University of Connecticut University of UC Title Fallback Connecticut

Retirement Planning

As you near retirement, you’ll have questions and need information.

IMPORTANT NOTICE: The benefits below may change due to the 2017 SEBAC Agreement. This page will be updated as detailed information becomes available.

 

Retirement Forms

Form #

Form Name

Who Must Complete

CO-744 Choice of Health Services After Retirement Form All retirees
CO-898
CO-898a
Application for Retirement Benefits
Application for Alternate Retirement Program Retirement Benefits Note: This form will be completed by Human Resources.
The employee only signs the form.
SERS/Hybrid Participants
ARP Participants
CO-899 Income Payment Election – Option “A” SERS/Hybrid participants who elect benefit payment Option A – 50% Spouse
CO-900 Income Payment Election – Option “B” SERS/Hybrid participants who elect benefit payment Option B – 50% or 100% Survivor
CO-901 Income Payment Election – Option “C” SERS/Hybrid participants who elect benefit payment Option C – 10 to 20 Years Period Certain
CO-902 Income Payment Election – Option “D” SERS/Hybrid participants who elect benefit payment Option D – Straight Life Annuity
CO-1047 Spouse Waiver of Monthly Survivor Benefits SERS/Hybrid participants who do not elect Option A or Option B (naming spouse as contingent annuitant)
CO-1068 Retirement – Direct Deposit Authorization and Input Form All retirees
W4P Federal Withholding Tax Form SERS/Hybrid participants
CT W4P CT Withholding Tax Form SERS/Hybrid participants residing in CT

Waiver of Retirement Plan Participation

Download [1.03 MB]

COBRA Continuation of Health Insurance

Download [140.96 KB]