Retire an Employee

Process to Retire an Employee

In general, to be eligible for Officer Retiree Medical Benefits, an employee must be age 55 or older and have completed 10 years or more of full-time benefits eligible service with the University after the age of 45.

To be eligible for Support Staff Retiree Medical Benefits, an employee must be age 55 or older and have completed 10 years or more of continuous benefits eligible service with the University after the age of 45.

Please check with the Benefits Department if you have specific questions regarding the benefits policy. Support Staff employees in bargaining units, should consult the appropriate collective bargaining agreement for more information on the benefits to which they are entitled.

Faculty are ordinarily expected to retire at the end of a term of instruction in order to avoid disrupting the curricular programs of their department and school, unless illness prevents them from performing their normal teaching. Retirement during a term of instruction requires the special permission of the Provost. For more information please refer to the Faculty Handbook, Chapter 3.

Process

  1. Generate an Active PAF for the employee from the Employee Personal Information page in the Manager Self-Service section of the People @ Columbia system. For information on how to print PAFs, access the MSS Guide
  2. Enter the Action / Reason codes and effective date at the top of the PAF (see the chart below)
  3. In the appropriate sections of the PAF, draw / type a single line through information that needs to be changed and print / type the new information in the updated fields. Verify that the form is complete, sign it, attach the appropriate documentation and route it to the appropriate office for approval, along with the required supporting paperwork for the transaction

Additional Documentation: The first step an employee needs to take in order to retire is to submit a letter to their Department Head stating the date they intend to retire.  Once the employee has submitted that letter of intent, please refer the employee to the Benefits Service Center at 212-851-7000, to speak with a Benefits Specialist regarding their benefits.

Note that once an employee is retired, they will no longer appear on the current View Employee Listing in MSS.  If you need to retrieve information for the retiree, generate the View Employee List using a date when they were active.  Reference the MSS Guide for additional information.   

Reference the “How to Complete a PAF” job aid for information on field entry.

Action / Reason Codes (Retirement)

Below are the applicable action / reason codes for a Retirement

Action CodeReason CodeReason
RETDISDisability Retirement
RETEAREarly Retirement (pre-65)
RETLAYLayoff (Academic personnel require prior approval of the Provost)
RETNORNormal Retirement (65+)

Click here for a complete listing of Action / Reason codes.