Dear UPSEU Members,
Congratulations on making the decision to move onto the next amazing phase of your life!
On this page you will find all the forms you need to transition to retirement.
The items with a red*** need to be returned by June 12, 2026, to your MTABF Trustee.
Congratulations on making the decision to move onto the next amazing phase of your life!
On this page you will find all the forms you need to transition to retirement.
The items with a red*** need to be returned by June 12, 2026, to your MTABF Trustee.
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RETIREE “TO DO” CHECKLIST Steps to Take to Ensure YOU are Properly Enrolled 1. View the Retirement Plan Choices: 🔗MTABF PLANS ENROLLMENT FORM *** 2. Complete and return the: 🔗Change of Status Form *** |
RETIREMENT PRESENTATION
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DENTAL:
If you are choosing to enroll dependent(s) &/or spousal as part of a your retirement plan, the forms with red*** must be returned with your enrollment papers
LIFE INSURANCE:
If you are choosing life insurance as part of a retirement plan, the form with red*** must be returned with your enrollment papers.
OPTICAL:
ADDITIONAL OPTIONAL BENEFITS
IMPORTANT FORMS & DOCUMENTS FOR FUTURE USE
If you are choosing to enroll dependent(s) &/or spousal as part of a your retirement plan, the forms with red*** must be returned with your enrollment papers
- 🔗Dental Enrollment Announcement- Please note that you will not be able to use the variable benefit offset this cost
LIFE INSURANCE:
If you are choosing life insurance as part of a retirement plan, the form with red*** must be returned with your enrollment papers.
- 🔗LIFE INSURANCE CHANGE OF BENEFICIARY FORM***
- 🔗LIFE INSURANCE COVERAGE INFORMATION
- 🔗"I HAVE LIFE INSURANCE" DECLARATION - put with your important papers
OPTICAL:
ADDITIONAL OPTIONAL BENEFITS
- 🔗HEARING AID BENEFIT AUTHORIZATION FORM - use to allow spouse or dependent to use instead of you
- 🔗FINANCIAL COUNSELING BENEFIT SUMMARY
- 🔗LEGAL BENEFIT SUMMARY
IMPORTANT FORMS & DOCUMENTS FOR FUTURE USE
- 🔗CHANGE OF STATUS FORM - update personal info. / change of status ie: new address, marriage, divorce, etc.
- 🔗IMPORTANT CONTACT INFO
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RETIREES GIVE FORMS & CHECK to YOUR BUILDING TRUSTEE or MAIL TO: C. JENSEN @ Mahopac Middle School By June 12, 2026 |
BUILDING TRUSTEES EMAIL
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