Notification to Agency
5-142(a) Disability Compensation
Notification to Agency
- Your agency is responsible for completing your retirement
paperwork and submitting these forms to the Retirement Services
Division for processing.
- Generally, we suggest that you notify your agency in writing 60
to 90 days prior to your anticipated date of retirement. You should
send copies to:
- Your human resources office,
- Your payroll office, and
- Your supervisor or director.
- Your effective retirement date can only be the first of a month.
- Your completed retirement application must be received in the
Retirement Division no later than the close of business on the last
business day prior to your Date of Retirement.
- Forms Your Agency Will Provide:
- Your agency will provide most of the required retirement forms.
These forms include: your retirement application, an income payment
election form, a health and dental enrollment form, a spouse waiver
form, state and federal tax forms, and a direct deposit form.
- The following forms are available on-line at:
- CO-898 - Application For Retirement Benefits
- CO-899 - Income Payment Election Form - Option A - 50% Spouse
- CO-900 - Income Payment Election Form - Option B - 50% Or 100%
- CO-901 - Income Payment Election Form - Option C - 10 To 20
Years Period Certain
- CO-902 - Income Payment Election Form - Option D - Straight Life
- CO-1047 - Spouse Waiver Of Monthly Survivor Benefits
- Forms You Will Need to Provide:
- You will need to provide a copy of your birth certificate.
- If you choose a survivor option which provides a
lifetime benefit to a contingent annuitant, you will need to
provide a copy of your contingent annuitant's birth
- If you are married, you will need to provide a copy of
your marriage certificate or license.
- If you or any of your eligible dependents are currently on
Medicare, you will need to provide copies of your Medicare
- You will receive your first retirement check at the end of the month
in which you retire and at the end of each month thereafter.
- Retirement Division auditors will perform a preliminary audit of
your entire retirement record and establish your benefit entitlement.
- You will then be placed on the retiree payroll at an estimated
- The audit process to determine your exact retirement benefit takes
considerable time; therefore, you will be paid at an estimated level
until the audit is completed. When your exact retirement benefit has
been computed and verified, your income will be adjusted for the
difference between the estimated amount you were paid and your finalized
benefit retroactive to your retirement date.
- If it takes more than 6 months to finalize your pension
entitlement, the Retirement Services Division will pay you 5% interest
on any amount owed to you beyond the initial 6-month processing window.
- Retirement checks are paid monthly at the end of the month.
- Your pension is taxable income. All retirees are subject to federal
taxes. Whether you pay state tax may depend on the state you live in as
a retiree. For more information regarding any obligation to pay
Connecticut state taxes please contact the Department of Revenue
- Many deductions you pay as an active employee will end in
- you will no longer pay Social Security or Medicare taxes;
- your retirement contributions will end; and
- union dues are no longer mandatory in retirement.
- Most retirees will be required to pay only federal tax, state tax,
and monthly dental premiums. You may pay for health insurance if you
select a health insurance plan which requires a monthly premium.
- There are a select few "optional" deductions, which can be taken
directly from your retirement check including:
- Connecticut State Employees Credit Union Deposits
- Long-Term Care Premiums
- U.S. Savings Bonds
- When you retire you may be entitled to certain payouts. The following
payments will be paid by your agency not by the Retirement Services
- When you retire, your active pay will finally "catch up" to you. In
the first month of retirement, most retirees will receive one last full
active paycheck and one partial paycheck representing any days worked
into the last pay period.
- You will also receive a final pro-rated longevity check
representing the number of months you have worked into the next
- If you have vacation or sick time remaining on the books when you
retire, your agency will pay you (at your terminating rate of pay):
- the value of your entire vacation balance, and
- 25% of your sick leave balance, up to a maximum of 60 days
- Once you retire from state service, provided you do not leave under a
state disability retirement, the state has no limitations on your
outside employment. So long as you do not return to a state payroll, you
can work as much as you want and earn as much as you want without
impairing your Connecticut state pension.
- In certain special circumstances, you may return to active state
employment while retaining your full state pension. If you are able to
secure a state position in the future, you may return to state service
so long as you return to a temporary position and you work no more than
the equivalent of 120 working days per calendar year.
- You may also return to state service with no restrictions by
rescinding your initial retirement. (This assumes that you have
independently secured a state position.) If you return to state service
in a permanent position, your retirement benefits must cease, and you
will return to your old retirement plan (Tier II/IIA) and build credit
towards a future retirement above and beyond what you had accrued prior
to your initial retirement.
5-142(a) Disability Compensation
- On occasion, a retiree may begin to receive disability
compensation payments under CGS Section 5-142(a) as a result of an
old work related injury. State statutes specifically prohibit the
receipt of disability payments under CGS Section 5-142(a) while
receiving a state pension. Pension payments must stop while a
retiree receives this type of disability payment.
- If you should become eligible to receive disability payments
under CGS Section 5-142(a) after your state pension has begun,
call the Retirement Services Division immediately so that you can
avoid any overpayment of benefits.