The process for taking your benefits
Step 1
Retirement quote
Request a retirement quote or transfer value from the Plan Administrator.
Step 2
Letter
You'll receive a letter acknowledging your quote request and asking for any information the administrator needs.
Step 3
Options pack
You'll receive a pack showing all your options, including a form for you to choose how you'd like to take your benefits.
Step 4
Notify HR
If you'd like to go ahead with your retirement, you need to let your HR department know when you intend to retire. If you decide not to take your benefits yet, you don't need to do anything.