41.090: Retirement Separation
|Re-formatted on July 12, 2016|
Approved on March 6, 2009
|Signatures and dates
on archival copy
|30 days after approval||
Chief Human Resource Officer
The Ohio University
Executive Vice President and Provost
|Roderick J. McDavis|
Date of Approval
Following Last Full Review:
|June 5, 2008||
- A. Overview
This policy serves to differentiate between the ability to receive funds from a retirement system (STRS, OPERS, OPERS LE, ARP) and qualifying for retiree status as a faculty, administrator, or classified staff at Ohio university. This policy also serves to establish consistent criteria for an employee to be considered retired from Ohio university, and thereby to qualify for retirement benefits provided directly by Ohio university.
Ohio university offices and departments that provide services to retirees shall base their eligibility decisions on the criteria established by this policy. If in doubt about a particular case, they shall consult university human resources.
- B. Scope
This policy has no impact on STRS, OPERS, OPERS LE, IRS, and ARP provider rules and regulations regarding distribution of retirement funds or qualifying for retirement benefits from those systems.
This policy is to be effective for all separations from Ohio university for which the last day of work is on or after July 1, 2007. Former employees whose last day of work was June 30, 2007, or earlier, may seek formal recognition of their status as an Ohio university retiree by filing the "Ohio University Retirement Separation Form" at any time.
- C. Criteria for retiree status
To separate employment from Ohio university with "retiree" status, an employee under OPERS, STRS, and ARP must meet the following two specifications:
- The employee must have at least five years of service with Ohio university, and
- The employee must have achieved a total qualified service and age combination according to one or more of the following criteria:
- Five years of qualified service and age at least sixty
- Twenty-five years of qualified service and age at least fifty-five
- Thirty years of qualified service at any age
An employee who is in the OPERS LE retirement system may retire with twenty-five years of service and age at least forty-eight.
Qualified service is service with any combination of state or federal (including military) employers. Qualified service does not have to be continuous time. The age criterion is met if the employee's birthday is the day immediately following the last day of work.
- D. Initiation
The employee is responsible for initiating and completing required paperwork with their retirement system or provider, in addition to the "Ohio University Retirement Separation Form."
- E. Timetable
The employee must complete the "Ohio University Retirement Separation Form" at least thirty days prior to his or her desired retirement date.
The "Ohio University Retirement Separation Form" will serve as notification of intent to retire to the employing department and to the university.
- F. Documentation
If qualified service, as defined in part (C) of this policy, includes other state, federal, or military service, the employee must provide certifying documentation.
Proposed revisions of this policy should be reviewed by:
- General Counsel
- Faculty Senate
- Administrative Senate
- Classified Senate
- Forms, References, and History
- 1. Forms
The following form is specific to this policy:
- The Ohio University Retirement Separation Form is available from University Human Resources.
- 2. References
The following items are relevant to this policy:
- Policy 18.031, "Emeritus or Emerita Status."
- Policy 41.010, "Benefits for Administrative Presidential Appointees."
- 3. History
Prior versions of this policy were approved on March 6, 2009 (accelerated review), and June 5, 2008.