Request for Retiree Benefits Appointment

Scheduling Retirement Appointments

The purpose of these appointments is to assist Penn employees who are within one year of retirement* as they transition to Penn’s retiree benefits. The Benefits Office is unable to offer this service to employees who are not within one year of retiring, since Penn’s retiree benefits may change significantly by the time they retire.

*Retirement at Penn means separating from service while meeting the Rule of 75. This rule determines whether you’re eligible for Penn’s retiree benefits.

Planning for Retirement: Key Resources

To learn more about Penn’s current retiree benefits, including rates, please refer to the Retirement Planning Guide. Another helpful resource is the semi-annual Thinking About Retirement event, typically held in the fall (late September to mid-October) and spring (late May to mid-June). This event is open to all Penn employees, regardless of how far they are from retirement.

If you are more than one year away from retirement and have questions about the Retirement Planning Guide, the Thinking About Retirement event, or other retiree benefits resources, please contact the Benefits Solution Center at answers@HealthAdvocate.com or 866-799-2329.

If You’re Within One Year of Retirement

Submit the request form below, and Penn’s Benefits Office will reach out to schedule your appointment.

For UPHS Employees

This webpage provides information about Penn’s retiree benefits. UPHS offers separate benefits, which are administered by the UPHS HR department. For information about retiring from UPHS (HUP, Presbyterian, etc.), please visit: www.pennmedicine.org/employee-resources.