Phased Retirement

Phased retirement requires Board of Trustees’ approval, therefor the formal request should be submitted six months in advance of the start date. See AR 3:2 and HR procedures.


The following steps should be completed for a faculty member to verify their eligibility for phased retirement.

  • Faculty member contacts Department Chair (and Unit Director, if appropriate) regarding phased retirement interest and intent.
  • Faculty member completes the first page of the phased retirement agreement and verifies with a retirement officer in the Employee Benefits Office that he or she is eligible for phased retirement.  The “service check” can be accomplished by calling 257-9519, option 3.A
  • UK Retirement Officer signs the first page of the Phased Retirement Agreement, verifying eligibility, and sends the form back to faculty member and appropriate department administrator.


The following steps should be completed after a faculty member has verified their eligibility for phased retirement.

  • The faculty provides their Department Chair with a formal written phased retirement request that includes the HR form and Exhibit A (example of a completed exhibit A).   
  • The faculty member and Department Chair sign page two of the Phased Retirement Agreement.
  • The Department Chair submits the request for phased retirement to the Associate Dean for Faculty for further approval.   
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