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UNIVERSITY OF NORTH CAROLINA PHASED RETIREMENT APPLICATION AND REEMPLOYMENT AGREEMENT EMPLOYEE NAME: EFFECTIVE DATE OF RESIGNATION: DATE REEMPLOYED: REEMPLOYMENT OBLIGATION FROM TO INSTITUTION: DEPARTMENT:

How to fill out phased retirement application and

How to fill out a phased retirement application:

Gather the necessary documents:

1. Obtain a copy of the phased retirement application form from the appropriate source, usually your employer or retirement plan administrator.
2. Collect any supporting documents required, such as identification proof, employment history, and financial information.

Read the instructions carefully:

1. Thoroughly review the instructions provided with the application form to understand the requirements and process.
2. Pay attention to any specific deadlines or additional forms that need to be submitted along with the application.

Provide personal information:

1. Fill in your full name, contact details, and any other personal information as required on the application form.
2. Double-check the accuracy of your information to avoid any errors or delays.

Complete employment details:

1. Provide detailed information about your current employment, including your job title, department, and years of service.
2. If applicable, include any previous employers or periods of unemployment that might be relevant to your phased retirement application.

Indicate the desired phased retirement arrangement:

1. Clearly express the type of phased retirement arrangement you intend to pursue, such as gradually reducing hours or transitioning to a different role.
2. Specify the proposed starting date and duration of the phased retirement period.

Fill in financial and retirement plan details:

1. Provide information about your retirement accounts or pension plans, including the plan name, account number, and current balance.
2. If necessary, consult with a financial advisor or retirement plan administrator for assistance in completing this section accurately.

Who needs a phased retirement application:

Employees approaching retirement age:

1. Individuals who are nearing their intended retirement age but wish to continue working in a reduced capacity may need to complete a phased retirement application.
2. This applies to employees who are looking to gradually transition into retirement rather than abruptly ending their employment.

Employers offering phased retirement programs:

1. Some employers provide phased retirement programs as part of their employee benefits package.
2. In such cases, both the employees interested in a phased retirement arrangement and the employer may require the completion of a phased retirement application.

Individuals seeking guidance and approval:

1. A phased retirement application serves as a formal request to your employer or retirement plan administrator for approval and guidance on the process.
2. If you are unsure about the eligibility criteria or procedural requirements, submitting a phased retirement application can help you understand the options available to you.

Note: The specific requirements for a phased retirement application may vary depending on the country, organization, or retirement plan in question. It is essential to consult the relevant resources and seek professional advice if needed when completing a phased retirement application.

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