Request for retirement or vested benefit estimate - UM InfoPoint - uminfopoint umsystem 2025

1. Click ‘Get Form’ to open it in the editor.
2. Indicate whether you are requesting a Retirement Estimate or a Vested Benefit Estimate by checking the appropriate box.
3. Enter your full name in the designated field to ensure accurate identification.
4. Provide your Social Security Number and Employee ID for verification purposes.
5. Specify your desired Retirement/Termination Dates in the provided fields, noting that earlier dates will be processed first.
6. Estimate any expected salary increases, including the anticipated timing of these increases.
7. If applicable, include any special instructions regarding future salary assumptions or other relevant details.
8. Indicate if you have prior service at the University and provide details about any leaves of absence you have taken.
9. Fill in your spouse’s date of birth and name if relevant to your estimate.
10. Finally, enter your mailing address, including street, city, zip code, and contact numbers before submitting the form.

Start using our platform today to easily complete your Request for retirement or vested benefit estimate!