PHASED RETIREES DOCUMENT CHECKLIST/FORMS

1.  Phased Retirement Enrollment Documents
(to be completed with your Department Chair by January 31, 2010)

     a. Half-Time Work Plan (Word, PDF)
     b. Phased Retirement Application & Re-Employment Agreement (Word, PDF)
     c. General Release (PDF)

2.  Retirement Application 

If you would like to have monthly retirement benefits and health insurance effective July 1, 2010, you should file a retirement application with your retirement carrier between March 1-March 31, 2010.  Please follow the steps listed below:

     TSERS:
          a. Obtain a retirement estimate prior to completing your retirement
              application.
          b. When you have your estimate, call the Benefits Office at
              704-687-4271 to schedule a retirement application appointment.
          c. Bring your estimate to the Benefits Office along with the following:
                 i. Medicare Card (if age 65 or over)
                 ii. A voided check
                 iii. Proof of birth for you and your beneficiary

     ORP:
          a. Call your carrier and discuss possible payout options.
          b. Representatives will assist you in the application process.
          c. Contact the Benefits Office at 704-687-2892 to complete the
              retiree health care enrollment form and the ORP 4 form.