IU Phased Retirement Program Application & Agreement 2025

Show details

4.8 out of 5

85 votes

The document outlines the Indiana University Phased Retirement Program, which allows eligible faculty members aged 62 and older to reduce their workload by 20-50% for a period of 12-36 months while maintaining benefits and the option to withdraw from certain retirement accounts. Participants must retire from the university at the end of this period and cannot work for affiliated entities during it. The document includes sections for faculty member information, signatures for acceptance, and departmental approvals.

Here's how it works

01. Edit your phased retirement online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send phased retirement application form via email, link, or fax. You can also download it, export it or print it out.

The easiest way to modify IU Phased Retirement Program Application & Agreement in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling documents with our feature-rich and user-friendly PDF editor is simple. Follow the instructions below to complete IU Phased Retirement Program Application & Agreement online quickly and easily:

Log in to your account. Sign up with your email and password or register a free account to try the service prior to choosing the subscription.
Import a form. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit IU Phased Retirement Program Application & Agreement. Easily add and highlight text, insert pictures, checkmarks, and symbols, drop new fillable fields, and rearrange or delete pages from your paperwork.
Get the IU Phased Retirement Program Application & Agreement completed. Download your adjusted document, export it to the cloud, print it from the editor, or share it with other people through a Shareable link or as an email attachment.

Benefit from DocHub, the most straightforward editor to quickly manage your documentation online!

See more IU Phased Retirement Program Application & Agreement versions

We've got more versions of the IU Phased Retirement Program Application & Agreement form. Select the right IU Phased Retirement Program Application & Agreement version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (85 Votes)
2019	4.3 Satisfied (52 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I ask for phased retirement?

Start the conversation early with your employer, and be sure to include the appropriate parties, such as a human resources manager and your direct manager. Present the phased retirement as a method to resolve an issue for the organization, and focus on how it may benefit the employer more than you.

What is phased retirement for federal employees?

In phased retirement, an employee works half time and receives half of their full-time pay, while also getting about half of their annuity. Phased retirees (except for those at the Postal Service) must spend 20% of their working time in mentoring activities.

What is IU retirement plan?

The IU Retirement Plan for Academic, Exempt Staff, and eligible Non-Exempt (PAO PAU) Staff employees is a section 403(b) defined contribution retirement plan. All Plan contributions are made by Indiana University. Participants are not required, nor permitted, to make additional contributions to the plan.

Is IUL a good retirement plan?

``IUL is good because it allows you to stay far more aggressive in investments in your later years with no downside risk. With IUL, you can stay invested at SP returns after retirement when, usually, youd only be risk tolerant enough for bonds.

How much does IU Health match for a 401k?

A 401(k) savings plan is available, and IU Health provides a contribution match of up to 4% with immediate vesting and the potential for an additional annual contribution by IU Health based on organizational performance.

Who is eligible for IU retirement?

Attainment of age 65 with 10 or more years of PERF creditable service (or at least 5 years creditable service before becoming eligible for the IU Retirement Plan; Attainment of age 60 with 15 or more years of PERF creditable service; or at least 10 years PERF covered service before switching to IU Retirement Plan.

What is the IU 18 20 retirement plan?

The 18/20 Plan consists of two distinct provisions: monthly Interim Benefits paid to the participant and monthly Continued Contributions Benefits paid to the participants IU Retirement Plan account at TIAA-CREF or Fidelity Investments. Both benefits are paid to the Plan participant only.

When can I retire from IU?

IU Retiree Status Eligibility *For employees covered by the PERF retirement plan and separating at age 60, 61, or 62, Retiree status is reached with at least 15 years of IU service. Separation.

IU Phased Retirement Program Application & Agreement 2025

Here's how it works

The easiest way to modify IU Phased Retirement Program Application & Agreement in PDF format online

See more IU Phased Retirement Program Application & Agreement versions

Complete this form in 5 minutes or less

Got questions?

How do I ask for phased retirement?

What is phased retirement for federal employees?

What is IU retirement plan?

Is IUL a good retirement plan?

How much does IU Health match for a 401k?

People also ask

Who is eligible for IU retirement?

What is the IU 18 20 retirement plan?

When can I retire from IU?

Related links

Try more PDF tools

IU Phased Retirement Program Application & Agreement 2025

Here's how it works

The easiest way to modify IU Phased Retirement Program Application & Agreement in PDF format online

See more IU Phased Retirement Program Application & Agreement versions

Complete this form in 5 minutes or less

Got questions?

How do I ask for phased retirement?

What is phased retirement for federal employees?

What is IU retirement plan?

Is IUL a good retirement plan?

How much does IU Health match for a 401k?

Related Searches

People also ask

Who is eligible for IU retirement?

What is the IU 18 20 retirement plan?

When can I retire from IU?

Related links

Try more PDF tools