<

Benefits Forms

All Deferred Compensation forms, questions, updates and changes including 401k/403/457 etc under this section as of July 1, 2020.

Contact Retire Ready or complete the forms on their website. Contact information to ask questions listed on the website. This will not be processed in Human Resources after July 1, 2020.

Downloading Forms

All documents are in PDF format. Adobe Acrobat Reader is required to view them.

Submitting Forms (choose one)

  • Retirement Services
    221 Conference Center Building
    600 Henley Street
    Knoxville, TN 37996-4125
  • Email: retirement@tennessee.edu
  • Fax: 865-974-3559

Click a heading below to expand/collapse information

 

Retirement Forms

Tennessee Consolidated Retirement System (TCRS/TCRS Hybrid)

Annual Statement TCRS

 

For all forms and reviewing your salary and service reported to TCRS.

Exempt Employee TCRS Enrollment Forms

Optional Retirement Program (ORP/ORP Hybrid)

Exempt Employee ORP Enrollment Forms/Information

Deferred Compensation Forms

Retiring from UT

Continuation of UserId and Email Account in Retirement

 

For retiring faculty/staff to retain their email and UserId.

Post Retirement Agreement

 

For rehiring retiring faculty.

Deferred Compensation Forms

401(k) and 457(b) Plans

Enrollment and/or Changes

 

For online enrollment or changes to the 401(k) or 457 plans.

Agreement for Deferral of Lump Sum Annual Leave

 

To defer annual leave at the time of termination to the 401(k) or 457 plans. (form 1 and 2 required)

Plan Distribution Request

 

For total or partial lump sum withdrawals or rollovers out of the 401(k) or 457 plans, please contact Empower-Retirement at (800) 922-7772, option 2. From the Nashville area, call 615) 244-1030.

403(b) Plan

Enrollment

 

For 403(b) new enrollments (be sure to open the account with your 403(b) provider company also).

Salary Reduction Agreement

 

For deferral amount increases, decreases, or cancellations in the 403b plan.

Agreement for Deferral of Lump Sum Annual Leave

 

To defer annual leave at the time of termination to the 403(b) plan. (form 1 and 2 required)

403b Plan Distribution Request

 

For 403b total or partial lump sum withdrawals or rollovers out of the plan, please contact the 403b provider (Ameriprise, Fidelity, TIAA-CREF, VALIC, VOYA).

Thrift Saving Plan

Enrollment or Change to TSP Contributions

 

For new enrollment in TSP or for increases, decreases, or cancellations in the TSP plan.

For Thrift Saving Plan total or partial lump sum withdrawals or rollovers out of the plan, please contact Thrift Savings Plan at 1-TSP-YOU-FRST (1-877-968-3778) or TDD: 1-TSP-THRIFT5 (1-877-847-4385) (for hearing-impaired participants).

 

Long Term Disability Forms

Enroll Today

Open Enrollment Period Sept. 30 through Oct. 31, 2019

  • Online Enrollment [Recommended]
  • Enrollment Form – 2019 [Available for those without computer access]
  • Questions about the enrollment process can be directed to the Steps2Enroll Help Desk at 1-800-523-2178 or at steps2enroll@lfg.com.
  • Questions regarding the new plan should be directed to the UT System Office of Retirement Services at 865-946-8847 or the UT System Payroll Office at 865-974-5251. Questions also can be directed to Lincoln Financial Group at 1-800-423-2765.

Lincoln Financial Group Long Term Disability Information

Long Term Disability Cancellation

Long Term Disability FAQ

Long Term Disability Claim Form

Employment Opportunities

View employment openings at UTM.

Learn More >

Contact

Marsha Davis
(731) 881-7845