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Getting Ready to Retire

As part of our commitment to all valued employees, the Office of Human Resources offers retirement consultations to assist with the transition into retirement. At the retirement consultation, we will review UT System Retiree Insurance Benefit eligibility requirements, benefit options, TRS/ORP requirements, coordination of UT Retiree Insurance Benefits with Medicare. Additionally, your HR Business Partner will help you explore the impact of reaching key service milestones and address questions about your specific retirement goals.

Inquiries from employees at UT academic and health institutions should contact their institution's Human Resources office for assistance.

UT System Administration employees, please contact your HR Business Partner to request a retirement consultation appointment. Include your name, phone number and/or email address, an estimated retirement date (if available) and morning/afternoon appointment preference.

The following resources are also available to assist you in determining eligibility and benefits:

The retirement checklist outlines steps to take once you are ready to retire. If you have questions, contact your HR Business Partner.


Printable Checklist

Retirement Checklist

6 Months Prior to Retirement

  • TRS Members
    Contact TRS to request a retirement estimate and packet. Review and complete the forms included in your packet and return them directly to TRS (except for the TRS 7 form) as soon as possible before your retirement date. Review and update your beneficiary designations with TRS.
  • Schedule a retirement consultation with your HR Business Partner. See Preparing for your Retirement Meeting below and ensure items are completed prior to your scheduled meeting.

3 Months Prior to Retirement

  • ORP Participants
    Contact your ORP provider to review distribution options and beneficiary designations.
  • Medicare (available at age 65 or younger if due to a disability)
    If you or any of your dependents are 65 or older by your retirement date, request a completed Medicare Request for Employment Information from Enroll in Medicare Parts A and B online or by phone at (800) 772-1213.
  • Social Security Benefits (available at age 62)
    Contact the Social Security Administration about 3 months before the date you want your benefits to start. Apply online via the Social Security Administration. You may also visit your local SSA office or call (800) 772-1213.
  • UTSaver Program (if applicable)
    Contact your TSA 403(b) and UTSaver DCP 457(b) provider to review distribution options and beneficiary designations.

If you are planning to enroll in UT System Retiree Benefits:

1 Month Prior to Retirement

Preparing for your Retirement Meeting

If possible, please submit retirement questions in advance to your HR Business Partner to make the most of your meeting time.

Complete and bring the following documents to your meeting.

If you are Retiree Benefits Eligible, you will also need to complete the following:

Related Resources