A Message To Members Retiring Within 90 Days
If you are planning on retiring within the next 90 days, this is the procedure to follow. Why 90 days? TRS will not accept applications more than 90 days out.
Some consultants are doing consultations with video conferencing or audio conferencing and some feel the process is too complex to not do it face to face. If you want to fill out the retirement papers by yourself, TRS has, on their website, a step by step “how to” to do it. https://trsnyc.org/memberportal/FAQs/faqinservicemember
You can complete and file an online version of your service retirement application through TRS’s website. TRS is not requiring the application be notarized. When you log onto your website you must go through a validation process for verification purposes. This will be used in place of the notarization requirement.
TRS is strongly discouraging you from mailing documentation and forms to TRS. They have established an e-fax telephone number (212-918-9253) where you can submit all documentation and forms. TRS will then send the documents or forms to your file for processing. Once you have submitted the forms, you will get a general receipt. This is NOT the receipt you submit to the DOE for the continuance of your health care.
TRS shared you will receive a call from an individual in the TRS unit who processes the retirement applications that they received your papers through the online process. At that point, a retirement receipt will be e-mailed to the member. The call will occur a few days from the date when the member filed the retirement application. This receipt is very important. It needs to accompany your health form that is sent to the DOE so that your health benefits continue once you retire.
The health form – NYC Benefits Program – Application/Change Form:
https://www1.nyc.gov/assets/olr/downloads/pdf/health/health-benefits-application.pdf. Does not get sent to TRS.
In the best of times, this health form, along with a copy of the receipt you receive from TRS gets dropped off at the DOE – 65 Court St. At this time, you should send a copy of the receipt (not the general receipt but the specific retirement acknowledgement receipt) to the DOE via email to HRConnectbenefax@schools.nyc.gov. Please send all emails from your DOE email address only.
When you retire from the DOE, you are also leaving the ranks of CSA membership. Reach out to Retiree Chapter Director Mark Brodsky for further information on how to continue your membership in CSA (Mark@csa-nyc.org or 212 823-2074).
You will also need to move yourself and family members from the In-service Welfare Fund to the Retiree Welfare Fund, and we want to ensure you are filling in the correct information on the health form that needs to be submitted to the DOE.
Lastly, we will also provide information on your options regarding the Compensation Accrual Fund.