Denise Opperman
Retirement: the paperwork, as of the first Sunday of it. All of this went throu…
saved Jun 11, 2017 10:30date Jun 11, 2017
6named, not linked
1question
What it says
Retirement: the paperwork, as of the first Sunday of it. All of this went through the district benefits office and the state retirement system, and I have a folder for each.
1. Pension (Wisconsin Retirement System): application filed in March. I chose the option that keeps paying Ray if I go first; the amount is on the annuity statement. First payment July 1, by direct deposit to the credit union, and the first of every month after.
2. Health insurance: we both stay in the school district's retiree group with Kettlestone, at our own cost, from July 1. Ray until his Medicare starts in May 2018, I until mine in April 2020. New cards are to come by mail.
3. Dental: none, after June 30. We pay Dr. Aumann ourselves.
4. Life insurance through the district ends. I have my own term policy with Norhaven.
5. Last paycheck June 15.
6. Keys turned in June 9 (four). Library card: kept.
Brought home: two boxes, the reading-corner rocking chair (mine, bought in 1991, with a receipt I can produce), and one withdrawn copy of "Charlotte's Web."
Tell Denise in March: half a year of salary and half a year of pension on the 2017 return.
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| Date | 2017-06-11 10:30 |
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q067 How many quilts have I finished since I retired?
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{
"$type": "n_type_note",
"id": "n_note_retirement_paperwork",
"createdAt": "1497177000000",
"date": "2017-06-11T10:30:00.000Z",
"body": "Retirement: the paperwork, as of the first Sunday of it. All of this went through the district benefits office and the state retirement system, and I have a folder for each.\n\n1. Pension (Wisconsin Retirement System): application filed in March. I chose the option that keeps paying Ray if I go first; the amount is on the annuity statement. First payment July 1, by direct deposit to the credit union, and the first of every month after.\n2. Health insurance: we both stay in the school district's retiree group with Kettlestone, at our own cost, from July 1. Ray until his Medicare starts in May 2018, I until mine in April 2020. New cards are to come by mail.\n3. Dental: none, after June 30. We pay Dr. Aumann ourselves.\n4. Life insurance through the district ends. I have my own term policy with Norhaven.\n5. Last paycheck June 15.\n6. Keys turned in June 9 (four). Library card: kept.\n\nBrought home: two boxes, the reading-corner rocking chair (mine, bought in 1991, with a receipt I can produce), and one withdrawn copy of \"Charlotte's Web.\"\n\nTell Denise in March: half a year of salary and half a year of pension on the 2017 return.\n"
}
Source
personas/retired-couple/records/notes-2015-2017.yaml:528
- id: note-retirement-paperwork
kind: note
date: 2017-06-11 10:30
body: |
Retirement: the paperwork, as of the first Sunday of it. All of this went through the district benefits office and the state retirement system, and I have a folder for each.
1. Pension (Wisconsin Retirement System): application filed in March. I chose the option that keeps paying Ray if I go first; the amount is on the annuity statement. First payment July 1, by direct deposit to the credit union, and the first of every month after.
2. Health insurance: we both stay in the school district's retiree group with Kettlestone, at our own cost, from July 1. Ray until his Medicare starts in May 2018, I until mine in April 2020. New cards are to come by mail.
3. Dental: none, after June 30. We pay Dr. Aumann ourselves.
4. Life insurance through the district ends. I have my own term policy with Norhaven.
5. Last paycheck June 15.
6. Keys turned in June 9 (four). Library card: kept.
Brought home: two boxes, the reading-corner rocking chair (mine, bought in 1991, with a receipt I can produce), and one withdrawn copy of "Charlotte's Web."
Tell Denise in March: half a year of salary and half a year of pension on the 2017 return.