College of Liberal Arts

Separation Check List for Chairman

RETIREMENT or PHASED RETIREMENT

___  Upon expressed interest by the faculty member, give potential retiree a personalized cover letter along with attachments listed.

___  Encourage faculty member to seek personal legal and financial advice and to contact the Human Resource Service Center directly at 512-471-4772 (HRSC).

___  Receive letter of decision and/or Phased Retirement contract from faculty member.

___  Present copy of letter/ Phased Retirement contract to any other departments where the faculty member holds an appointment, even zero time.

___  Present retirement info to Budget Council or Executive Council for recommendations regarding Phased Retirement and Emeritus status.

___  Have staff process retirement letter and/or Phased Retirement contract with transmittal sheet (PR Link: http://www.utexas.edu/policies/hoppm/h0306.html).

___  Provide original letter and/or Phased Retirement contract to staff administrator for processing.

___  Upon receiving an official resignation or retirement letter, write an official acceptance of the resignation/retirement effective XX/XX/XX.

___  Talk with Associate Dean for Business Affairs about returning portion of released funds to Dean's Reserve.

___  Inform staff administrator of any action involving return of funds.


DEATH

___  Inform staff administrator and faculty.

___  Talk with Associate Dean for Business Affairs about returning portion of released funds to Dean's Reserve.


Contact

Please direct comments on the Procedures Guide to cola_comments@utlists.utexas.edu


Last Modified: 4 August 2009