ARE YOU READY TO RETIRE?

If you are an ACTIVE member of the Defined Benefit Plan, please review the So You've Made the Decision to Retire handbook.  Please submit an Estimate of Retirement Benefits Request form to our office so that you can see what you are looking to receive in retirement.  Once you have received your numbers and would like to speak with a retirement counselor, please call 804-646-5958 to set up an appointment.  If you do not need to speak with a counselor, you can submit the following forms to our office 60 to 90 days prior to your retirement date.

• Retirement Application

• Acceptable Documents for Proof of Age

• Beneficiary Appointment/Change

• Certification Form

• Health/Dental Authorization form

• Direct Deposit Authorization form

• Federal Tax Withholding Certificate

• Virginia State Tax Withholding Certificate

If you are a SWORN member/employee of the Defined Benefit Plan AND you are eligible to enter the DROP (Deferred Retirement Option Program), please review the DROP Administrative Guidelines.  Please submit to our office an Estimate of Retirement Benefits Request form so that you can see what you are looking to receive in retirement.  Once you have received your numbers and would like to speak with a retirement counselor, please call 804-646-5958 to set up an appointment.  If you do not need to speak with a counselor, you can submit the following forms to our office 60 days prior to your DROP Entry retirement date.   

• DROP Entry Checklist

• DROP Retirement Application

• Acceptable Documents for Proof of Age

• DROP Unused Sick Leave Election

• Beneficiary Appointment/Change

• Certification Form

• DROP Administrative Guidelines

If you are currently enrolled in the DROP and you wish to exit, please submit the following forms to our office 60 prior to your DROP Exit date.  

• DROP Exit Checklist

• DROP - Your Rollover Options: IRS Safe Harbor Explanation

• DROP Disbursement Election Form

• Health/Dental Authorization Form

• Direct Deposit Authorization form

• Federal Tax Withholding Certificate

• Virginia State Tax Withholding Certificate

If you are a FORMER member/employee of the Defined Benefit Plan, please review the So You've Made the Decision to Retire handbook.  Please must submit to our office an Estimate of Retirement Benefits Request form so that you can see what you are looking to receive in retirement.  Once you have received your numbers and would like to speak with a retirement counselor, please call 804-646-5958 to set up an appointment.  If you do not need to speak with a counselor, you can submit the following forms to our office 60 to 90 days prior to your retirement date. 

• Retirement Application

• Acceptable Documents for Proof of Age

• Beneficiary Appointment/Change

• Certification Form

• Direct Deposit Authorization form

• Federal Tax Withholding Certificate

• Virginia State Tax Withholding Certificate

If you are a vested member of the Defined Contribution plan, please contact Mission Square after you separate from City service on 1-800-669-7400.

Other Retirement Related or General Forms

• 457 Contribution Change Form

• Address Change Form

• Affidavit for Tax Reporting

• Authorization to Release Information to a Third-Party Form

• Beneficiary Appointment/Change

• Benefit Information Request Form

• Death Benefit Claimant Form

• Direct Deposit Authorization form

• Estimate of Retirement Benefits Request Form

• Federal Tax Withholding Certificate

• Health Insurance Enrollment/Change Form

• Name Change Form

• Portability of Service Release Authorization Form

• Power of Attorney Form

• Purchase of Prior Service

• Request for Refund of Defined Benefit Plan Contributions

• Revocation of Power of Attorney Form

• So you are ready to retire now what? handbook

• Stop Payment form

• Virginia State Tax Withholding Certificate