Retirement Bridge Plan (Faculty) - Brockport
Phased Retirement Application
(for) Non-teaching Professionals and Classified Staff
|Applicant Name: |Department: |
|Title: |Date: |
|Proposed Plan Effective Date: |Proposed Salary/Appointment Percentage (Ex: 50%): |
PHASED RETIREMENT PLAN OUTLINE
Please attach detailed description of revised job duties.
IMPLEMENTATION PROCESS
* Forward this Retirement Bridge Plan to the appropriate approval authorities
* If approved, two Appointment/Status Change Recommendation forms must be
completed by the applicant's department. The first must indicate the effective
date of the retirement bridge and appointment percentage of reduced work load/salary.
Please attach the original Phased Retirement Plan.
The second Appointment/Status Change form must indicate the effective date of
the applicant's retirement and include a letter addressed to the President
indicating the applicant's intent to retire at the conclusion of their retirement
bridge.
_________________________________ ________________
(Applicant Signature) (Date)
Approvals:
| |Comments: |Approval |Date: |
|Supervisor: | |Y or N |Date: |
|Director: | |Y or N |Date: |
|Assistant Vice President/Dean | |Y or N |Date: |
|Vice President/Provost: | |Y or N |Date: |
|President: | |Y or N |Date: |
Please return to department upon completion of plan review.
Note: Not all positions are conducive to this arrangement. It should be understood that this program is not an entitlement, but rather an option to be explored between staff member, supervisor, and the Vice President/Provost of a division. Eligibility does not guarantee acceptance into the program and ultimately requires Provost or Vice Presidential approval.
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