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Retirement Checklist

Planning

Reaching retirement is an accomplishment for you to celebrate. Navigating the transition from employed to retired requires planning and preparation. Western’s Human Resources Office has assembled the tools and resources you need to smoothly make this life transition, all of which can be found on this website. We are here to support you and provide assistance along the way.

Timeline

Please review your retirement checklist based on your targeted date of retirement.

If you are planning to retire within 6 months and have not yet looked at the first two checklists, we strongly encourage you to start there to be the most successful in your retirement process.
The following checklists are a tool to assist you in your retirement planning.
It does not constitute legal or financial advice from Western Oregon University.
We recommend you work with a certified financial adviser to review the information you gather from these resources.

If you have any questions or concerns during your retirement process, please do not hesitate to contact our office.

Checklists

Checklist Coming Soon

Section A: Two Years Prior
Section B: One Year Prior
View/Print All Sections

CONTACT

Human Resources

Lieuallen Administration 305
P: 503-838-8490 | F: 503-838-8522 | E-mail: hr@wou.edu

Western Oregon University’s Land Acknowledgement
Western Oregon University in Monmouth, OR is located within the traditional homelands of the Luckiamute Band of Kalapuya. Following the Willamette Valley Treaty of 1855 (Kalapuya etc. Treaty), Kalapuya people were forcibly removed to reservations in Western Oregon. Today, living descendants of these people are a part of the Confederated Tribes of Grand Ronde Community of Oregon and the Confederated Tribes of the Siletz Indians.

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