Information and resources to help manage your finances
Retiree Benefit Payment Schedule
This chart lists the mailing dates of direct deposit statements and checks, and the direct deposit posting dates for UCRP monthly retirement, survivor and disability benefit payments.
Fidelity Retirement Services
Fidelity Retirement Services provides retirees information and assistance with 403(b), 457(b) and DC Plans Retirement Savings Programs.
- Account transaction requests
- Minimum Required Distributions (MRD)
- Fund information
Fidelity Account Services: 1-866-682-7787
Sign-in to your Fidelity Account
Proof of Retirement Income - The Work Number
If you apply for a car loan, mortgage or apartment lease, you may need proof of income, including your retirement income. You no longer need to contact UC Customer Service for verification of income. UC has contracted with The Work Number, an automated service providing fast, secure retirement and income verifications. In most cases, the lender can get the information they need directly through The Work Number.
Lenders can call: 1 (800) 367-5690
Employer Name: UC Retirement
Employer Number: 14736
Reemployment of UC Retirees
The University of California hiring policies include rules for the reemployment of former University employees who are receiving UC Retirement Plan pension benefits. For more information go to Reemployment of UC Retirees in the Employment section of the HR website.
Impact of reemployment on Medicare: If you return to work after retirement and you or your family members are eligible for Medicare, your medical insurance benefits and premiums may be affected if your appointment is 43.75% time or more. Under the Medicare Secondary Payer law, your UC-sponsored medical plan becomes the primary payer and Medicare becomes the secondary coverage. Even though Medicare becomes the secondary payer, you cannot cancel your Medicare Part B enrollment.
Survivor and Beneficiary Information
- Retired Members who receive UCRP monthly retirement income;
- Disabled Members who receive UCRP disability income;
- Survivors who receive UCRP survivor benefits (both pre- and postretirement); and
- Contingent Annuitants who receive UCRP retirement income continuance
myUCretirement website offers a range of retirement planning and financial education classes to help you make the most of the UC Retirement System and Savings Program.
(This new site replaces the UC Focus on Your Future website)