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Retirement

Form Description
Allocated Spending Goals

Write a list of everything you would like to do from most important to least important. When you get extra money from any source, apply it to these goals. Item one may be new clothes for $100, item two could be a weekend trip away for $300, and item three could be pay off a credit card for $800. If you receive a $600 tax refund, you could do the first two items and put the remaining $200 towards the credit card debt.

Basic Cash Flow Plan

More than a budget, this will help plan what bills will be paid with each paycheck.

Debt Snowball Form

This form can give you a game plan to pay off your debt. List debts from smallest to largest, pay as much as you can on the smallest and the minimum on the rest.  As one debt is paid off, add the amount you were paying monthly on that debt to the minimum payment on the next debt on the list.

Faculty Phased Retirement Agreement

Use this form for faculty requesting entry into a Phased Retirement process.

Fidelity Matching 403(b) Enrollment Form

Employees should complete this form to make matching 403(b) retirement savings plan contributions to Fidelity Investments and designate beneficiaries.

Fidelity Voluntary 403(b) Enrollment Form

Employees should complete this form to make voluntary 403(b) retirement savings plan contributions to Fidelity Investments and designate beneficiaries.

Fidelity Voluntary 457(b) Enrollment Form

Employees should complete this form to enroll in voluntary 457(b) retirement savings plan through Fidelity. This form is also used for designating a beneficiary.

Income and Expense worksheet

This worksheet will give you a good basic understanding of what your current income and expenses really are.

Matching 403(b) Salary Reduction Authorization

Complete this form to authorize payroll deductions as contributions to UK's Matching Retiremtn Savings Plan.

Staff Phased Retirement Agreement

This form allows staff of UK to enter a Phased Retirement process.

TIAA Matching 403(b) Enrollment Form

Employees should complete this form to make voluntary 403(b) retirement savings plan contributions to TIAA Investments and designate beneficiaries.

TIAA Voluntary 403(b) Enrollment Form

Employees should complete this form to make matching 403(b) retirement savings plan contributions to TIAA and designate beneficiaries.

TIAA Voluntary 457(b) Enrollment Form

Employees should complete this form to enroll in voluntary 457(b) retirement savings plan through TIAA. This form is also used for designating a beneficiary.

Voluntary 403(b) Salary Reduction Authorization - 2021

Use this form for additional voluntary contributions, over and above the standard 5 percent 403(b) employee contribution.

Voluntary 457(b) Salary Reduction Authorization - 2021

Use this form for voluntary contributions to a UK 457(b) retirement savings plan, separate from UK's 403(b) retirement plan.