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It details actions due about 60 days prior, including gathering last day of work and beneficiary data, requesting benefit estimates and required forms, and reviewing estimated benefits plus medical and dental options. It also covers appointment topics like direct deposit, beneficiary designation, tax withholding, payment timing, and post-retirement notifications covering address, banking, tax changes, beneficiary updates, death reporting, and 1099R 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information must be gathered 60 days before retirement?","Question",{"text":108,"@type":109},"Last day of work/last pay date, beneficiary’s address, date of birth, and social security number.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What should be discussed during the retirement appointment?",{"text":113,"@type":109},"Beneficiary designation, direct deposit (with a voided check), rollover IRA institution details if applicable, verification of benefits and payment day, federal/state tax withholding, and confirmation of medical/dental and plan options including 457(b) or MERP.",{"name":115,"@type":106,"acceptedAnswer":116},"Which items must be reported to Knox County Retirement after retirement?",{"text":117,"@type":109},"Changes in address, banking information, federal/state tax withholding, and beneficiary (if applicable), reporting retiree or beneficiary death, and questions such as 1099R status or duplicate requests, plus medical/dental insurance inquiries.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301298,1789780894,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":4},137451207643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","Knox County Retirement Board Retirement Checklist for  \nAsset Plan, Defined Benefit Plan & STAR  \n\n| ü | Due Date | Action |\n| --- | --- | --- |\n|  | 60 days before retirement | I have this information for retirement:\u003Cbr>  Last day of work/last pay date.\u003Cbr>  Beneficiary’s address, date of birth and social security number. |\n|  | 60 days before retirement | Contact Retirement Office to request estimate and required retirement paperwork.\u003Cbr>Schedule a meeting to discuss estimate of retirement benefits and to complete required paperwork (if necessary) .\u003Cbr>I have received the following information:   Estimated retirement benefit\u003Cbr>  Medical insurance options (County only- pre-65)\u003Cbr>  Dental insurance options (County and Schools) |\n|  |  | Be prepared to discuss the following at your appointment:\u003Cbr>à Designate beneficiary.\u003Cbr>à Direct deposit for benefit (bring voided check) .\u003Cbr>à If rolling over your account, have the IRA information, name & address of institution, [acct. no](acct. no)., etc.\u003Cbr>à Verify your retirement benefits and expected day of payment.\u003Cbr>à Elect Federal / State tax withholding (if applicable) .\u003Cbr>à Verify your medical and/or dental benefits (if applicable) .\u003Cbr>à Verify option of 457(b) Plan and/or MERP.\u003Cbr>à Return to work policy with Knox County Government or Knox County Sheriff’s Department. |\n|  | After retirement | Notify Knox County Retirement of the following if/when they occur:\u003Cbr>à Change of address.\u003Cbr>à Change of banking information.\u003Cbr>à Change of Federal / State tax withholding.\u003Cbr>à Change of beneficiary (if applicable) .\u003Cbr>à Report the death of the retiree or beneficiary.\u003Cbr>Contact Knox County Retirement:\u003Cbr>à Check the status of your 1099R tax form or request a duplicate.\u003Cbr>à Questions regarding retiree medical and/or dental insurance.\u003Cbr>à Consideration of re-employment with Knox County Government or Knox County Sheriff’s Department. |\n\n7/18/2025","cbCaiiEjVjn59exa","https://ap.wps.com/l/cbCaiiEjVjn59exa","pdf",78217,"English","# Pre-retirement tasks\n## 60 days before retirement\n## Appointment preparation\n# After retirement tasks\n## Ongoing notifications and follow-ups","[{\"question\":\"What information must be gathered 60 days before retirement?\",\"answer\":\"Last day of work/last pay date, beneficiary’s address, date of birth, and social security number.\"},{\"question\":\"What should be discussed during the retirement appointment?\",\"answer\":\"Beneficiary designation, direct deposit (with a voided check), rollover IRA institution details if applicable, verification of benefits and payment day, federal/state tax withholding, and confirmation of medical/dental and plan options including 457(b) or MERP.\"},{\"question\":\"Which items must be reported to Knox County Retirement after retirement?\",\"answer\":\"Changes in address, banking information, federal/state tax withholding, and beneficiary (if applicable), reporting retiree or beneficiary death, and questions such as 1099R status or duplicate requests, plus medical/dental insurance inquiries.\"}]","Retirement Checklist - Retirement | PDF"]