Frequently Asked Questions
Phased Retirement Program
What is the purpose of this program?
UTSA is fortunate to have many tenured faculty with long-standing service to the university. For faculty, in recognition of this service and to provide valuable benefits, this program is designed to remove common barriers that can prevent taking the next step in life and pursuing new opportunities in career transition.
Can I choose how my phased workload will be distributed for the year?
Each phased plan is dependent on the needs of the department and college. Faculty interested in the Program will discuss these details with their Department Chair/School Director. Once an agreement is made the details will be reflected in the Phased Retirement Plan Agreement and approved by all parties.
If I have a course release for an assignment and will be continuing in that role on phased retirement, can I still have the course release while on phased retirement?
For a participant holding a Distinguished Faculty title and/or an Endowed title will those titles remain active during the phased year?
Yes, participants will continue to hold the endowment through the end of the Phased Faculty Retirement Agreement. The faculty member will receive 50% or less of the salary supplement that they were entitled to receive at the time of the separation during the periods of appointment outlined in the phased work plan.
Can my request be denied at any point in the process?
Requests may be denied by department management based on review of operational circumstances (e.g.- a determination that business needs require full-time availability of the position, a determination that budget resources are not sufficient to support participation in the program). Participation in the program is subject to approval by the Department Chair/School Director, Dean, and Provost prior to the start of the program.
What happens if I’m working on a grant next academic year?
Faculty scheduled to work on a specific grant during the next academic year should consult with the Office of Research Integrity about possible options. We encourage you to partner with Research Integrity prior to signing the agreement.
What is the process to qualify for an emeritus title?
The process for granting an emeritus title is described in UTSA HOP 2.03 Emeritus Academic Titles (http://www.utsa.edu/hop/chapter2/2-3.html)
As a faculty retiree what privileges do I retain at the University?
A list of Privileges for Faculty Retirees is available through the recently established Retired Faculty Association website.
What is the process if I want to participate in this program?
- Meet the eligibility criteria.
- Meet with your Department Chair/School Director to develop a phased work plan at least one semester prior to the start date.
- Once notified of approval, sign and submit the Phased Faculty Retirement Agreements to VPAA.PhasedRetire@utsa.edu by the January 31, 2023 deadline.
You are signing a legally binding agreement. As such, it is recommended you consult with an attorney, financial and/or tax advisors.
How is retirement eligibility calculated?
Retirement eligibility is calculated based on age, years of service with Texas state agencies, and employment status as of August 2003. For additional details about eligibility calculation, review the UT System eligibility flowchart.
What happens to my health insurance if I participate in the program?
As a retired employee, you will need to complete your retiree insurance enrollment via MyUTBenefits no later than 31 days from your retirement date.
Are there certain benefit plans that automatically roll over once I retire?
Medical, dental, and vision for you and your current dependents are automatically enrolled. To enroll in retiree basic and voluntary life insurance, you have to enroll via MyUTBenefits no later than 31 days from the retirement date.
Will my benefit plan under UT Select continue once I retire?
Continuation of UT benefits is contingent on eligibility based on your retirement plan. If eligible and you or your dependents are under the age of 65 or you return to work at 50%, you will be enrolled with UT Select. If eligible and you are Medicare eligible, you will be enrolled into UT Care as a retired employee or a return to working retiree under 50%.
Will my benefit plan coverage continue to be deducted from my paycheck?
No, you must make private payment arrangements with UT Benefits Billing.
Will I be able to immediately receive retirement benefits?
Before participating in the program, faculty members are strongly encouraged to contact a TRS Retirement Plan Representative (1-800-223-8778), ERS Employee Retirement System (1-877-275-4377) or their ORP vendor. Faculty members are solely responsible for consulting with their retirement program to determine eligibility for an annuity.
If I have a balance of annual leave or floating holiday at the time of my separation, will it be paid out?
If I have a sick leave balance at the time of my separation, will it be paid out?
Sick leave is not paid out at separation. However, you can choose to donate your sick leave to the sick leave pool. Sick leave donated to the sick leave pool cannot be reinstated once donated. If you choose to donate, submit Employee Request to Transfer Sick Leave Hours to Sick Leave Pool.