Steps to Retire Under Pension

  1. One year prior to retirement, submit the following forms to the Maryland State Retirement Agency:
    • Application for an Estimate of Service Retirement Allowance (Form 9)  (Keep in mind that this form is not a retirement application. It is designed for planning purposes only) 
    • Request to Purchase Previous Service (Form 26)  ( if applicable)
    • Claim of Retirement Credit for Military Service (Form 43)   (if applicable)
  2. Meet with a UMB Benefits Specialist one (1) year prior to the anticipated retirement date to review the retirement process, obtain the necessary retirement forms and go over any questions.
  3. Complete all retirement forms and return to the HRS Benefits Office 30-60 days prior to the anticipated retirement date.
  4. Notify the department supervisor, department payroll representative, and the HRS Benefits Office in writing of the retirement date.  A minimum retirement notice of 2 weeks is required for nonexempt employee and 4 weeks for an exempt employee.
  5. The department payroll representative will complete an ePAF indicating the retirement. 

      Important Things to Know about Retiree Healthcare (employees hired before 7/1/2011)

      1. Retiree health care is administered by the Department of Budget and Management
      2. Retirees must be receiving a monthly State retirement allowance and meet one of the following criteria: 
        • Left UMB service with at least 16 years of creditable service 
        • Retired directly from UMB with at least 5 years of creditable service
        • Left UMB (deferring the retirement allowance) with at least 10 years of creditable service and within five years of normal retirement age
        • Retired from UMB with a disability retirement
      3. Retirees have 60 days from the date of retirement to enroll in retiree health care. Coverage and billing will be retroactive to the first day of retirement.
      4. New retirees can make changes to their current benefit plans and coverage levels when enrolling in retiree health care.
      5. Fill prescriptions and attend doctor’s appointments (if possible) before retirement begins. There may be a slight delay in the start of retiree healthcare coverage due to processing.