Transition from Long-Term Disability to Retirement

The eligibility rules when transitioning from Long-Term Disability (LTD) to retirement are the same as if you were still working; you receive the same years of service credit while a participant in the LTD plan. If you meet the Rule of 75, including the time you were on LTD, you are eligible for retiree benefits.

If you are approaching the end of your benefit period and you are not already enrolled in Medicare Parts A & B, you will be contacted by the Benefits Office in the Division of Human Resources before your benefit ends. Aetna will also send you a notice, approximately one month before the termination date. You will be reminded that you should contact Social Security at least 90 days prior to your 65th birthday to enroll. If eligible for retiree medical benefits, you will have an opportunity to select a different Penn plan for yourself and your dependent(s) since retirement is considered a qualifying event.

All other benefits for active employees, i.e., dental, vision, life insurance, and long-term care, change with your retirement. You have the same options as other retirees available to you at this time


Contact the Retirement Call Center
1-877-PENN-RET or 1-877-736-6738