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Phased retirement provides eligible employees the ability "to make an orderly transition to retirement through part-time service." In lay terms, phased retirement is a way to retire gradually.

Below you will find basic information on Phased Retirement and more detailed information for faculty, staff and departments.

Am I eligible for phased retirement, and how will it affect my benefits?

This is the most common question we get asked about Phased Retirement. Administrative Regulation (AR) 3:2 contains details on eligibility and impact on benefits. Click here for AR 3:2.

If you have reviewed AR 3:2 and still have questions about your eligibility for Phased Retirement please contact one of your UK Retirement Officers in Benefits. Call 257-9519, option 3 and ask for a Retirement Officer or email

Phased retirement forms

Form for Faculty

Form for Staff

Phased retirement procedure

The following steps should be completed after an employee has verified their eligibility for phased retirement.

  • The employee completes the first page of the Phased Retirement Agreement and sends the form to a UK Retirement Officer.
  • A UK Retirement Officer signs the first page of the Phased Retirement Agreement, verifying eligibility, and sends the form back to employee and appropriate department administrator.
  • The employee signs page two of the Phased Retirement Agreement and obtains required signatures.
  • The appropriate Educational Unit Administrator and Chair, Dean or Director should approve the agreement and forward to the Provost’s office or Executive Vice President for approval.
  • The employee, or department administrator, returns the form to a UK Retirement Officer after the first three signatures on page two have been obtained.
  • A UK Retirement Officer will coordinate the signature for the Vice President of Human Resources and then send a copy of the agreement to the department administrator and employee.
  • Department administrator will enter the Phased Retirement Action in SAP.

Department resources

Please click here for instructions to enter the Phased Retirement Action is SAP.