Resignation / RetirementThank 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 (PXU) 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 firstname.lastname@example.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 PXU with ample time to hire a replacement.
PXU Early Retirement Program (ERP)
The PXU sponsors an Early Retirement Program (ERP) for long-time employees of the PXU who were hired prior to 7/1/2009. The PXU ERP was revised effective 7/1/2019. To review the NEW ERP effective 7/1/2019, please refer to the New ERP Information Sheet referenced below. You can also reveiw the 2019 Reimbursement Rates and FAQs below.
If you have any questions about the NEW ERP, please contact Cyndy Nelke, Benefits Specialist @ 602-764-1538 or email@example.com.
Arizona State Retirement System
All eligible full-time, contracted employees of the PXU 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 PXU, 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 PlanUpon severance from the PXU, 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 or45% of hourly rate of pay for ClassifiedLeave - 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. Also, eligibility restrictions and maximums may apply; please refer to your current Employee Handbook for more information.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 @ firstname.lastname@example.org or (480) 471-8256. For more information on the Special Pay Plan, please review the Special Pay Plan Brochure-2019 and view the Special Pay Plan Presentation-2019 from Security Benefit. Also, the IRS sets limits to the amount that can be contributed to a 403b each year; the 2020 maximum annual limit is $57,000. Thus, any additional funds due to you once the 403b annual limit has been met will be processed the following calendar year(s).
PXU Resignation/Retirement Process1. If you are planning to retire, 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 PXU.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 PXU 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 with the exception of Flex. Flex accounts will be terminated to align with your resignation/termination date. 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 2019/2020 COBRA Premiums for the 2019/2020 costs.4.Subsidized Insurance via the ASRS: Please refer to the ASRS website for information on their coverage @ https://www.azasrs.gov/content/health-care.
Remember: All Life Insurance via the District (Supplemental and District Paid) is Term Life. Consequently, all policies will end per the parameters referenced above. If you wish to continue your Life Insurance, you can request an application to convert and/or port some or all of your coverage by contacting The Standard @ 800-368-1135. Note: Participants of the PXU Early Retirement Program per # 6 below retain their District Paid Life Insurance so conversion/portability would not be necessary for this policy only4. 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 PXU Early Retirement Program (ERP) Options form and Attestation to Cyndy Nelke @ CES - 5th Floor if applicable. The Talent Dept. will send you these forms automatically if you qualify for this Program. For more information regarding the benefits of this Program, please refer to the Early Retirement Program (ERP) Section on this webpage.
Returning To Work Post-RetirementThe ASRS rules for returning to work after retirement are very specific. If you do choose to return to work for the PXU 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 PXU, please complete the Certificated Return to Work form and return to Norma Dominguez @ CEE-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 PXU, please complete the Classified Return to Work form and return to Erendida Munoz @ CEE-5th Floor. Talent will then contact you for any applicable assignments.Note: This webpage is for informational purposes only. Current Employee Handbook Language and/or Board Policy will supersede the information included on this webpage if discrepancies exist.