Retirement Plan

Summary Plan Descriptions The Summary Plan Description (SPD) explains plan provisions and the policies and rules that govern the UC Retirement Plan.   UCRP SPD for Members with Social Security UCRP SPD for Members without Social Security UCRP SPD for Safety Members   UC Retirement Plan Frequently Asked Questions How do I designate or change beneficiaries?

Retirement Handbook The Retirement Handbook provides basic information about retiring from the University of California, including explanations of the following:   Retirement and survivor benefits provided by the UC Retirement Plan; Social Security and other possible sources of income; Health & welfare benefits - what your choices are when you retire.

Retirement Estimates:

• UCRP Benefit Estimators
• UCRP Benefit Percentages Table

Service Credit Information:

• UCRP Buyback Booklet
• UCRP Buyback -- Is It the Best Place for Your Money?

Factsheets:

• Lump Sum Cashout Factsheet
• UCRP/CalPERS Reciprocity Factsheet
• IRC Section 415 Factsheet
• Returning to UC Employment After Retirement Factsheet
• Qualified Domestic Relations Orders (QDROs) Factsheet
• Survivor Benefits

Retirement contact information:

UC HR/Benefits Plan Administration
300 Lakeside Drive
Oakland, CA 94612
Customer Service: (800) 888-8267
Direct: (510) 987-0651

http://atyourservice.ucop.edu

UC Davis Emeriti Association
Academic Senate Office
1 Shields Avenue
Davis, CA 95616
http://emeritiassociation.ucdavis.edu

UC Davis Retirees' Association
P.O. Box 412
Davis, CA 95617-0412
http://ucdra.ucdavis.edu

CMS - Centers for Medicare and Medicaid Services
Claims: (800) 952-8627

http://cms.hhs.gov

Social Security
825 Riverside Parkway, Suite 100
West Sacramento, CA 95605
Telephone: 916-373-3850
Telephone: (800) 772-1213
Estimate Worksheet: (800) 937-2000

http://www.ssa.gov

CalPERS
P.O. Box 942711
Sacramento, CA 94229-2711
General Information: (888) 225-7377
Long Term Care: (800) 923-9119

http://www.calpers.ca.gov

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