Retirement Savings Plan Forms and Documents

Retirement Savings Plan Guides and Checklists

These resources provide answers to common questions about the U-M retirement savings plans at a glance.

Retirement Savings Plan Books

These books provide an overview of the U-M retirement savings plans and information about continuing benefits when you retire from U-M.

Retirement Savings Plan Forms

Most retirement savings elections are completed in Wolverine Access.  

Temporary Employees

Use the form below if you are a temporary employee and wish to enroll in an SRA:

Compulsory Participants

If you are a compulsory participant in the Basic Retirement Plan (you are age 35 or older, with two or more years of eligible service, and you have a 100% appointment effort), and you would like to cancel the Reduced Benefit Option, you may elect to contribute 5% and receive the 10% U-M match (or contribute 4.5% and receive the 9% match if you are subject to Paid Time Off as an employee of Michigan Medicine). Download and complete the Cancel the Reduced Benefit Option form and return it as instructed on the form to enact the change in contribution rates.