Retirement Application, Part 2 pdf format of Retirement application, Part 2 for Employers

What is this?

  • This is Part 2 of our retirement application.
  • It is the service and salary history portion of the application that is to be completed by payroll administrators.
  • It is five pages long, and, unlike the Part 2 that appears in the downloadable application that is accessible to members, is interactive. Be sure to download the form to your desktop before entering any data.

For the complete 19-page application, see Retirement Application pdf format of Retirement application

What is the process?

Step 1:The retiring member will present you with a printed copy of Part 2 of his or her retirement application.
 Members applying for superannuation (regular and RetirementPlus) or termination retirement are required to use this application. They are instructed to print the application—which includes Part 2 in a non-interactive version—and bring Part 2 to you for completion. Neither Part 1, which is completed by the applicant, nor Part 2 may be submitted by e-mail or via the web.
Step 2:You are to complete Part 2, make a copy for your records, and return Part 2 to the member. It is the member’s responsibility to send us both Part 1 and Part 2 together.
 You are welcome to complete the copy of Part 2 that they bring you, or come to this page and access this interactive version so that you may complete Part 2 onscreen. In all cases, you must have a hard copy that you sign and return to the member. It is not possible to submit Part 2 by e-mail or via the web.