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Retirement Action Plan: One month prior

One month prior

ActionAdditional InformationResources

Contact 5-myHR (713-745-6947) to set an appointment with a benefits representative to discuss:

  • Enrolling for benefits for you and your dependents as a retiree
  • Medicare
  • TRS
  • Returning to work
  • Joining Retirees Association

Bring to appointment:

  • TRS Form 7 (from TRS retirement packet)
  • Voided check to establish bank draft for benefits premiums
Want to continue current CNA Long Term coverage?Contact CNA at 888-825-0353. 

Update your beneficiary forms:

  • TRS
  • Dearborn National – online
  • Dearborn National - PDF
  • Retirement accounts – see your provider
  • Human Resources is unable to accept beneficiary forms.
  • Life insurance beneficiaries are not updated in myHR. To confirm your beneficiaries, send an updated beneficiary form to Dearborn National or view online.  
  • TRS requires a notary signature. Send to TRS at address on form.
  • Retirees covered by UT Select will receive $6,000 in life insurance for free.
For the TRS form, banks often provide notary services at no charge for their customers.

Important questions to consider

When am I eligible to receive:

How much money will I receive from:

Contact Information

Retirement Providers

Monday - Friday
8:00 a.m. - 5:00 p.m.

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