Terminal Leave Policy, Procedures and Forms

1. If a department chair and a faculty member reach a tenative agreement on arrangements for a terminal leave, the faculty member meets with a benefits office staff member to discuss retirement eligibility, income options, benefits coverage, required paperwork, post-retirement employment constraints, and the optimum date of retirement. A letter confirming the meeting has occurred is signed by the benefits office staff member and forwarded to the department chair. 
2. The department chair completes the Terminal Leave Agreement.  The terms of specific negotiated arrangements are reviewed for legal sufficiency by either the Legal Office (x54945) or the Associate Provost for Faculty Affairs (x54252).  See the University's Policy on Terminal Leave for additional guidelines.
3. The faculty member is given the Terminal Leave Agreement and has 21 days to sign the agreement.
4. The faculty member should submit the agreement, a letter stating his/her intent to retire, and the letter from the benefits office to his or her department chair. 
5. After signing the agreement(s), the chair should forward the materials to the dean.The dean should sign the agreement(s) and forward the materials to the Associate Provost for Faculty Affairs, 1119 Main Administration Building, for the endorsement of the Provost and approval by the President.
6. After a decision is reached by the President, copies of the materials are distributed to the applicant, chair, dean, and the payroll and personnel officers. The original material is kept in the Office of the Associate Provost of Faculty Affairs.