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Retirement Action Plan: Six months prior

Six months prior

ActionAdditional InformationResources
Submit “Request for Estimate of Retirement Benefits”  (TRS Form 18)

After you submit the TRS Form 18:

  • TRS will send a retirement packet that includes several forms and requests for documentation.
  • Complete these forms and send directly to TRS.
  • Take TRS Form 7 from the retirement packet they send to you to the appointment with a benefits representative (see “Two months prior”).
TRS visits MD Anderson 1-2 times per year. Watch for communications on these events.
If enrolled in a voluntary retirement plan, talk to your retirement provider about plans for retirement distributions.

Not enrolled in a voluntary retirement plan? It’s not too late.

Schedule a visit with a provider or enroll in UTRetirement Manager.

Important questions to consider

When am I eligible to receive:

How much money will I receive from:

Contact Information

Retirement Providers

Monday - Friday
8:00 a.m. - 5:00 p.m.

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