About Us | Contact Us | Search HR
Human Resources

Pre-Retirement Checklist

This checklist is designed to help you through some of the important steps in planning for retirement. A printable PDF is also available. As you make the transition to retirement, we recommend that you do the following to avoid a gap in your benefits:

Attend TXClass PN400: Retiring from UT Austin

UT Retiree Insurance Enrollment

Group Term Life Conversion

Long Term Care

Personal Information

Beneficiary Designation

Turn Unused Annual Leave into Retirement Savings

Medicare Enrollment (available at age 65 or younger if due to a disability)

Social Security Benefits (available at age 62 or older)

TRS Retirement (For TRS Members Only)

ORP Retirement (For ORP Participants Only)

UTSaver Program (prior or current participants only)

Sick Leave Pool Donation