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University Human Resource Services

Indiana University
Benefits Change Connection

Retirees

Please choose a benefit plan below to view instructions for making changes to the plan. To qualify as a Retiree, a former Indiana University employee must have Retiree status, according to the age and service requirements in the table below.

Benefits for IU Retirees

IU Tuition Benefit (formerly Fee Courtesy)

Life Insurance

Medical Care Coverage

Conversion of Insurance Policy

Within 31 days of the date of retirement, the following plans can be converted to an individual policy.

Basic and Supplemental Life Insurance

Personal Accident Insurance (must be under age 70)

Retirement/Investment

IU Retirement Plan

IU Retirement Savings Plan

IUSERP

IU Tax Deferred Account (TDA) Plan

Retirement & Savings Plan

Public Employees' Retirement Fund (PERF)

18/20 Retirement Plan
    • Gainful Employment Certification form

Retiree Status  
Age at separation* Minimum Years
of Service

* Separation from IU or employment status change that results in discontinuation of Basic Life Insurance benefits.

**At ages 60, 61, 62, employees covered by the PERF retirement plan on the date of separation shall qualify with at least 15 years of IU service.

The “Years of IU Service” requirement will be prorated for ages that fall between the ages that are listed in the above table.

"Years of IU Service" means the years of full-time appointed service at Indiana University, excluding periods of leave without pay. However, sabbatical leaves and leaves for purposes of research of distinction are included.

55
30
56
28
57
26
58
24
59
22
   60**
20
   61**
18
   62**
16
63
14
64
12
65 or over
10