IU Phased Retirement Program Application & Agreement 2026

1. Click ‘Get Form’ to open the IU Phased Retirement Program Application & Agreement in the editor.
2. Begin by filling out Section 1, Faculty Member Information. Enter your full name, University 10-Digit ID, date of birth, years of service at IU, department, campus, and specify your phased retirement period start date.
3. Indicate your proposed work schedule by selecting either a fixed percentage of Full-Time Equivalent (FTE) or a variable schedule. If you choose variable, provide a brief explanation in the designated area.
4. Proceed to Section 2 and sign to confirm your acceptance of the program's provisions. Ensure you also enter the date next to your signature.
5. In Section 3, gather necessary departmental signatures from the Chair of Department, Dean of School, and Campus Faculty Affairs. Each must print their name, sign, and date the form.
6. Once completed, submit the form to IU Human Resources at the specified address for processing at least 60 days before your phased retirement period begins.

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