Thinking of Retiring?!

We’ve prepared a checklist especially for you, with essential information on retirement planning, insurance plans, and other resources available to Alief ISD retirees.

This checklist focuses on Alief ISD retirement-related steps; Teachers Retirement System of Texas (TRS) requirements are noted where applicable.

Retirement Checklist for Alief ISD Employees

Approximately Six Months Before Your Anticipated Retirement Date

• Request a retirement estimate and retirement packet from TRS

  • Phone: 1 (800) 223-8778

  • Website: https://www.trs.texas.gov

Upon Receipt of Your TRS Retirement Packet

• Carefully review your TRS retirement estimate and packet.

  • If you identify any discrepancies, contact TRS immediately.

• Submit required birth records to TRS for yourself and, if applicable, your beneficiary (Options 1, 2, or 5).

  • Write your Social Security number on each birth record so TRS can match documents to your account.

  • If your current name differs from your birth certificate name, clearly write your current name on the document.

• Complete and return all documents included in your TRS packet, following TRS instructions carefully.

Separating from Alief ISD

• Terminate your employment with Alief ISD by completing the Resignation/Separation Form (link).

• After HR receives your TRS retirement letter:

  • Human Resources will send you an Exit Interview.

  • Risk Management will send an Insurance Notice.

  • Complete and return all required forms promptly.

Insurance & Leave Payouts

• Risk Management will contact you regarding:

  • Retiree Insurance

  • Local Leave Deferral Plan

• Follow all instructions in the packet and submit required documentation by stated deadlines.

Payroll & Final Verification

• TRS will coordinate directly with Alief ISD Payroll to verify final compensation information.

  • No action is required from the retiree.

Final Recommendation

• We strongly recommend retirees review and verify all information received from:

  • TRS

  • Human Resources Dept.

  • Risk Management Dept.

This ensures accurate retirement benefits, timely insurance enrollment, and a smooth transition into retirement.