2. THINKING ABOUT RETIREMENT??

3. OVERVIEW Our goal is to reduce the stress and anxiety felt at retirement. Our goal is to reduce the stress and anxiety felt at retirement. Our purpose is to answer the most frequently asked questions. Our purpose is to answer the most frequently asked questions. Our aim is to put to rest the misinformation about retirement through education. Our aim is to put to rest the misinformation about retirement through education.

4. Retiring under TRS? Always review your yearly statement online at www.trsga.com for accuracy. This helps you avoid surprises and delays at retirement due to un-posted service credit. If you have questions, contact TRS at (404) 352-6500 Always review your yearly statement online at www.trsga.com for accuracy. This helps you avoid surprises and delays at retirement due to un-posted service credit. If you have questions, contact TRS at (404) 352-6500www.trsga.com Schedule a meeting with a TRS Counselor: Schedule a meeting with a TRS Counselor: Contact TRS at (404) 352-6500 Contact TRS at (404) 352-6500 Contact Mai-lan Williams at mlwilliams@Atlanta.k12.ga.us or call (404) 802-2377 two weeks prior to your appointment to have an estimated sick leave form faxed to TRS Contact Mai-lan Williams at mlwilliams@Atlanta.k12.ga.us or call (404) 802-2377 two weeks prior to your appointment to have an estimated sick leave form faxed to TRSmlwilliams@Atlanta.k12.ga.us Next you need to go online to Employee Self-Service at http://e- aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your network password. Click Employee Self Service; employee separation; and follow the prompts to retire. Remember to print your confirmation for your records Next you need to go online to Employee Self-Service at http://e- aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your network password. Click Employee Self Service; employee separation; and follow the prompts to retire. Remember to print your confirmation for your recordshttp://e- aps.apsk12.orghttp://e- aps.apsk12.org Log onto www.trsga.com to login your personal TRS account, click Apply for Retirement and follow the prompts. Print your confirmation and return all applicable documents to TRS for processing. Log onto www.trsga.com to login your personal TRS account, click Apply for Retirement and follow the prompts. Print your confirmation and return all applicable documents to TRS for processing.www.trsga.com

5. Retiring under TRS cont. Complete the Retirement Certification and Sick Leave Certification on the TRS website. TRS will notify APS online once the forms are completed and APS will respond accordingly. Complete the Retirement Certification and Sick Leave Certification on the TRS website. TRS will notify APS online once the forms are completed and APS will respond accordingly. The Unused Sick Leave Instruction Sheet can be found on the Lawson Self- Service Portal under Benefits. The completed sheet must be returned to Mai-Lan Williams, Retirement Benefits Specialist, in the Employee Benefits Department. The can be faxed to (404) 802-1401, emailed to mlwilliams@Atlanta.k12.ga.us or sent through U.S. mail/school mail. The Unused Sick Leave Instruction Sheet can be found on the Lawson Self- Service Portal under Benefits. The completed sheet must be returned to Mai-Lan Williams, Retirement Benefits Specialist, in the Employee Benefits Department. The can be faxed to (404) 802-1401, emailed to mlwilliams@Atlanta.k12.ga.us or sent through U.S. mail/school mail. mlwilliams@Atlanta.k12.ga.us APS will not forward your Final Sick Leave Forms before your last day of work. APS will not forward your Final Sick Leave Forms before your last day of work. Sick leave credit will be calculated by TRS approximately 30 to 90 days after retirement and an adjustment will be made to your monthly pension check. Sick leave credit will be calculated by TRS approximately 30 to 90 days after retirement and an adjustment will be made to your monthly pension check. Payment for unused leave days will be made after your last pay, which includes any summer salary pay (if applicable). Payment for unused leave days will be made after your last pay, which includes any summer salary pay (if applicable).

6. Retiring under GEPP (City Pension) Always review your yearly statement for accuracy. This helps you avoid surprises and delays at retirement due to un-posted service credit. If you did not receive a statement, contact the GEMGroup at (404) 525-4191 and request one Always review your yearly statement for accuracy. This helps you avoid surprises and delays at retirement due to un-posted service credit. If you did not receive a statement, contact the GEMGroup at (404) 525-4191 and request one Call the GEMGroup if you want an estimate of your pension benefits Call the GEMGroup if you want an estimate of your pension benefits Next you need to go online to Employee Self-Service at http://e- aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your network password. Click Employee Self Service; employee separation; and follow the prompts to retire. Remember to print your confirmation for your records Next you need to go online to Employee Self-Service at http://e- aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your network password. Click Employee Self Service; employee separation; and follow the prompts to retire. Remember to print your confirmation for your recordshttp://e- aps.apsk12.orghttp://e- aps.apsk12.org Wait for the acknowledgement letter from the Records Management Department and follow their instructions Wait for the acknowledgement letter from the Records Management Department and follow their instructions

7. Retiring under GEPP cont. The Pension Clearance form will need to be completed and returned to Mai-Lan Williams in the Employee Benefits Department, along with proof of age – Birth Certificate by fax at 404-802-1401, email to mlwilliams@atlanta.k12.ga.us, or mail to 130 Trinity Ave., Atlanta, GA 30303 The Pension Clearance form will need to be completed and returned to Mai-Lan Williams in the Employee Benefits Department, along with proof of age – Birth Certificate by fax at 404-802-1401, email to mlwilliams@atlanta.k12.ga.us, or mail to 130 Trinity Ave., Atlanta, GA 30303 APS can not forward your Pension Clearance form until you are completely off payroll APS can not forward your Pension Clearance form until you are completely off payroll Annual and Sick leave payments will be made after you receive your last regular paycheck Annual and Sick leave payments will be made after you receive your last regular paycheck Once the Pension Clearance Form is received by the GEMGroup, they will do the calculations and present the calculations to the City’s Pension Board for approval. The GEMGroup will notify you once approved Once the Pension Clearance Form is received by the GEMGroup, they will do the calculations and present the calculations to the City’s Pension Board for approval. The GEMGroup will notify you once approved

8. Retiring under ERS Always review your yearly statement online at www.ers.ga.gov for accuracy. This helps you avoid surprises and delays at retirement due to un-posted service credit. If you have questions, contact ERS at (404) 350-6300. Always review your yearly statement online at www.ers.ga.gov for accuracy. This helps you avoid surprises and delays at retirement due to un-posted service credit. If you have questions, contact ERS at (404) 350-6300.www.ers.ga.gov Schedule a meeting with an ERS Counselor: Schedule a meeting with an ERS Counselor: Contact ERS at (404) 350-6300 Contact ERS at (404) 350-6300 Next you need to go online to Employee Self-Service at http://e- aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your network password. Click Employee Self Service; employee separation; and follow the prompts to retire. Remember to print your confirmation for your records Next you need to go online to Employee Self-Service at http://e- aps.apsk12.org to separate from Atlanta Public Schools. Put in your username (Lawson number) and your network password. Click Employee Self Service; employee separation; and follow the prompts to retire. Remember to print your confirmation for your recordshttp://e- aps.apsk12.orghttp://e- aps.apsk12.org Log onto www.ers.ga.gov to download the Service Retirement Application and submit it to ERS Log onto www.ers.ga.gov to download the Service Retirement Application and submit it to ERSwww.ers.ga.gov

9. Retiring under ERS cont. ERS will notify APS once your application has been received to request a certified leave balance (annual/sick leave) ERS will notify APS once your application has been received to request a certified leave balance (annual/sick leave) Payment for your unused leave days will be made after your last pay, which includes any summer salary pay (if applicable) Payment for your unused leave days will be made after your last pay, which includes any summer salary pay (if applicable)

10. CONGRATULATIONS ON YOUR RETIREMENT!!!