Retirement Checklist

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 document is also available as a printable PDF. 

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.
• 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 and Old Age Security government benefits well in advance of your actual retirement.