Resignation / Retirement 
 
Thank you for your service to the Phoenix Union High School District.  The information provided on this page will assist you in navigating the process of resigning from the Phoenix Union High School District (PUHSD) and retiring from the Arizona State Retirement System (ASRS) if applicable.  Please remember, these are two separate processes.  If you have any additional questions or concerns, please contact Cyndy Nelke, Employee Benefits Specialist, @ (602) 764-1538 or nelke@phoenixunion.org.  
 
Don't forget, per the Professional Agreements, employees who plan to retire/resign from their employment with the District at the end of a contract year are expected to notify the District by March 15th.  This timeline is necessary to provide the PUHSD with ample time to hire a replacement. 
 
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Arizona State Retirement System

All eligible full-time, contracted employees of the PUHSD are also members of the Arizona State Retirement System (ASRS).  Once you retire, your pension and insurance, if applicable, would be provided by the ASRS. To ensure a seamless transition from active employment to retirement, the ASRS provides workshops, webinars and one-on-one meetings. Please review the ASRS Timeline@ https://www.azasrs.gov/content/retirement-timeline which outlines the optimum time-frame for preparing for ASRS retirement.  

In addition, please access your personalized account and other important retirement  information on the ASRS website @ https://www.azasrs.gov/content/retirement.

If you are not eligible to retire from the ASRS upon your severance from the PUHSD, you can leave your money on account with the ASRS or you can terminate your ASRS membership and withdraw your retirement contributions.   You can review your options and initiate the withdrawal process, if applicable, on the ASRS website.@ https://www.azasrs.gov/content/refunding-your-account-and-terminating-asrs-membership.


Unused Leave Time/Special Pay Plan
 
Upon severance from the PUHSD, any unused leave and / or vacation time you have accrued will be paid to you at the following percentages:
 
Leave - 45% of daily rate of pay for Certificated employees or 
45% of hourly rate of pay for Classified
Leave - 50% of daily rate of pay for Exempt employees.
Leave - 45% of duty rate of pay for Administrative employees. 
Vacation - 100% of daily rate of pay for all groups (12 monthers only).
 
Note: Leave and/or vacation time for Certificated and Administrative staff is tracked in days.  Leave time and/or vacation time for Classified staff is tracked in hours.
 
Payoffs less than $5000 will be paid directly to the severing employee.  If said payoff is more than $5000, the entire amount will be subject to the Special Pay Plan whereby the funds will be funneled through a 403b account administered by Security Benefit. Once your money has been sent to Security Benefit, you will work with our agent directly to invest, move or withdraw your funds.  The District contact is Nester Montoya @ nmontoya@pjadvisor.com or (480) 284-6554.  For more information on the Special Pay Plan, please review the Special Pay Plan Brochure and view the Special Pay Plan Presentation from Security Benefit.  Also, the IRS sets limits to the amount that can be contributed to a 403b each year; the 2016 maximum annual limit is $53,000.  Thus, any additional funds due to you once the 403b annual limit has been met will be processed the following calendar year(s).  

 
 
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PUHSD Resignation/Retirement Process
 
1. If you are planning to retire, please contact the ASRS to arrange for your retirement and insurance if applicable. Please refer to the ASRS section of this page.
 
2. Submit your letter of resignation to your school principal/supervisor by March 15th or as soon as you make your decision to resign/retire from the PUHSD.
 
Please note: If you are a Certificated Employee and you "break" your employment contract, you may be subject to a monetary penalty.  Please refer to the Certificated Professional Agreement for the specific language or review the Voluntary Separation/Release From Contract excerpt herein.
 
3. Finalize your post-employment insurance.  All insurance via the PUHSD will terminate on the last day of the month in which your contract ends or on the last day of the month in which you retire/resign from the District whichever is earlier.  You will have 4 options for your insurance when you leave the District: 
 
1.Group Insurance via another employer.
2.Private Insurance via the Healthcare Marketplace:
3.COBRA: Please refer to the COBRA Information Sheet for more information and the 2016/2017 COBRA Premiums for the current cost.
4.Subsidized Insurance via the ASRS:  Please refer to the ASRS website for information on their coverage @ https://www.azasrs.gov/content/health-care.
 
Note: if you have a supplemental life insurance policy, you will be sent the information to convert said policy to an individual policy if you wish.  You will also be notified by the District Life Insurance carrier regarding your options for keeping this policy as well (Benefit = Annual Salary or $25,000 which ever is higher).
 
4. Make arrangements with Security Benefit if your projected leave payoff will be more than $5000.  Please refer to the Special Pay Plan section of this page. 
 
5. Make arrangements with your campus/site to return all District equipment & keys. 
 
6. Turn in your PUHSD Early Retirement Program Options form and Attestation to Cyndy Nelke @ CES - 5th Floor.  The Talent Dept. will send you these forms automatically if you qualify for this program.  For more information regarding the benefits of this Program and to see if you qualify, please refer to the PUHSD Early Retirement Program benefit sheet.  For the current reimbursement breakdown, please refer to the PUHSD ASRS Early Retirement Program Reimbursement Amount sheet.

Returning To Work Post-Retirement
 
The ASRS rules for returning to work after retirement are very specific.  If you do choose to return to work for the PUHSD or another ASRS employer, please make sure that you follow the guidelines on their website https://www.azasrs.gov/content/return-work to prevent action against your ASRS pension. For a brief overview, please refer to the ASRS Returning to Work Rules sheet. 
 
If you are a certificated employee and wish to return as a Guest Teacher for the PUHSD, please complete the Certificated Post-Employment Request to Return to Work form and return to Norma Dominguez @ CES-5th Floor along with a copy of your current Teaching Certificate and Fingerprint Clearance Card.  You will be contacted for Guest Teacher Orientation and then placed on the Active Guest Teacher List.
 
If you are a classified employee and wish to return to work as a temporary worker for the PUHSD, please complete the Classified Post-Employment Request to Return to Work form and return to Diane Wheeler @ CES-5th Floor. Human Resources will then contact you for any applicable assignments.

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