  {"id":3513,"date":"2017-09-29T13:46:18","date_gmt":"2017-09-29T20:46:18","guid":{"rendered":"http:\/\/www.wou.edu\/hr\/?page_id=3513"},"modified":"2026-04-07T10:52:11","modified_gmt":"2026-04-07T17:52:11","slug":"retirementchecklist","status":"publish","type":"page","link":"https:\/\/wou.edu\/hr\/benefits-retirement\/retirementchecklist\/","title":{"rendered":"Retirement Checklist"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.27.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px|40px|0px|40px|false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.23.4&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||40px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; max_width_tablet=&#8221;67%&#8221; max_width_phone=&#8221;67%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2><strong>Planning<\/strong><\/h2>\n<p>Reaching retirement is an accomplishment for you to celebrate. Navigating the transition from employed to retired requires planning and preparation. Western\u2019s Human Resources Office has assembled the tools and resources you need to smoothly make this life transition, all of which can be found on this website. We are here to support you and provide assistance along the way.<\/p>\n<h2><strong>Timeline<\/strong><\/h2>\n<p>Please review your retirement checklist based on your targeted date of retirement.<\/p>\n<ul>\n<li>If you are planning to retire within 6 months and have not yet looked at the checklists, we strongly encourage you to start there to be the most successful in your retirement process.<\/li>\n<li>The following checklists are a tool to assist you in your retirement planning.<\/li>\n<li>It does not constitute legal or financial advice from ÀÖ²¥ÊÓÆµ.<\/li>\n<li>We recommend you work with a certified financial adviser to review the information you gather from these resources.<\/li>\n<\/ul>\n<p>If\u00a0you have\u00a0any questions or concerns\u00a0during your retirement process, please do not hesitate to<span>\u00a0<\/span><a href=\"https:\/\/wou.edu\/resources\/faculty-staff-info\/?u=pinchukk\" target=\"_blank\" rel=\"noopener\">contact our office<\/a>.<\/p>\n<h2><strong>Checklists<\/strong><\/h2>\n<ul>\n<li><a href=\"https:\/\/cdn.wou.edu\/hr\/files\/2025\/10\/Retirement-Planning-Checklist-PERS-Retirees.pdf\" rel=\"attachment noopener wp-att-31912\">WOU Retirement Planning Checklist for PERS Retirees (PDF)<\/a><\/li>\n<li><a href=\"https:\/\/cdn.wou.edu\/hr\/files\/2025\/10\/Retirement-Planning-Checklist-ORP-Retirees.pdf\" rel=\"attachment noopener wp-att-31911\">WOU Retirement Planning Checklist for ORP Retirees (PDF)<\/a><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Planning Reaching retirement is an accomplishment for&#8230;<\/p>\n","protected":false},"author":1015,"featured_media":0,"parent":837,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","_lmt_disableupdate":"","_lmt_disable":"","_et_pb_use_builder":"on","_et_pb_old_content":"<p>[vc_row][vc_column][vc_column_text][vc_row][vc_column width=\"1\/1\"][vc_column_text]<\/p><h2>Retirement Planning Guide<\/h2><p><\/p><p>Reaching retirement is an accomplishment for you to celebrate. Navigating the transition from employed to retired requires planning and preparation.\u00a0The\u00a0WOU\u00a0Human Resources\u00a0Office has assembled the tools and resources you need to smoothly make this life transition, all of which can be found on this website.\u00a0We are\u00a0here to support you and provide assistance along the way.\u00a0 Below is a roadmap to guide your journey towards this incredible achievement.\u00a0 Click on\u00a0a timeline to explore the planning process.<\/p><p><\/p><h2>Retirement Timeline<\/h2><p><\/p><p>Below, please review your retirement checklist based on your targeted date of retirement. If you are planning to retire\u00a0within 6 months\u00a0and have not yet\u00a0looked at the first two checklists,\u00a0we strongly encourage you to\u00a0start there to be the most successful in your retirement process.<\/p><p>The following checklists are a tool to assist you in your retirement planning. It does not constitute legal or financial advice from ÀÖ²¥ÊÓÆµ. We recommend you work with a certified financial advisor to review the information you gather from these resources.<\/p><p><\/p><p>If\u00a0you have\u00a0any questions or concerns\u00a0during your retirement process, please do not hesitate to <a href=\"https:\/\/wou.edu\/hr\/profile\/heather-mercer\/\">contact our office<\/a>.<\/p><p><\/p><p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=\"1\/3\"][vc_btn title=\"Section A: 2 Years Prior\" style=\"outline-custom\" outline_custom_color=\"#666666\" outline_custom_hover_background=\"#666666\" outline_custom_hover_text=\"#ffffff\" size=\"lg\" link=\"url:http%3A%2F%2Fwou.edu%2Fhr%2Ffiles%2F2017%2F09%2FSection-A-Revised-2-years.pdf||target:%20_blank|\" css=\".vc_custom_1510866086008{border-radius: 1px !important;}\"][\/vc_column][vc_column width=\"1\/3\"][vc_btn title=\"Section B: 1 Year Prior\" style=\"outline-custom\" outline_custom_color=\"#666666\" outline_custom_hover_background=\"#666666\" outline_custom_hover_text=\"#ffffff\" size=\"lg\" link=\"url:http%3A%2F%2Fwou.edu%2Fhr%2Ffiles%2F2017%2F09%2FSection-B-Revised-1-Year.pdf||target:%20_blank|\"][\/vc_column][vc_column width=\"1\/3\"][vc_btn title=\"Section C: 3 Months Prior\" style=\"outline-custom\" outline_custom_color=\"#666666\" outline_custom_hover_background=\"#666666\" outline_custom_hover_text=\"#ffffff\" size=\"lg\" link=\"url:http%3A%2F%2Fwou.edu%2Fhr%2Ffiles%2F2017%2F09%2FSection-C-Revised-3-Months.pdf||target:%20_blank|\"][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<a href=\"https:\/\/wou.edu\/hr\/files\/2017\/12\/Retirement-Checklist-revised.pdf\" target=\"_blank\" rel=\"noopener\">Click Here to View or Print all 3 Sections (A-C)<\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p><p>[fruitful_sep]<\/p><h2><strong>TIME TO CELEBRATE!<\/strong><\/h2><p><\/p><p>After retiring from ÀÖ²¥ÊÓÆµ, we would love to honor you for your\u00a0years of dedicated\u00a0service. Please join us at our Annual Staff and Faculty Recognition Breakfast that occurs prior to commencement every year. We can't wait to see you there.<\/p><p><\/p><p>For more information about the recognition breakfast, make sure to watch your WOU email for updates.<\/p><p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-3513","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/pages\/3513","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/users\/1015"}],"replies":[{"embeddable":true,"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/comments?post=3513"}],"version-history":[{"count":6,"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/pages\/3513\/revisions"}],"predecessor-version":[{"id":32666,"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/pages\/3513\/revisions\/32666"}],"up":[{"embeddable":true,"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/pages\/837"}],"wp:attachment":[{"href":"https:\/\/wou.edu\/hr\/wp-json\/wp\/v2\/media?parent=3513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}