The UP Manila HRDO organizes a retirement orientation scheduled every August of the calendar year. The office invites representative from GSIS, Pag-Ibig and Provident Fund to discuss the process and requirements in detail. Compulsory retirees and employees who already submitted Letter of Intent to Retire may attend the orientation. SRP: Administrative Personnel and REPS FCSLB: Full-time Faculty Retiree

Compulsory Retirement

1. The HRDO Leaves and Benefits Section will inform the employee of his/her retirement 6 months prior retirement date and provides other retirement requirements.

2. Employee prepares a Letter of Intent to Retire which must be duly endorsed by the Department and Head of the Unit/College, whichever is applicable.

3. Employee submits the endorsed Letter of Intent to Retire to HRDO Leaves and Benefits Section.

4. Once received, the HRDO Leaves and Benefits Section checks the completeness of the information prior to initials and signature of the Head of Division and HRDO Director.

5. HRDO forwards request to recommending Vice-Chancellors Offices, prior to Chancellor’s approval: Office of the Vice-Chancellor for Administration: for the Administrative Personnel Office of the Vice-Chancellor for Research and Development: for the REPS Office of the Vice-Chancellor for Academic Affairs: for Faculty

6. Once the Letter of Intent to Retire is approved by the Office of the Chancellor, the HRDO Leaves and Benefits Section releases a copy of intent to retire to requesting employee and forwards a copy of document to 201 files.

7. Employee submits all the retirement requirements to HRDO 3 months prior retirement date.

Optional Retirement

1. Employee prepares a Letter of Intent to Retire which must be duly endorsed by the Department and Head of the Unit/College, whichever is applicable.

2. HRDO provides the list of retirement requirements to requesting employee.

3. Employee submits the endorsed Letter of Intent to Retire to HRDO Leaves and Benefits Section.

4. Once received, the HRDO Leaves and Benefits Section checks the completeness of the information prior to initials and signature of the Head of Division and HRDO Director.

5. HRDO forwards to recommending Vice-Chancellors Offices, prior to Chancellor’s approval: Office of the Vice-Chancellor for Administration for the Administrative Personnel Office of the Vice-Chancellor for Research and Development for the REPS Office of the Vice-Chancellor for Academic Affairs for Faculty

6. Once the Letter of Intent to Retire is approved by the Office of the Chancellor, the HRDO prepares a memorandum on the letter of intent with initials of the Head of Division and signature of the HRDO Director.

7. The HRDO Leaves and Benefits Section releases the memorandum to requesting employee and forwards a copy of the document to 201 files.

8. Employee submits all the retirement requirements to HRDO once all the forms are complete.

B. Requirements

1. Letter of intent to retire (approval thru channels)

2. Application for GSIS Retirement/Life Insurance Benefit

3. Application for Pag-Ibig Provident Benefit Claim

4. Application for UP Provident Benefit Claim

5. Application for Terminal Leave Benefits

6. Application for Retiree's UP ID (w/ 2 ID picture) via online request

7. SALN ( as of date of retirement)

8. Photocopies of two IDs with Date of Birth and 3 specimen signatures

9. Photocopies of PSA Marriage Contract for Married Women

10. Exit Interview (for 201 File)

11. Declaration of Pendency/Non Pendency of Case - c/o Retiree wait for the text from GSIS before notarized and submit to GSIS within 3days

12. Service Record *to be provided by HR

13. DTR/COS *to be provided by HR

14. UP ID - N/A

15. NOSA *to be provided by HR

16. Certificate of Not Connected to Other Government Agency

17. FCSLB or SRP FORM

18. Service Record PGH or Service Record from other government agency

19. Certificate of Part Time/Full Time CM Faculty

20. Certificate of Last Day of Service

21. Provident Claim Bank Authorization form

22. Continuation Form or Withdrawl Form for Bayanihan Membership *for issuance of Bayanihan clearance (part of University clearance)

Optional Retiree:

1. University Clearance

2. Succession Plan