Faculty Early Retirement Program (FERP) Form
This guide walks you through the workflow and completing the Faculty Early Retirement Program (FERP) form.
Workflow
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How To Fill Out The FERP Form
Click on your role (example: Chair, Provost) to expand and see the detailed steps.
Step 1:
Login to CSUF Forms
Step 2:
Type 'FERP' into the search bar
The Faculty Early Retirement Program Request (FERP) form will populate below
Step 3:
Click on the airplane icon to launch the form
The form will open to the Participation Details tab
Step 4:
Enter your CWID in the CWID field and hit Enter
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Once you hit Enter, the Print Name and Department field will populate
If you are a MPP upon entering your CWID, you will see the following 'retreats right' option
If you are not an MPP, skip to Step 10
Step 5:
Read the statement
Step 6:
If this applies to you, check the box to verify you are an MPP
Additional fields allowing you to specify your Department Name and ID will appear
Step 7:
Type your department name (or partial name) in the Search Department field
tab to the next field
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Step 8:
Click on the Dept Name drop-down caret
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Step 9:
Select the appropriate department
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Upon selection, the Dept ID field will populate
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Step 10:
Indicate your participation action
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Note: Each selection notes which section(s) you must fill out
Example: Change FERP Term > Complete Section B
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Step 11:
Fill out the appropriate section(s)
Select the Section link to expand section instructions
Step A:
Indicate the semesters you will be working
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Step B:
Click the Academic Year drop-down caret
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Step C:
Select the appropriate academic year
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Step D:
Click on the calendar icon
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Step E:
Select the appropriate date
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Step F:
Indicate your decision to carry 48 hours of accrued sick leave into your FERP appointment
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Step A:
Indicate which semester you are changing from (in the From box on the left)
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Step B:
Indicate which semester you are changing to (in the To box on the right)
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Step C:
Click the Academic Year drop-down caret
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Step D:
Select the appropriate range
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Step A:
Select the appropriate FTE option (in the FROM box)
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Step B:
Check the FTE checkbox (in the To box)
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Step C:
Enter the appropriate FTE in the FTE field
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Step A:
Indicate your last semester working under FERP participation
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Step B:
Click the End Participation Year drop-down caret
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Step C:
Select the appropriate participation year
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Step 12:
Click on the Signature and Acknowledgement tab
Step 13:
Click on the checkbox to sign the form
The Signature and the Date field will populate upon checking the checkbox
Step 14: (Optional)
Leave a comment in the Comments (optional) field
Step 15:
Click the Submit button
The screen will refresh to show you a submittal confirmation screen
The form will next go to Academic HR for Review
Once Academic HR has reviewed the document it will come back to you for review
You will receive an email indicating there is a Faculty Early Retirement Program Request form ready for your review
Step 16:
Click the View Form link OR
Go to CSUF Forms
under My Tasks, click the appropriate form
Step 17:
Click on the Signature and Acknowledgement tab
Step 18:
Review the comments (if any provided)
Step 19:
Check the box to indicate that you have completed the review
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The Signature and the Date fields will populate upon checking the box
Step 20: (Optional)
Leave a comment in the Comments (optional) field
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Step 21:
Click the Submit button (in the upper right-hand corner)
Step 22: (Optional)
Leave a comment in the Comments(Optional) field
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Step 23:
Click on the Confirm button
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Step 24:
Click on the OK button
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You will receive an email indicating there is a Faculty Early Retirement Program Request form ready for your review
Step 1:
Click the View Form link OR
Go to CSUF Forms
under My Tasks, click the appropriate form
Step 2:
Click on the Proceed button
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Step 3:
Review the information provided in the Participation Details tab
Step 4:
Click the Signature and Acknowledgement tab
Step 5:
Review the comments (if any provided)
Step 6:
Click the Submit button
Step 7: (Optional)
Leave a comment in the Comments(Optional) field
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Step 8:
Click on the Confirm button
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Step 9:
Click the OK button
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The form go back to the Faculty for review
The form will then proceed to Chair and Dean
You will be notified when the form is ready for your review (continue with Step 10 )
You will receive an email indicating there is a Faculty Early Retirement Program Request form ready for your review
Step 10:
Click the View Form link OR
Go to CSUF Forms
under My Tasks, click the appropriate form
Step 11:
Click on the Proceed button
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Step 12:
Review the information provided in the Participants Details tab
Step 13:
Click on the Signature and Acknowledgement tab
Step 14:
Review the comments (if any provided)
Step 15:
Click the Submit button
Step 16: (Optional)
Leave an comment in the Comments(Optional) field
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Step 17:
Click on the Confirm button
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Step 18:
Click on the OK button
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The form will go to the VPAA / Provost
You will be notified when the form is ready for your review (continue with Step 19)
You will receive an email indicating there is a Faculty Early Retirement Program Request form ready for your review
Step 19:
Click the View Form link OR
Go to CSUF Forms
under My Tasks, click the appropriate form
Step 20:
Click the Proceed button
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Step 21:
Review the information provided in the Participation Details tab
Step 22:
Click on the Signature and Acknowledgement tab
Step 23:
Review the comments (if any provided)
Step 24:
Check the checkbox to indicate that you have completed the review
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The Signature and the Date field will populate once you check the checkbox
Step 25: (Optional)
Leave a comment in the Comments (optional) field
Step 26:
Click on the Approve button
You will receive an email indicating there is a Faculty Early Retirement Program Request form ready for your review
Step 1:
Click the View Form link OR
Go to CSUF Forms
under My Tasks, click the appropriate form
Step 2:
Review the information provided in the Participants Details tab
Step 3:
Click on the Signature and Acknowledgement tab
Step 4:
Review the comments (if any provided)
Step 5:
Indicate your decision of Recommend or Do Not Recommend
Step 6:
Check the checkbox to indicate you have completed the review
The Signature and the Date filed will populate once you check the box
Step 7: (Optional)
Leave a comment in the Comments (optional) field
Step 8:
Click on the Submit button
Step 9: (Optional)
Leave a comment in the Comments(Optional) field
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Step 10:
Click on the Confirm button
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Step 11:
Click on the OK button
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You will receive an email indicating there is a Faculty Early Retirement Program Request form ready for your review
Step 1:
Click the View Form link OR
Go to CSUF Forms
under My Tasks, click the appropriate form
Step 2:
Review the information provided in the Participation Details tab
Step 3:
Click the Signature and Acknowledgement tab
Step 4:
Review the comments (if any provided)
Step 5:
Indicate your decision of Recommend or Do Not Recommend
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Step 6:
Check the checkbox to indicate that you have completed the review
The Signature and the Date field will populate upon checking the box
Step 7: (Optional)
Leave a comment in the Comments (optional) field
Step 8:
Click on the Submit button
Step 9: (Optional)
Leave a comment in the Comments(Optional) field
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Step 10:
Click on the Confirm button
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Step 11:
Click on the OK button
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You will receive an email indicating there is a Faculty Early Retirement Program Request form ready for your review
Step 1:
Click the View Form link OR
Go to CSUF Forms
under My Tasks, click the appropriate form
Step 2:
Click on the Proceed button
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Step 3:
Review the information provided in the Participation Details tab
Step 4:
Click on the Signature and Acknowledgement tab
Step 5:
Review the comments (if any provided)
Step 6:
Indicate your decision of Recommend or Do Not Recommend
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Step 7:
Check the checkbox to indicate you have completed the review
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The Signature and the Date field will populate once you check the checkbox
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Step 8: (Optional)
Leave a comment in the Comments (optional) field
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Step 9:
Click on the Submit button
Step 10: (Optional)
Leave a comment in the Comments(Optional) field
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Step 11:
Click on the Confirm button
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Step 12:
Click on the OK button
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Need More Help?
For more information or questions about the process, contact Academic HR at [email protected].
For technical assistance, contact the IT Help Desk at 657-278-7777 or [email protected].