Retiree Forms, Tools & Resources

If you’re a current retiree or are in the planning stages, the following resources, tools, and links might be helpful to you.

2024 retiree Open Enrollment information

Non-medicare eligible retirees: November 1–15, 2023

• Non-Medicare Eligible Retiree Highlights
• Retiree rates

Medicare-eligible retirees: October 15–December 7

• Medicare Eligible Retiree Newsletter
• HRA guide

Retirement forms

• Retiree Checklist
• Retiree Qualifying Life Event/Change Form
• 4R Prior Credit Form
• 5R Prior Credit Form

Tools

• Scenarios – HRA and Eligibility

Informational sessions

We offer monthly webinars to help you understand the retiring process. These sessions are most helpful for employees that are six months to a year from their anticipated retirement date.

Find an informational session

External resources

• Via Benefits University-sponsored marketplace
• Medicare
• HSA and Medicare
• Social Security
• TIAA