Preparing to Retire General Information

Attention: Effective Mar. 17, 2020, Social Security Offices will only offer phone service.This decision was made to protect the populations Social Security serves as well as the employees serving their customers. Find more information on the Retirement and Your Benefits webpage under the Social Security section. 

There are normally two options available for retirement: Regular and Phased

Regular Retirement

You must be at least 55 years of age to be eligible for retiree benefits.  If you leave the University any time after age 55, you are eligible for certain benefits.  You must contact the Benefits Office for information.  You should establish a retirement date with your department.  Contact the Benefits Office at least six weeks prior to your retirement date to schedule an appointment to complete the necessary paperwork. 

Phased Retirement

Phased retirement is an excellent benefit, however you must receive approval from your department and the appropriate administrative offices in order to participate. The request to enter the program may not be approved if it is deemed not to be in the best interest of the institution. 

Preparing to Retire Class

Prior to your retirement, you may also want to consider attending the session on the financial considerations of Retirement.  This UI "Preparing for Retirement" session is offered through the Benefits Office and UI Learning and Development.

The next session(s) will be held:

The Spring 2020 session that was to be held on Apr. 16, 2020 has been canceled due to unforeseen circumstances pertaining to COVID-19. Those that were enrolled for the April 2020 session have been contacted by UI Learning and Development. University Benefits would like to reschedule, but we currently do not have a date. Please check back for any updates. 
  • September 2020 (session has not been scheduled yet)

Presentations from last Session:

How to Register

To register for a session, sign in to Employee Self Service with your hawkID and password:

  1. Select the My  Career link  >>  Learning and Development link  >>  My Training link.
  2. Select "Enroll in Courses" button on the top menu
  3. Under "Find a Course", type in "Preparing for Retirement" in the "Course Title" box and select the blue button labeled "Search Courses"
  4. Select the blue button labeled "View Details" and continue to enroll in the session. 

If you’d also like to have your spouse/partner attend, please email to reserve a seat. 

Early Retirement Incentive Program

From time to time, early retirement programs are approved as a tool to help the University address specific budget shortfalls.

Contact Information

University Benefits

Campus Address
120 USB
Mailing Address

120 University Services Building
Iowa City, IA 52242-1911
United States

Monday-Friday, 8 a.m.-5 p.m.