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- Confirm your retirement eligibility with the Director of Human Resources.
- Schedule an appointment with Transamerica to discuss your distribution options. A Transamerica retirement planning consultant is available for individual appointments once a quarter.
- If you are participating in the Health Savings Account (HSA), stop your both SPU and your personal HSA contributions at least 6-months before enrolling in any part of Medicare or starting your Social Security benefits. HSA Change Form
- Consider enrolling in SPU’s medical plan with a Health Reimbursement Account (HRA) during the open enrollment period of the prior year before you retire.
- Confirm your beneficiary designations are up-to-date.
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