Decisions, Information and Documentation Required for Signing GRS/PSERS Retirement Paperwork

  • GRS Logo  

    Retirement paperwork may be submitted up to three months prior to retirement date and not less than one month prior to retirement date to ensure that first retirement payment is made on time. 

    MANDATORY

    Documents:

    • Color Copy of Retiree’s Unexpired U.S. Passport or U.S. Passport Card Or Color Copy of Retiree’s Unexpired Driver’s License (or State ID Card) and Social Security Card
    • Color copies of all primary and secondary beneficiaries’ Driver’s License, Passport or Government‐issued ID

              NOTE: It is very important that all copies of the Photo IDs are readable – both name and birthdate.

    • Blank Check marked “VOID” is MANDATORY for direct deposit, even if you currently have direct deposit with GCBOE

              NOTE: You must provide the documents/information above when you turn in your retirement paperwork. Failure to do so will result in a delay in processing

              your retirement paperwork.


    Information:

    • Name, current address, SS#, date of birth and phone number of primary and secondary beneficiaries
    • Your home e‐mail address


    Decisions:

    • Choose the Gwinnett Retirement (GRS) plan best suited for your needs.

              NOTE: This is a final decision that cannot be changed once retirement payments begin.

    • Choose the Public School Employees Retirement System (PSERS) plan best suited for your needs. Be sure to obtain and review the estimate from PSERS prior to application completion.

              NOTE: This is a final decision that cannot be changed once retirement payments begin.

    • Who do you want as the beneficiary(ies) under both GRS and PSERS plans? Who do you want as the beneficiary(ies) for your life insurance policy(ies).
    • What optional benefits do you want to continue into retirement?

              NOTE: These benefits must be in place prior to Retirement, to ensure continuance into your Retirement.

    • Tax withholdings for both PSERS and GRS. Married or Single? Number of allowances?


    NOTE: Please go to the PSERS website at www.ers.ga.gov using the User ID and Password that you used when you created your account. Click the blue “log in” button in the upper right hand corner. Enter the User ID and Password and Sign In. Confirm that the account information is correct and update if necessary before your appointment.