Preparing for PERSI Retirement

Whether you’re planning to retire soon or some time in the future, you should start thinking about what you need to do to make your transition into retirement as smooth as possible. This page will guide you toward retirement by identifying the steps and documents needed to complete the retirement process.

Retirees Under Age 65

If you are under age 65 when your retirement benefits begin, complete the following steps.

Begin the retirement process by:

  1. Reviewing the Retirement Checklist.

  2. Reviewing the Retirement Frequently Asked Questions (FAQs).

  3. Reviewing the Benefits Rate Sheet.

District Steps

  1. Complete the District’s Retirement Form.

  2. Complete the Early Retirement/Resignation Notice Stipend Packet.

  3. The Benefits Team will send you additional paperwork to complete. This will happen about 6 weeks prior to your last day worked.

  4. Complete the Exit Questionnaire.

PERSI Steps

  1. Contact PERSI at (208) 334-3365 to request a retirement estimate.

  2. Once your retirement estimate has been received, contact PERSI at (208) 334-3365 to order a retirement application kit.

  3. Once your retirement application kit is completed, contact PERSI at (208) 334-3365 to make a retirement appointment.

Retirees Age 65 and Older

If you are age 65 or older when your retirement benefits begin, complete the following steps.

Begin the retirement process by:

  1. Reviewing the Retirement Checklist.

  2. Reviewing the Retirement Frequently Asked Questions (FAQs).

  3. Reviewing the Benefits Rate Sheet.

    1. View the Age 65 and Older Benefit Plans

District Steps

  1. Complete the District’s Retirement Form.

  2. Complete the Early Retirement/Resignation Notice Stipend Packet (if applicable; the deadline is in February. Please note, this packet is located on the District’s Intranet; login required).

  3. The Benefits Team will send you additional paperwork to complete. This will happen about 6 weeks prior to your last day worked.

  4. Complete the Exit Questionnaire.

PERSI Steps

  1. Contact PERSI at (208) 334-3365 to request a retirement estimate.

  2. Once your retirement estimate has been received, contact PERSI at (208) 334-3365 to order a retirement application kit.

  3. Once your retirement application kit is completed, contact PERSI at (208) 334-3365 to make a retirement appointment.

Social Security & Medicare - You will need to contact the Social Security and Medicare offices two (2) months prior to your retirement date.

  1. You will need your Medicare Card to enroll in retiree medical insurance; enroll in Medicare.

  2. Take the form provided in your Exit Interview to your Medicare appointment.

Contact Regence Customer Service - Once you receive your Medicare card, call Regence Customer Service for questions regarding how to complete medical enrollment forms.

    1. MedAdvantage Plan: 1-888-319-8904

    2. Preferred Plan: 1-888-370-6160

    3. Part D Prescription Plan: 1-888-319-8904