Once you know that you are ready to retire, there are a number of steps you need to complete. This page provides a checklist of the steps to complete.
The Retirement process is also available through a printable PDF [1].
Notify your Department
- Inform your department in writing about your upcoming retirement and what your last day at work will be.
- Most departments request a minimum of three months’ notice prior to your last day at work. Some bargaining units may require additional lead time – check your collective agreement.
- Once your retirement notice has been accepted, it is irrevocable.
- Make arrangements to use up all your vacation/floater prior to your last day of employment.
- For individuals who use up their remaining vacation immediately prior to retirement, your last day of employment could be after your last day physically at work.
- Speak with your department about their last day procedures. You may need to hand in equipment, keys and other UG property.
- Please note:
- Under the UPP, retirements are processed on the last day of the month. Your retirement date and last day as an employee would both be the last day of a month.
Contact Human Resources
- Contact Human Resources a minimum of three months prior to retirement, ideally after you have provided notice to your department.
- HR informs UPP about your retirement.
- The Pension package will be sent to you directly from UPP. UPP’s default method of communication is via their member portal.
- Please reach out to UPP Member Services, for any questions related to your pension, at memberservices@universitypensionplan.ca [2].
- HR will send you the Non-Pension retirement package, approximately 4 weeks in advance, which includes enrolment options for post-retirement benefits, retiree email, etc.
- This package is emailed to your attention as a PDF attachment.
- Detailed instructions on how to complete the package are included.
Apply for Government Benefits
Apply for the Canada Pension Plan [3] and Old Age Security [4] government benefits well in advance of your actual retirement.