Request a retiree health care enrollment kit or make an Tuition reimbursementĮnrollment appointment with Via Benefits™ (if eligible). Contact the Wells Fargo Retirement Service Center to Business Travel Accident insurance (BTA) Begin enrollment in Medicare (if eligible). Update your personal information and beneficiary following benefit plans:ĭesignations. Discuss your retirement date with your manager. Consider your 401(k) Plan withdrawal timing and options. Cancel your Commuter Benefit Program election. Confirm Cash Balance Plan eligibility and model required forms.
Make Cash Balance Plan elections and return any Confirm retiree health care eligibility. Make your retiree health care elections.
WELLSFARGO TEAMWORKS TIMETRACKER HOW TO
Steps within this guide, you’ll learn more about each of these items and understand how to Want to begin thinking about as you approach your retirement. Timeline 1 Get ready 2 Income 3 Health care 4 Security 5 Enjoy Resourcesīelow is a high-level timeline to help you understand general timeframes and things you’ll Step 5 60 Take advantage of health and well-being resources, as well as Wells Fargoĭiscounts on everyday products like travel, entertainment, and electronics. Step 4 54 Financial protection benefits including life insurance, long-term care insurance,Īnd other plans can serve as a financial safety net. These will varyĭepending on Medicare eligibility and other requirements. Step 3 28 Evaluate all the health care coverage options available to you. Information about Wells Fargo plans and general information about social security.ĭecide upon health care coverage in retirement Step 2 13 Structure your retirement income to last as long as you need it to.
Then, choose the retirement date that works best for you. Step 1 6 Learn about all the Wells Fargo retirement benefits you may be eligible forĪnd how to qualify. 4 Find information about the steps you’ll need to take and when to take them to
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