Retirement Planning
The following are suggested timeframes for you to follow to make your retirement process a smooth transition:
- 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 *
- FILE your retirement application online through the MBOS system.
- 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
- Birth certificates (with visible seal).
- Digital valid NJ driver’s license
- Passport or passport card
Payroll will automatically complete your final salary certification needed by the State online.
- Within a week, you will receive an email from the payroll office acknowledging your retirement request and additional information.
- Copies of the following documents will be required by the State if you are enrolling dependents in the SEHBP.
- Proof of Age for yourself and your beneficiary’s
- Marriage certificate if applicable
- The top page of your 1040 tax return
- Medicare A & B cards for yourself and your spouse if applicable.
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- You might receive additional information from Optumrx that will require your immediate attention.
Website: www.socialsecurity.gov
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 EHP UNDER 65
1-800-414-7427
Website: https://www.state.nj.us/treasury/pensions/hb-info-retired.shtml
Aetna Medicare Advantage over 65
1-866-234-3129 or 1-866-816-3662
Aetna’s Website: http://www.aetnastatenj.com/
State of NJ health https://www.state.nj.us/treasury/pensions/hb-info-retired.shtml
OptumRx (prescription)
1-866-220-6512 Under 65 https://www.optumrx.com/oe_sonjnmretirelg/landing
1-844-368-8765 Over 65 https://www.optumrx.com/oe_sonjnmretirele/landing
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