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3 months prior to your retirement date

  • Social Security Enrollment (if applicable):  Three months prior to retirement, enroll online at ssa.gov and complete the online Apply for Retirement Benefits.  
  • Medicare Enrollment (if applicable): Three months prior to retirement, enroll online at ssa.gov. Otherwise contact Social Security or go to a local Social Security office to enroll in Medicare Part A and B.
      • You may be requested by Medicare to prove that you had a group health plan coverage within the last 8-months through SPU or your spouse’s current employment in order to qualify for a special enrollment period outside of Medicare’s annual open enrollment. HR will be able to complete the employer section for proof of group health care coverage.
  • Review your benefits with the Emeriti Retirement Health Program. Representatives from Emeriti and Aetna will be on campus during the spring for individual appointments.
  • If you retire prior to age 65, ask Human Resources about our Pre-65 Early Retirement Program for health benefits. You may qualify if you:
      • Are age 60 or older, and
      • Have worked for SPU for at least 10 years of continuous service. 

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