Mark Loeber, Retirement Counselor

As your retirement counselors, we are here to assist you in creating a financial picture before you make your retirement decision. The following are items to bring or prepare before you come in to see us for an appointment:

  • Run a pension estimate if you are able to. If you are married be sure to put in your spouse’s date of birth. If you do not have computer access or don’t know how to do this, we can do it for you at your appointment.
  • Bring a recent pay stub.
  • If your spouse is currently working, bring a recent pay stub as well as any group health insurance benefits he/she is eligible for.
  • If you or your spouse is eligible or about to be eligible for social security benefits, bring a statement reflecting what your benefit will be. You can call the Social Security Administration or go online at www.ssa.gov to get this information.
  • Bring a recent statement of your Super Saver 401(k) program if you participate.
  • A general list of current debts. Example:
    • Mortgage
    • Car Loans
    • Credit Cards
    • 401(k) Loans
    • Other consumer debt
  • Put together a simple budget so you have an idea of what your monthly expenses are. See the budget template below.
  • Pension Packet. You can order this at any time. They will ask you for a termination date and a pension start date. You will be able to change this if the dates you selected are not correct. You can call AA HR to request this (1-800-447-2000) or do it online from JetNet. Do not mail this in until you know when your last day will be. We will help you fill out your pension packet at the appropriate time.
    • If you are coming in for a preliminary meeting, you do not need to have this with you. We will only need this when you know your last day and are ready to turn on your pension.
  • Divorce decrees/Death Certificate. If you have been previously married while at American Airlines, you will need to provide a copy of the divorce decree and/or death certificate when you mail in your pension packet.
  • Please bring any other documentation and/or questions that pertain to your specific situation and we will address those as well.