This guide consolidates essential administrative guidance provided as part of a joint presentation by the Office of Academic Personnel & UW Human Resources Benefits, given January 2025.
Agenda Overview
UW Retirement Benefits Information
- Eligibility
- Applying to retire
- Retirement plan restrictions on reemployment
Academic Personnel Reemployment Information
- Emeritus appointments
- Academic personnel policies
UW Retirement Benefits
Important Disclaimers
- Information is current as of the presentation date
- Informational only; not exhaustive
- Plan rules summarized for clarity
- Do not rely solely on examples for planning
- Final limits determined by the applicable retirement plan
Retirement Eligibility
Eligibility depends on the retirement plan:
- UW Plans & Resources
- UW Retirement Plan (UWRP)
- WA Dept. of Retirement Systems (DRS)
- UWHR Benefits – Retirement Plans
- UWRP – Preparing to Retire
- Teachers’ Retirement System (TRS 3) – Preparing to Retire
Applying To Retire
UW Retirement Application Requirements
- Online application required
- May submit:
- No earlier than 6 months before UW separation date
- No later than 60 days after leaving employment
- Applications submitted after 60 days = not a UW retiree
- TRS/PERS participants must also submit a DRS Retirement Application
- UW Retirement Checklist (PDF)
Retirement vs. Termination Dates
- Termination date: last day worked
- Retirement date: first day of the next month
- June 15 → July 1
- December 31 → January 1
- Contact UWHR Benefits if termination falls on a weekend/holiday
Reemployment After Retirement – Benefits Rules
UW Retirement Plan (UWRP) Retirees
- Must identify as a UWRP retiree
- No waiting period to return to work
- Immediate return may delay retirement fund access
- Limited to 40% FTE per calendar year (Jan–Dec)
Department of Retirement Systems (DRS) Retirees
(Applies to TRS, PERS, and other DRS plans)
- Must identify as a DRS retiree
- 30-day waiting period after retirement date
- Returning early:
- TRS 3 benefit reduced 5.5% per 7 hours/month
- Reduction continues until 30 consecutive days without work
- Returning before retirement date cancels DRS application
- Maximum 867 hours per calendar year
- Exceeding limit stops monthly benefit
- Benefits resume when employment ends or next calendar year begins
Washington State Department of Retirement Systems
Retirement Education & Workshops
Academic personnel are strongly encouraged to attend a retirement workshop.
Academic Personnel: Working After Retirement
Giving Notice of Retirement
Guidance published on APF’s Leaving the UW page:
- Faculty & Librarians: written notice to dean/chancellor as soon as possible (preferably 1 quarter ahead)
- Other academic personnel: written notice to supervisor (preferably at least 2 weeks ahead)
Academic Reemployment
- Reemployed faculty must have:
- An emeritus appointment, or
- A retiree-version of their pre-retirement title
- Reemployment is at the unit’s discretion, unless vested right applies
Pro Tip:
Run Workday Report R0749 to confirm no outstanding sabbatical service obligation.
Emeritus Status
What Is Emeritus?
A lifelong honorary designation recognizing achievements and service.
Eligibility
- Retiring faculty at full or associate professor rank (tenure, WOT, research, teaching, clinical)
- Retiring librarians with permanent or continuing status
- 10+ years of meritorious service
Emeritus Appointment Basics
- Requested at time of retirement
- May begin:
- Day after retirement, or
- No later than 1 year after retirement
- Lifetime appointment
- May be paid or unpaid
Vested Right To Reemploy (Faculty)
Who Has a Vested Right?
- Faculty retiring from a tenured associate or full professor role
- Age 62 or older at retirement
Limitations
- Limited to 40% of tenure value
- Applies only to the 5 years following retirement
- Applies only to classroom teaching
- Subject to:
- State FTE limits
- UW compensation rules
Additional Considerations
- Retiring early does not extend the 5‑year window
- Skipping years does not extend eligibility
- Faculty retiring before age 62 lose vested right
- No vested right for faculty on DRS retirement plans
- UW may discontinue reemployment due to:
- Performance concerns
- Program elimination
- Financial emergency
Compensation & Reemployment Policies
- Total compensation limited to 40% of base salary at retirement
- Applies across all funding sources
- Base salary must match retirement base
- Academic year considered July 1 – June 30
- 9‑month appointees may request inclusion of summer salary history
- No merit-based salary increases for reemployed retirees
Rehiring In Workday – Resources
- Emeritus & Retiree Titles and Ranks
- Hire Emeritus – Workday User Guide
- Hire & Change Job for Unpaid Academics
- Employee Workday Help, Hire – Emeritus – Academic Personnel User Guide (NetID required)
Key Contacts & Resources
- Academic Affairs and Operations: acadpers@uw.edu
- Leaving the UW
- Working After Retirement
- Working After Retirement FAQ
- UW Benefits Retirement Workshops