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Retirement Planning

Planning To Retire

The following are suggested timeframes for you to follow to make your retirement process a smooth transition:

 

  1. Written notification to the Superintendent and your principal/supervisor of your intentions. Approximately 4-6 months in advance for a smooth process. *NOTHING GETS PROCESSED BY THE BOARD UNTIL YOU DO THIS OFFICALLY *

 

  1. You must file your retirement application online through the MBOS system.

 

  1. You must verify your date of birth and any beneficiaries you selected for your pension with the State. Upload one of the following with your membership # clearly written on MBOS
    1. Birth certificates (with visible seal).
    2. Digital valid NJ driver’s license
  1. Passport or passport card

 Payroll will automatically complete your final salary certification needed by the State online.

 

  1. Within a week, you will receive an email from the payroll office acknowledging your retirement request.

 

  1. Medical/RX coverage:  You will receive important links to Health Benefit Information & enrollment forms directly from the Division of Pensions if applicable.  Please be sure to read everything thoroughly.   Copies of the following documents will be required by the State if you are enrolling dependents in the SEHBP. 
  1. Proof of Age for yourself and your beneficiary’s
  2. Marriage certificate if applicable
  3. The top page of your 1040 tax return
    1. Medicare A & B cards for yourself and your spouse if applicable.

 

  1.  RX COVERAGE:  OPTUMRX: 855-472-1659
    1. You might receive additional information from Optumrx that will require your immediate attention.

 

  1. Dental coverage:  Use Fact Sheet # 73 to decide which coverage is best for you.  You must     file   an application separately for dental coverage.
  2.  Contact Social Security---3 months in advance (if applicable) 1-800-772-1213

Website:  www.socialsecurity.gov

 

  1. Contact Medicare--- 3 months in advance (if applicable) 1-800-633-4227

Website:  www.medicare.gov



IMPORTANT CONTACTS AFTER RETIREMENT

Division of Pensions

PO Box 295

Trenton, NJ 08625-0295

1-609-292-7524

Website: www.state.nj.us/treasury/pensions/

Email:  pensions.nj@treas.state.nj.us

 

Horizon NJ Direct 10 under 65

1-800-414-7427

Website:  www.horizonblue.com/shbp

Other Participating Plan contact information can be found on Fact Sheet #11

 

Aetna Medicare Advantage over 65

1-866-234-3129 or 1-866-816-3662

Website:  http://www.aetnastatenj.com/

 

OptumRx (prescription)

1-844-368-8740 Under 65

1-844-368-8765 Over 65

Website:  https://informedrx.rxportal.sxc.com/rxclaim/SONJ/StateofNewJersey.html

 

Dental Expense Plan (PPO Administered by Aetna)

1-877-238-6200

Website:  http://www.aetnastatenj.com/education/dental-retiree.php

Other Participating Plan contact information can be found on Fact Sheet #73

 

 

Social Security Admin

Office of Public Inquiries

Windsor Park Building

6401 Security Blvd

Baltimore, MD 21235

1-800-772-1213

Website:  www.socialsecurity.gov

 

Medicare

1-800-633-4227

Website:  www.medicare.gov