How do I start the retirement process?
To start the retirement process, you will need to call your Benefits Office to schedule a retirement counseling appointment to meet with an analyst. We recommend that you do so 2-3 months in advance of your intended retirement date to allow ample time for processing and to assure no interruption in income. You should bring the following documentation to your appointment:
- Birth Evidence: Required for each child under age 18 and for anyone you name as a Contingent Annuitant
- birth certificate,
- passport or,
- certificate of naturalization (showing birthdate or age at certain year)
- Marriage Evidence: Required if you are married and elect monthly retirement income
- marriage certificate or
- a joint passport showing date of issuance
- Domestic Partnership Evidence: Required if you have a domestic partner and are electing monthly retirement income
- California Domestic Partnership State Registration form or
- if no State form, the UC Declaration of Domestic Partnership (UBEN250) plus supporting documentation
Your spouse is encouraged to attend the appointment.
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NOTE: If you are a Davis campus employee, or a School of Medicine employee with an academic title, your Benefits Office is located in Davis, and you should contact UC Davis Employee Benefits. If you are a UC Davis Health System employee, or a School of Medicine staff employee, your Benefits Office is located on the Sacramento campus. You should contact UCDHS Benefits. |
Related Resources
- Retirement Planning
A presentation for faculty and staff
Offered through Staff Development & Professional Services - University of California Retirement Handbook
