Medical retirement for principals and teachers

Find out more about medical retirement eligibility and how to apply.

Level of compliance Main audience Other

Inform

  • Teachers and Kaiako
  • Principals and Tumuaki
  • Boards

Who can apply for medical retirement

You may be eligible for medical retirement if you have a terminal or serious illness that means you can no longer work, and you are a:

  • primary principal
  • secondary principal
  • secondary teacher
  • area school principal
  • area school teacher.

There is no provision for teachers covered by the Primary Teachers’ Collective Agreement or the promulgated individual employment agreement to receive a payment for medical retirement.

Your employment agreement

To be eligible for medical retirement, you must be covered by the terms and conditions of your employment agreement. Entitlements are set out in the collective agreements.

Secondary teachers

Clause 3.12 – Secondary Teachers’ Collective Agreement

Appendix B – Secondary Teachers' Collective Agreement

Secondary principals

Part 7 – Secondary Principals’ Collective Agreement

Area school teachers

Clause 2.9 – Area School Teachers’ Collective Agreement

Appendix 6 – Area School Teachers' Collective Agreement

Area school principals

Part 7 – Area School Principals’ Collective Agreement

Schedule D – Area School Principals’ Collective Agreement

Primary principals

Clause 10.4 – Primary Principals’ Collective Agreement(external link)

Appendix 5 – Primary Principals’ Collective Agreement 

Before you apply

If you are thinking about taking medical retirement it is important that you discuss your options with your employer first.

You must still be an employee when you apply for medical retirement. It can not be granted after you resign or retire.

Refer to the relevant clause in your employment agreement. If you have any questions, get independent advice from, for example, a union representative or employment lawyer.

How to apply

Unless you are a secondary principal, you must apply to your school board using the application form.

You must include a written statement from a medical specialist that sets out why you will not be able to return to work. This statement must describe the nature of your illness and how it affects your ability to work. If you are unable to get a specialist’s opinion, you can provide a general practitioner’s opinion, but your GP will need to explain why it is not possible for you to get a specialist’s opinion.

If your board considers the medical evidence supports your application, they will complete the rest of the form and send it, along with the medical information, to the Ministry of Education.

How to apply if you are a secondary principal

If you are a secondary principal you must apply in writing to your board. You will need to provide a medical opinion that explains your illness and how it affects your ability to work.

The board may ask you to get a second opinion from a doctor or specialist who they choose.

Your board can decide in your medical retirement application, you do not need to send it to the Ministry of Education.

Your board can apply for your medical retirement

Your school board can start the medical retirement process if board members believe you can’t carry out your duties because of a mental or physical illness. The board will need you to have a medical examination.

This is called an employer-initiated process and provisions are set out in the collective agreements as follows:

Appendix B, clause 1.5 – Secondary Teachers’ Collective Agreement

Schedule D, clause 1.7 – Area School Principals’ Collective Agreement

Appendix 6, clause 6.8 – Area School Teachers’ Collective Agreement

Retiring a secondary principal

Your school board may start the medical retirement process if board members believe you can’t carry out your duties because of a mental or physical illness. The board will need you to have a medical examination.

If you prefer, you can have 2 medical examinations, with you choosing the first practitioner and the board choosing the second. You may have to stand down as principal while this is happening.

If you are granted medical retirement

If the Ministry of Education agrees to your medical retirement, you will be medically retired from the date of the letter the Ministry sends to your employer.

Your school will inform the Teaching Council of Aotearoa New Zealand that you are leaving the teaching profession and will not return because of health reasons.

Your employer will talk to you about the options you can choose for your medical retirement payment. Payment provisions are set out in the collective agreements as follows:

Appendix 5, clause 1.4 – Primary Principals’ Collective Agreement(external link)

Appendix 6, clause 1.5 – Secondary Teachers’ Collective Agreement

Schedule D, clause 1.7 – Area School Principals’ Collective Agreement

Appendix 6, clause 6.8 – Area School Teachers’ Collective Agreement

Secondary principals

If your board approves your medical retirement, there are 2 ways your medical retirement payment can be calculated. You will get whichever amount is larger as set out in clause 7.1.5 of the collective agreement.

Clause 7.1.5 – Secondary Principals’ Collective Agreement

Medical retirement payments

If you are granted medical retirement, you are the only person who can get a payment. For example, it can’t be paid to your estate if you die before getting the payment. In these cases, there may be grounds for a compassionate grant.

You can not get medical retirement if you are receiving ACC payments for your condition. You can not get medical retirement for stress alone, although you may get it if you have a terminal or serious illness that stress has contributed to.

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