Thinking of Retiring?!?
We've prepared a checklist especially for you, and organized essential information on medical benefits, retirement plan income, and other resources that support Alief ISD retirees. 

 Retirement Checklist for Alief ISD (not TRS) 

• Approximately six months before your anticipated retirement date, submit a request to TRS for a retirement estimate and packet. TRS - 1 (800) 223-8778 or trs.texas.gov

• As soon as you receive your estimate and packet from TRS, review the information carefully. If you see any discrepancies, contact TRS immediately.

  • Send TRS copies of birth records for you and (if you plan to select an Option 1, Option 2 or Option 5 retirement plan) your beneficiary. Write your Social Security number on the birth records submitted so that the records can be matched with your TRS account.  Also, if your current name is different from your name on your birth certificate, write your current name on your birth certificate.

• Complete the documents provided in your retirement packet, following the instructions in the packet.

• Terminate your employment with Alief ISD by completing the linked Resignation/Separation form

• Upon receipt of your retirement letter, Human Resources will send you an exit interview, and Risk Management will send you a retirement notice with insurance information. Complete and return the forms.

• Risk Management will contact you regarding your Health Benefits & Local Leave Deferral Plan. Follow the directions in the packet and submit any documentation in a timely manner.

• TRS will reach out to Payroll to verify final pay (nothing for the retiree to do).

• We recommend retirees verify information received by TRS, HR, and Risk Management.