Resources for Retirees

You were here for DePauw, let us be here for you!

We value our retirees and are available to assist anytime.  Employees considering retirement should reach out to Human Resources at least six months prior to their desired retirement date, please contact the Benefits Manager for more information at 765-658-4135. 

IMPORTANT:  If you plan to enroll in Medicare and have a health savings account (HSA), to avoid a tax penalty, you should stop contributing to your HSA at least six months before you apply for Medicare.  Please notify Human Resources so we can stop any payroll or DePauw contributions towards your HSA. 

Retirement Resources/Forms

• Eligible for Retirement:  Meeting the Rule of 80

• Retirement Benefits Checklist Pre-65

• Retirement Benefits Checklist Post-65

• AmWins Post-65 Retirement Program Overview Presentation

• AmWins Post-65 Enrollment 2023 Booklet
  

• Retiree Separation Checklist

• Information Technology Accounts Policy

Retiree Healthcare Expenses and Insurance 

• Nyhart/VEBA Partial Eligible Expenses List

• Nyhart/VEBA Reimbursement Claim Form

• Nyhart/VEBA Reimbursement Direct Deposit Form*

• Nyhart/VEBA Beneficiary Form*

• Delta Dental Pre-65 Summary of Benefits

• Delta Dental Post-65 Summary of Benefits

• Sun Life Beneficiary Form*

*All enrollment and completed forms should be returned directly to Human Resources at least one month prior to the retirement date.

Retirement Savings 

• 403(B) Retirement Savings Plan Information 

• TIAA - Know Your Options

Medicare and Social Security Resources

• Understanding Social Security Retirement Presentation

• What is Medicare?

• How to apply online for Medicare Benefits 

• Enrolling in Medicare Part A & Part B 

• Social Security Administration Update 

• What can you do Online 

• Medicare and HSA Q & A 

• Costs in Coverage Gap

• What is the Medicare Donut Hole?

 Official Government Websites

• Official Medicare Website

• Official Social Security Administration Website