Request for Retiree Benefits Appointment

Who Should Submit This Form?

This form is for University of Pennsylvania (Penn) employees who will become Penn retirees under the Rule of 75 and need to discuss the transition to Penn's retiree benefits. This request should be submitted between three months and one year from the employee's expected retirement date. Upon receipt of this request, Penn's HR Benefits office will contact you to schedule an appointment.

Please note that we cannot give financial or insurance advice, make recommendations, or review calculations.

UPHS employees: For information about retiring from the University of Pennsylvania Health System (e.g. HUP, Penn Presbyterian), please visit www.pennmedicine.org/employee-resources.

For questions about Penn's retiree benefits that are unrelated to a planned retirement date, please see the Penn Retirement Planning Guide in the Quick Links to the right. For questions about the information in the Penn Retirement Planning Guide or in the retiree benefits webpages or elsewhere, please email HRBenefits@hr.upenn.edu.