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.
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| Benefits for IU Retirees |
| 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 Annuity (TDA) Plan |
| Public Employees' Retirement Fund (PERF) |
| 18/20 Retirement Plan • Gainful Employment Certification form – July-Dec. 2007 |
The "Years of IU Service" requirement is prorated for ages that fall between those listed in the table.
"Years of IU Service" means the years of full-time, appointed service at Indiana University.
Forms and Publications
Participant Rights and Reponsibilities Upon Transfer or Termination ![]()
18/20 Retirement Plan Gainful Employment Certification form ![]()




