Retirement & Saving Forms

Retirement Forms

Description

UBEN 157 Election of Reciprocity

Complete this form if you want to elect reciprocity between UCRP and CalPERS.

UCRS 169 -Service Credit Purchase Information Request Form

Use this form to request a formal calculation of the cost of purchasing UCRP service credit

UBEN 116 - Designation of Beneficary (Employees) 

Use this form to name or change your beneficiary(ies) for lump sum death benefits from UCRP/CAP and/or certain UC-sponsored insurance plans

UBEN 117 - Designation of Beneficiary (Retirees, Former Employees and Others)

Use this form to name or change your beneficiary(ies) for lump sum death benefits from the University of California Retirement Plan (UCRP), Capital Accumulation Payment (CAP) and 415(m) Plan.

UCRS 160 - Direct Deposit For Monthly Benefit 

Use this form to begin, change or cancel the electronic deposit of your monthly benefit. 

UBEN 300 - Self Certification of Calpers Classic Membership and Eligibility for UCRP/Calpers Reciprocity

Use this form, within 90 days of your Pension Choice election, to have your Covered Compensation Limit established as not subject to the PEPRA compensation limit due to your status as a Classis CalPERS member eligible for UCRP/CalPERS Reciprocity.

UBEN 100 -  Retiree Continuation, Enrollment or Change for Medical, Dental, and/or Legal Plan 

UBEN 132 - Service Credit Verification Request 

Use this form to request an adjustments to your UCRP service credit, correction of incomplete or incorrect data that could affect your UCRP benefits (service credit, UCRP entry date), and adjustments to service credit for Savings Choice participants.