Exit Checklist

 

This checklist assists departments, employees, and Human Resources complete the termination process. It should be completed prior to employee's last day of work. Departments: Fax this form to Benefits Office at 312/996-5733.

 

Employee Name: _____________________________        Employee UIN: __ __ __ __ __ __ __ __ __

 

Employee Last working day: ____________________        Effective Termination date: _________________

 

Dept Name/Address: ___________________________      Job Title: ______________________________

 

Mail Code: (M/C)________          Supervisor Name/ Phone #: ____________________________


Employee Responsibility

    Submit resignation, if appropriate
    Contact State University Retirement System (SURS) 1-800-275-7877, particularly if retiring
    Access NESSIE: update W-4 form, address and phone number (final W-2 mailing)
    Give contact information to Benefits
    Return University I-Card (Photo ID Office at 1790 SSB or 241 CIU)
    Cancel parking/transit allotment
    Tuition Waiver
    UIC Library fees / books returned
    Turn in keys/access card
    Determine if you wish to donate unused sick leave to Shared Benefit Program; process via NESSIE
    Clean out desk/locker
    Submit any outstanding Medical Care Assistance Plan (MCAP) and/or Dependent Care Assistance Plan (DCAP) claims to Fringe Benefit Mgmt Co., 800-342-8017


Check the box for benefit items that apply to you:

 

    I am transferring to another State of Illinois organization
    I am retiring
    I have Health and/or Dental Insurance
    I have Reliastar Term Life Insurance
    I have Long-Term Disability insurance
    I have Life Insurance
    I contribute to a 403B Savings Plan
    I contribute to a 457 Savings Plan

Department Responsibility

    Provide IDES brochure or online link
    Collect building keys/access card, credit card, office supplies and equipment
    Contact Facilities Management to remove access to building
    Terminate employee access to computer systems
    Terminate EPAF authorization, if applicable
    Terminate voicemail/e-mail message
    Audit final time card and pay. Note: Final payout should not be forwarded to Payroll until keys,
   equipment and other items have been collected by the unit
    Submit PITR to end job within five days of termination date; can be sent before last day
    Update Taken field on PEALEAV after final calc date; may need to adjust Accrued for partial month
    Process DART separation
    Process Pay Adjustment, if pay-out due. Note: Final payout to be made only when there is no outstanding balance owed by employee
    Fax completed Employee Exit Checklist to Benefits Office at: 312/996-5733.


Benefits Office Responsibility

 
    Notify CMS if employee is transferring to another State of Illinois organization
    Advise of COBRA for Health and Dental Insurance
    Advise of portability for Reliastar Term Life Insurance.
    Advise of portability for Long-Term Disability
    Advise of 30-day portability for Life Insurance.
    Advise of options for 403B Savings Plan
    Advise of options for 457 Savings Plan
    Notify CMS of discontinued contributions to MCAP/DCAP



Supervisor/Dept Head Signature _________________________________ Date: ____________


Employee Signature ___________________________________________ Date: ____________


Benefits Office Signature _______________________________________ Date: ____________


 

 

Rev. 03/15/2005