Smart Start Retirement Checklist

Before you begin the retirement process, gather and have the following information readily available:

• MOSERS Online ID and password for myMOSERS.
• Retirement date (always the 1st day of the month, except for judges).
• Personal email address as your work email will become invalid.
• Copy of marriage certificate and spouse’s information, including Social Security number and date of birth.
• Proof-of-age or lawful presence document for yourself and for your spouse, including original U.S. birth certificate OR photocopy of your valid Missouri driver’s license, Missouri nondriver ID, or U.S. passport. A full list of acceptable proof-of-age and lawful presence documents.
• Bank account number, American Bankers Association (ABA) routing number, and your financial institution contact information for direct deposit of your monthly benefit.
• Tax withholding amounts to be withheld from your benefit for federal and Missouri state taxes. MOSERS staff cannot advise you on your taxes or how to fill out tax forms. We suggest you contact the IRS and/or a qualified tax advisor prior to applying for retirement.
  
• Authorization to release information for person(s) or organization(s) to whom MOSERS can release information about your benefits, including name, relationship, phone number, and email address (Optional).
• Designated agent(s) information, including, name, phone number, and mailing address (Optional).
• Life insurance beneficiary(ies) information, including name, relationship, address, date of birth, and Social Security number.