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Retiree Toolkit

The University of Cincinnati's Human Resources Department is dedicated to providing helpful information on benefits and other important resources to our retiring employees.  

Important: An employee must FIRST apply for retirement and be approved by his/her university sponsored retirement system. Verification is required for UC to process the retirement. Please refer to Board Rule 30-28-01 (HR Policy 12-02) for further clarification.

The checklist and information below will help you as you begin to navigate the UC retirement process. The suggested steps provided in the checklists below are intended to supplement, not replace, the guidance of a retirement, tax, financial planner or other related specialist. You may want to begin the final year processes earlier than suggested.

things to do
Faculty Staff
UC Retirement Checklist UC Retirement Checklist
Retirement Consultation List Retirement Consultation List

Benefits Following UC Retirement – Emeriti

Benefits Following UC Retirement – Non Emeriti

Benefits Following UC Retirement - Non Emeriti

Sample Retirement Letter (STRS)

Sample Retirement Letter (ARP)

Sample Retirement Letter (OPERS)

Sample Retirement Letter (ARP)

Facts for 403 (b) and 457 Deferral Information Facts for 403 (b) and 457 Deferral Information
Separation Clearance Form Separation Clearance Form
Contact Minnesota Life Insurance Company for continuation of Life Insurance Policy  1-866-293-6047 Contact Minnesota Life Insurance Company for continuation of Life Insurance Policy  1-866-293-6047

Frequently Asked Questions


I am going to retire and I have questions about OPERS, STRS or other retirement plans.

  • Retirement is a very important life event and it is vital that you take time to plan. OPERS and STRS offer various pre-retirement services including counseling and seminars to assist you with this process. STRS and OPERS can also provide you with retirement benefit estimates.


I am planning to retire, where can I learn more?

  • Our employee wellness program, Be Well UC, often has retirement planning resources and educational tools that are available to you.

When will I receive my first pension check after my retirement date?

  • Check directly with the appropriate retirement system or Alternative Retirement Plan vendor.

I will be 68 when I retire. How do I apply for Medicare?

  • Contact the Social Security Administration at

How far in advance should I begin my retirement process?

  • It is recommended that you start this process at least six months prior to your intended retirement date.

What steps should I follow to successfully complete my retirement from the university?

  • HR has a checklist that will assist you in this process.

How soon should I notify my department or supervisor of my intent to retire?

  • The best time would be as soon as you have made your decision to retire and can provide an exact date of your retirement.

Have More/Specific Questions? 

Click below for a full listing of UC resources and all benefits providers and vendors.