STEP 1: Eligibility criteria is different for Tier 1 and Tier 2 employees. The UAB Benefits Department can assist you with determining the earliest date you are eligible to retire. Appointments may be made with the Benefits staff by calling 205-934-3458.
Must have at least 10 years of creditable service with TRS and be 60 years of age. OR Must have 25 years of creditable service with TRS at any age. Must have at least 10 years of creditable service with TRS and be 62 years of age. |
STEP 2: Once you confirm with Benefits you are ready to retire, the team will help you complete an application for retirement.
- Application must be made in the Benefits office no earlier than 90 days prior to and no later than 30 days from your retirement date. You must retire on the first of a month (example Aug. 1).
- It is your responsibility to ensure timely completion of your application to retire.
- You will be required to list a beneficiary for your retirement monies; therefore, it is important to bring the beneficiary's name, address and social security number when you meet with the Benefits staff
- The Benefits staff member will also review all of your current benefits and any plans you are eligible to convert or keep upon retirement.
STEP 3: Once Teachers' Retirement System (TRS) receives your retirement application:
- You will have two (2) items mailed to your home address:
- Your retirement options.
- PEEHIP medical insurance application (PEEHIP is medical insurance that is available to employees who service retire with TRS)
STEP 4: Schedule a second appointment with UAB Benefits to discuss your retirement options. UAB Benefits will:
- Explain your income options.
- Notarize chosen retirement options.
- Certify your PEEHIP medical insurance application (if applicable)
- Provide you a copy for our files.