Are you planning to retire in the near future? Navigating your retirement steps can feel overwhelming, but staying organized is the best way to ensure a smooth transition into your next chapter.

We’ve uploaded the official CalSTRS “I Will Retire This Year” Checklist to help you stay track. This step-by-step guide covers everything you need to do before you cross the finish line, including:

• Setting up your myCalSTRS account to review your Retirement Progress Report.
• Understanding your benefits, including the Defined Benefit formula and Supplement account choices.
• Exploring extra savings and rollover options through CalSTRS Pension2.
• Handling the logistics, from district resignation requirements to researching health benefits and Medicare.
• Submitting your application at the right time for faster processing.
• Learning the rules about returning to work so you don’t accidentally affect your hard-earned benefits.

Don’t wait until the last minute to prepare for your future. Download the full checklist below and start checking off your milestones

I Will Retire This Year Checklist PDF