Countdown to Retirement

Company Retirement Benefits
  • Before you leave your job, get records you may need, such as written material on your retirement health benefits and other benefits. Check with your company to see if they have any special offers for retirees.
  • Schedule an appointment with your employer's human resource department to discuss retirement plan options and confirm the amount of your benefits.
  • Read your most recent employer benefits statement and check the statement for accuracy.
  • Review your own retirement savings outside company plans. See the section Taking Inventory for more information.
  • Consider hiring a professional to analyze your various payout options for your retirement benefits.
  • Contact former employers about retirement benefits that you may have coming from them. Make sure to include your Social Security number, your address, and the approximate dates of your employment. Give them about six month's notification of your pending retirement, so they can do all the necessary paperwork.

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NOTICE: Trust products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or its affiliates; ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by First United Bank & Trust or its affiliates; and iii) are subject to investment risks, including the possible loss of value.

NOTICE

First United offices will be closed, Saturday, August 20; to celebrate our employees with a company-wide event.

You may still access First United through our ATM Network, or using Online or Mobile banking.

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