Individual Counseling

Who should have individual counseling?
Individual counseling sessions are scheduled for members who are visiting the office for a very specific reason (i.e., filing forms or applications, making payments for reinstatements or purchases of credit), or for those who have a unique situation that would be better addressed with an individual counselor.
If you are seeking pre-retirement counseling, we recommend that you first attend a retirement seminar since it will provide you with a broader and more thorough review of the issues important at this stage of your retirement planning. Feedback from participants has shown these seminars to be beneficial in their planning efforts.

How do I register?
Call our office at (800) 392-6848. We will prepare a personalized packet of information for you. When registering, we will ask about your projected retirement date, and for the name and date of birth of your beneficiary so that we can prepare estimated benefit amounts for the Joint-and-Survivor Plans (options 2, 3, and 4). If time permits, confirmation of your appointment and directions to our office will be mailed to you.

What should I bring?
If you have not yet filed your birth certificate with our office, we recommend that you bring a photocopy of a birth certificate and marriage license/certificate for you and your spouse, if married. We will document your file and return the document(s) (if original documents) to you prior to your departure.

If you plan to file for retirement, we will need a voided check to set up direct deposit of your monthly benefit. Addresses, dates of birth and Social Security numbers of beneficiaries may also be needed.