Publications

Publications are communication focused documents, booklets, forms and references. The focus of these documents are to relay helpful information about the UT System, employee benefit information, campuses facts and more.

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June 2026
Title Published Office File(s) Page
Office of Employee Benefits Organizational Chart Employee Benefits Office of Employee Benefits Organizational Chart More Info on Office of Employee Benefits Organizational Chart
UT System SmartBook Institutional Research and Analysis The SmartBook 2026 PDF More Info on UT System SmartBook
May 2026
Title Published Office File(s) Page
UT Retirement Provider Advisor Listing Employee Benefits UT Retirement Provider Advisor Listing (05/18/2026) More Info on UT Retirement Provider Advisor Listing
UT Saver Certification of Need Employee Benefits UT Saver Certification of Need More Info on UT Saver Certification of Need
April 2026
Title Published Office File(s) Page
Berkeley Research Group Data Incident Employee Benefits FAQs for Affected UT System Members More Info on Berkeley Research Group Data Incident
UT Benefits Billing Direct Payment/Debit Authorization Agreement Employee Benefits Direct Payment/Debit Authorization Agreement More Info on UT Benefits Billing Direct Payment/Debit Authorization Agreement
March 2026
Title Published Office File(s) Page
UT SELECT Memorial Hermann Network Extension Letter Employee Benefits UT SELECT and Memorial Hermann Extension More Info on UT SELECT Memorial Hermann Network Extension Letter
Annual Eligibility Notice for Retirement Plans Employee Benefits 2026 Annual Eligibility Notice for Retirement Plans More Info on Annual Eligibility Notice for Retirement Plans
Fund Performance Summary Employee Benefits Q4 2025 Fund Performance Report (.xlsx) More Info on Fund Performance Summary
February 2026
Title Published Office File(s) Page
Operating Budget Rules Budget and Planning FY 2027
FY 2026
FY 2025
FY 2024 		More Info on Operating Budget Rules
Budget Preparation Policies Budget and Planning FY 2027
FY 2026
FY 2025
FY 2024 		More Info on Budget Preparation Policies
LERR and Faculty STARs Budget Rules & Procedures Budget and Planning FY 2027
FY 2026
FY 2025
FY 2024 		More Info on LERR and Faculty STARs Budget Rules & Procedures
HIPAA Notice of Privacy Practices Employee Benefits HIPAA Notice of Privacy Practices 2025 (Revised as of February 16, 2026) More Info on HIPAA Notice of Privacy Practices
Legal Notices Employee Benefits UT Benefits - Legal Notices 2025 (revised as of February 16, 2026) More Info on Legal Notices
UT SELECT Tobacco Cessation Program Employee Benefits UT SELECT Tobacco Cessation Program More Info on UT SELECT Tobacco Cessation Program
January 2026
Title Published Office File(s) Page
Blue Cross and Blue Shield of Texas Fitness Program Employee Benefits BCBSTX Fitness Program for UT SELECT (February 2026) More Info on Blue Cross and Blue Shield of Texas Fitness Program
UT System Cafeteria Plan Document Employee Benefits UT System Cafeteria Plan Document More Info on UT System Cafeteria Plan Document
December 2025
Title Published Office File(s) Page
UT Retirement Program Age 50-plus Catch-up Flyer Employee Benefits 2026 University of Texas System Age 50-plus Catch-up Provisions More Info on UT Retirement Program Age 50-plus Catch-up Flyer
UT Retirement SECURE 2.0 Mandatory Roth Catch-Up Contributions Employee Benefits 2026 University of Texas Mandatory Roth Catch-up Contributions More Info on UT Retirement SECURE 2.0 Mandatory Roth Catch-Up Contributions
Comparison of Traditional, Roth 403(b), and Roth IRA Contributions Employee Benefits 2025 Comparison of Traditional, Roth 403(b), and Roth IRA Contributions
NEW! 2026 Comparison of Traditional, Roth 403(b), and Roth IRA Contributions 		More Info on Comparison of Traditional, Roth 403(b), and Roth IRA Contributions
Voluntary Retirement Programs At a Glance Employee Benefits Voluntary Retirement Programs for 2025
Voluntary Retirement Programs for 2026 		More Info on Voluntary Retirement Programs At a Glance
Summary of Retirement Programs Employee Benefits Retirement Programs Summary for 2025
Retirement Programs Summary for 2026 		More Info on Summary of Retirement Programs
Express Scripts UT SELECT Formulary Employee Benefits 2025 ESI National Preferred Formulary for UT SELECT
NEW! 2026 ESI National Preferred Formulary for UT SELECT 		More Info on Express Scripts UT SELECT Formulary
UT CARE Part D Benefit Overview Employee Benefits 2025 UT CARE Part D Benefit Overview
NEW! 2026 UT CARE Part D Benefit Overview 		More Info on UT CARE Part D Benefit Overview
Prescription Drug Co-payments at a Glance Employee Benefits UT SELECT Prescription Drug Program at-a-Glance 2025-2026
UT CARE Medicare Prescription Drug Program at-a-Glance 2025
NEW! UT CARE Medicare Prescription Drug Program at-a-Glance 2026 		More Info on Prescription Drug Co-payments at a Glance
UT CARE Part D Welcome Kit Letter Employee Benefits 2024 UT CARE Part D Welcome Kit Letter
NEW! 2025 UT CARE Part D Welcome Kit Letter 		More Info on UT CARE Part D Welcome Kit Letter
UT CARE Part D Welcome Kit Employee Benefits 2026 UT CARE Part D Welcome Kit More Info on UT CARE Part D Welcome Kit
UT CARE Part D Formulary Employee Benefits 2025 UT CARE Part D Formulary
NEW! 2026 UT CARE Part D Formulary 		More Info on UT CARE Part D Formulary
November 2025
Title Published Office File(s) Page
UT CARE Medicare Enrollment Brochure Employee Benefits NEW! UT CARE Medicare Enrollment Brochure (effective January 1, 2026)
UT CARE Medicare Enrollment Brochure (effective January 1, 2025)
UT CARE Medicare Health & Wellness Benefits 		More Info on UT CARE Medicare Enrollment Brochure
East Texas Wage Rates Capital Projects ut-east-texas-pwr-survey-report-appendices-20251113.pdf More Info on East Texas Wage Rates
Institutional Insights Video - Impact of the ESP Project Academic Affairs More Info on Institutional Insights Video - Impact of the ESP Project
ESP Institutionalization Framework Academic Affairs esp-institutionalization-framework.pdf More Info on ESP Institutionalization Framework
Institutional Insights Video - Curricular Redesign Academic Affairs More Info on Institutional Insights Video - Curricular Redesign
Change Leadership Toolkit 2.0 Academic Affairs leadershiptoolkit-20afinalmarch2025-2.pdf More Info on Change Leadership Toolkit 2.0
Laura Fingerson and David Troutman's (2019) Institutional Research Framework Academic Affairs laura-fingerson-and-david-troutman-s-2019-institutional-research-framework.pdf More Info on Laura Fingerson and David Troutman's (2019) Institutional Research Framework
ESP Impact Assessment Framework and Working Group Members Academic Affairs esp-impact-assessment-framework-and-working-group-members.pdf More Info on ESP Impact Assessment Framework and Working Group Members
Data Agency Topics to Explore with the ESP Team Academic Affairs data-agency-topics-explore-esp-team.pdf More Info on Data Agency Topics to Explore with the ESP Team
ESP Data Discovery Table Academic Affairs esp-data-discovery-table.docx More Info on ESP Data Discovery Table
ESP Data Agency Self-Assessment Rubric Academic Affairs esp-data-agency-self-assessment-rubric.pdf More Info on ESP Data Agency Self-Assessment Rubric
ESP Curricular Redesign Self-Assessment Rubric Academic Affairs esp-curricular-redesign-self-assessment-rubric.pdf More Info on ESP Curricular Redesign Self-Assessment Rubric
UT System ESP Project Profiles Academic Affairs ut-system-esp-project-profiles.pdf More Info on UT System ESP Project Profiles
Institutional Insights Video - Building Teams Academic Affairs More Info on Institutional Insights Video - Building Teams
ESP Institutionalization - Current and Future State Mapping Worksheet Academic Affairs esp-institutionalization-current-and-future-state-mapping-worksheet.docx More Info on ESP Institutionalization - Current and Future State Mapping Worksheet
Institutional Insights Video - Building Data Agency Academic Affairs More Info on Institutional Insights Video - Building Data Agency
Higher Education Topics and Related Metrics Academic Affairs higher-education-topics-and-related-metrics.pdf More Info on Higher Education Topics and Related Metrics
Sample 30-60-90 Day Action Plan Academic Affairs sample-30-60-90-day-action-plan.xlsx More Info on Sample 30-60-90 Day Action Plan
User Guidance for Curricular Redesign and Data Agency Self-Assessment Rubrics Academic Affairs user-guidance-curricular-redesign-and-data-agency-self-assessment-rubrics.pdf More Info on User Guidance for Curricular Redesign and Data Agency Self-Assessment Rubrics
Overview of the ESP Model Academic Affairs Overview of the Exemplary Student Pathways Model More Info on Overview of the ESP Model
Conexion - An ESP-Aligned Professional Development Model Academic Affairs conexion-esp-aligned-professional-development-model.pdf More Info on Conexion - An ESP-Aligned Professional Development Model
ESP Project Profile Template Academic Affairs esp-project-profile-template.pptx More Info on ESP Project Profile Template
ESP Symposium Agenda February 2025 Academic Affairs esp-symposium-agenda-february-2025.pdf More Info on ESP Symposium Agenda February 2025
ESP Action Plan Template Academic Affairs esp-action-plan-template.pdf More Info on ESP Action Plan Template
Pre-Mortem Planning Exercise Academic Affairs pre-mortem-planning-exercise.pdf More Info on Pre-Mortem Planning Exercise
UT Benefits Enrollment Guide for Employees Employee Benefits NEW! 2025-2026 UT Benefits Enrollment Guide for Employees
2024-2025 UT Benefits Enrollment Guide for Employees 		More Info on UT Benefits Enrollment Guide for Employees
October 2025
Title Published Office File(s) Page
UT CARE Medicare Overview Employee Benefits NEW! UT CARE Medicare Overview 2026
UT CARE Medicare Overview 2025 		More Info on UT CARE Medicare Overview
UT CARE Medicare Plan Highlights Employee Benefits NEW! UT CARE Medicare Plan Highlights (effective January 1, 2026)
UT CARE Medicare Plan Highlights (effective January 1, 2025) 		More Info on UT CARE Medicare Plan Highlights
September 2025
Title Published Office File(s) Page
UT SELECT Medical Plan Guide with Prescription Drug Coverage Employee Benefits NEW! 2025-2026 UT SELECT Benefits Guide
2024-2025 UT SELECT Benefits Guide 		More Info on UT SELECT Medical Plan Guide with Prescription Drug Coverage
UT Health Network Flyer Employee Benefits UT Health Network Flyer 2025 More Info on UT Health Network Flyer
UT Benefits Enrollment Guide for Retiring Employees Employee Benefits 2025-2026 UT Benefits Enrollment Guide for Retiring Employees
2024-2025 UT Benefits Enrollment Guide for Retiring Employees 		More Info on UT Benefits Enrollment Guide for Retiring Employees
J-Visa Summary of Benefits and Coverage Employee Benefits 2025-2026 Summary of Benefits: J-Visa Plan
2025-2026 Summary of Benefits: J-Visa Plan (Spanish/Español) 		More Info on J-Visa Summary of Benefits and Coverage
DeltaCare Benefits Guide Employee Benefits 2025-2026 DeltaCare Benefits Guide More Info on DeltaCare Benefits Guide
August 2025
Title Published Office File(s) Page
UT SELECT DENTAL Plus Benefits Guide Employee Benefits NEW! 2025-2026 UT SELECT DENTAL Plus Benefits Guide
2024-2025 UT SELECT DENTAL Plus Benefits Guide 		More Info on UT SELECT DENTAL Plus Benefits Guide
UT SELECT DENTAL Benefits Guide Employee Benefits NEW! 2025-2026 UT SELECT DENTAL Benefits Guide
2024-2025 UT SELECT DENTAL Benefits Guide 		More Info on UT SELECT DENTAL Benefits Guide
UT FLEX Benefits Guide Employee Benefits NEW! 2025-2026 UT FLEX Benefits Guide
2024-2025 UT FLEX Benefits Guide 		More Info on UT FLEX Benefits Guide
PPO Network Summary of Benefits and Coverage Employee Benefits NEW! 2025-2026 Summary of Benefits: PPO Plan
¡NUEVO! 2025-2026 Summary of Benefits: PPO Plan (Spanish/Español)
2024-2025 Summary of Benefits: PPO Plan
2024-2025 Summary of Benefits: PPO Plan (Spanish/Español) 		More Info on PPO Network Summary of Benefits and Coverage
Out-of-Area Network Summary of Benefits and Coverage Employee Benefits NEW! 2025-2026 Summary of Benefits: Out-of-Area Plan
¡NUEVO! 2025-2026 Summary of Benefits: Out-of-Area Plan (Spanish/Español)
2024-2025 Summary of Benefits: Out-of-Area Plan
2024-2025 Summary of Benefits: Out-of-Area Plan (Spanish/Español) 		More Info on Out-of-Area Network Summary of Benefits and Coverage
July 2025
Title Published Office File(s) Page
Benefits Cost Worksheet for Employees Employee Benefits NEW! 2025-2026 Active Employee Cost Worksheet
2024-2025 Active Employee Cost Worksheet 		More Info on Benefits Cost Worksheet for Employees
Personal Travel to Foreign Adversary Country Form Systemwide Compliance Personal Travel to Foreign Adversary Country Form More Info on Personal Travel to Foreign Adversary Country Form
Annual Enrollment Workflow Guide Employee Benefits Annual Enrollment Workflow Guide for July 2025 More Info on Annual Enrollment Workflow Guide
UT SELECT Benefits at a Glance Brochure Employee Benefits NEW! 2025-2026 UT SELECT Benefits At-a-Glance Brochure
2024-2025 UT SELECT Benefits At-a-Glance Brochure 		More Info on UT SELECT Benefits at a Glance Brochure
TIAA Information Employee Benefits TIAA Benefit of Starting Now
TIAA Benefits of One Percent
Retirement Planning for New Hires
TIAA: Enroll Today
Stay Connected with TIAA
Essentials by TIAA 		More Info on TIAA Information
Corebridge Financial Retirement Services Information Employee Benefits Corebridge Retirement Services Brochure 2025
Corebridge: How to Make Changes
Pursue a Stellar Retirement
What Plan is Right for You? TRS vs ORP 		More Info on Corebridge Financial Retirement Services Information
Voya Financial Information Employee Benefits NEW! Voya Financial: Brochure 2025
Investing Through Life's Stages
Voya Financial: Managing Key Risks to Make Your Retirement Income Last
Voya Financial: UTSaver 457(b) Deferred Compensation Plan
Voya Financial: Weathering the Storm 		More Info on Voya Financial Information
Fidelity Investments Information Employee Benefits How to Balance Debt, Saving, and Investing
Create Your Budget: Understanding Your Spending Activity Sheet
Enroll in UT Retirement with Fidelity Investments
Fidelity Investments Fact Sheet
Getting Started with your Fidelity Account
Just 1% More Can Make a Big Difference
Life Events: Make Good Decisions
Fidelity Investments Mobile App 2025
Ways to Work with Fidelity Investments: Call, Click, or Visit 		More Info on Fidelity Investments Information
Lincoln Financial Information Employee Benefits 2024 Lincoln Financial Group Brochure
Lincoln Financial: Register for online account access
Understanding the UT Optional Retirement Program (ORP)
Lincoln Financial: Review your Beneficiaries Today
Pretax or Roth: Understanding Roth Contributions
Lincoln Financial Wellness Tools
Get on the Path to Financial Wellness
Morningstar Retirement Manager
2025 Lincoln Financial Group Plan Representative & Support
Self-directed Brokerage Account 		More Info on Lincoln Financial Information
UT SELECT Ovia Health Overview Employee Benefits UT SELECT Ovia Health Support for LGBTQ Families
UT SELECT Ovia+ Access 		More Info on UT SELECT Ovia Health Overview
Annual Enrollment Highlights for Retired Employees Employee Benefits NEW! 2025-2026 Annual Enrollment Highlights for Retired Employees
2024-2025 Annual Enrollment Highlights for Retired Employees 		More Info on Annual Enrollment Highlights for Retired Employees
Accredo Specialty Pharmacy Employee Benefits Accredo Specialty Pharmacy Flyer More Info on Accredo Specialty Pharmacy
UT SELECT Blue Access for Members Employee Benefits UT SELECT Blue Access for Members 2025 More Info on UT SELECT Blue Access for Members
UT SELECT MDLIVE: How to Register Employee Benefits UT SELECT MDLIVE: Register today so you’re ready when you need care More Info on UT SELECT MDLIVE: How to Register