STEPS TO RETIREMENT
To ensure there is no delay in your first pension check, we suggest you begin uploading your retirement forms and documents into the Retire Now portal 4-6 weeks before your retirement date. If you are married, your spouse's signature will be required on several documents.
Once you have completed, notarized and submitted all of your documents in Retire Now, you will meet with a benefits counselor to finalize your retirement. If you are married, bring your spouse with you to your appointment.
SCHEDULE YOUR
RETIREMENT COUNSELING
ERF benefit counselors are available to help walk you through the retirement process.
To prepare for your appointment, upload all of your documents and forms into the Retire Now portal
Contact us at 214-580-7700 to get started
PREPARE FOR YOUR APPOINTMENT
Before you come in to meet with a benefits counselor, gather the following documents and upload them into the Retire Now portal in PDF format.
- Birth Certificate
- Social Security Card
- Spouse's Birth Certificate
- Spouse's Social Security Card
- Marriage License
- Divorce Decree(s), if you have been divorced while employed with the City.
RETIREMENT FORMS
The following forms must be also be completed and submitted through Retire Now. ERF offers an online notary service for your Retirement Application and Direct Deposit Authorization. Contact us to request a digital notary.
- Retirement Application
- Member Consent Form
- Death Benefit Form
- Designee Form
- Direct Deposit Authorization
- W-4P Withholding - The W-4P was updated in 2023, click here to learn more.
- W-9 Taxpayer ID
