Human Resources

Retiree Offboarding Roadmap

• Retirement Notice
  Academic and staff employees should notify their department manager about their decision to retire at least three months before the retirement date. If you accrue vacation and want to use it before retiring, you need to get department approval first.
• Scheduling a pre-retirement counseling appointment

  If you are retiring soon and would like assistance with understanding the retirement process, please schedule a confidential one-on-one retirement counseling appointment with the Central Human Resources Benefits Department. It is best to allow 3 to 4 months prior to your retirement date for your appointment. Please send an email to benefits@ucr.edu to coordinate a meeting date and time.

• Visit Social Security to learn and plan for retirement benefits

  Apply for your monthly Retirement benefit anytime between age 62 and 70. Social Security calculates your payment based on your lifetime earnings. The amount will be higher the longer you wait to apply, up until age 70.

  You’ll decide when to apply based on what works best for you. For example, some choose to apply earlier to get payments spread over more years, and so family members can apply for Family benefits sooner.

• Visit Medicare to begin your enrollment

  Medicare is health insurance for people 65 or older. You may be eligible to get Medicare earlier if you have a disability, End-Stage Renal Disease (ESRD), or ALS (also called Lou Gehrig’s disease). 

  Some people get Medicare automatically, others have to actively sign up – it depends if you start getting retirement or disability benefits from Social Security before you turn 65. 

  Medicare is personal, and everyone’s journey is unique. Factors like your age, if you’re still working, and when you get retirement or disability benefits from Social Security, all impact when and how you sign up for Medicare.

  Medicare.gov

• Visit the UC Retirement Benefits webpage

  The UC Retiree Benefits webpage offers important information on what you should know and do when you are planning to retire from UC employment. On this webpage, you will find information about:

  • Steps you you should take as you plan for your retirement
  • Information on Financial Education and Guidance
  • Pre-retirement / retirement webinars and videos
  • Retirement Administration Service Center (RASC)
  • UC Retirement Benefits
  • UCR Retirees' & Emeriti website
  • and much more including life insurance and health plan premium estimators
• Access to UCR email after retirement

  Employees who separate from employment with UCR may not have access to their UC email upon departure: 

  1. Email terminates immediately for student employees who have not graduated. 
  2. Staff employees will have up to 30-days access to their email. 
  3. Faculty (Non-Senate) will have 90-days to access their email. 
  4. Senate Faculty will have 180 days to access their email. 
  5. Staff retirees can access their email indefinitely as long as they pay the annual Retiree Association. Explore the UCR Retirement Center website.
  6. Emeriti keeps access to their email indefinitely. 
  7. Students that graduate get to keep their email indefinitely. 
• Parking permits

  From Transportation & Parking Services:

  If I leave the university, how do I cancel my permit and will I get a refund?

  To cancel your parking permit contact Transportation Services at (951) 827-4395. Refunds are prorated and will depend on the unused portion of the permit.

  For parking permits on payroll deduction, charges are made in arrears. Meaning, for those who are paid monthly, the deduction on the 1st of the month is for the previous month’s parking. For those paid bi-weekly, the parking deductions are for the previous month’s parking. If you cancel your permit within the first 5 working days of a month, you will be charged for the week, anything longer you will be charged for the entire month. Refunds will only be issued for any future, unused portion of the permit. No refunds will be issued for payments/deductions received prior to the cancellation of the permit.

  Retirees who would like to continue to have a campus parking permit

  A retiree may continue to enjoy a parking permit free of charge in selected lots as a benefit of their membership in the Emeriti & Retirees's Associations.

   

• Return of university property

  Please return all University property in your possession, including:

  • Keys
  • Electronic key cards
  • Phones
  • Laptops
  • Monitors
  • Keyboards
  • Mouse

  Any University property, including documents and records that an employee has been allowed to take home should be returned prior to their last day of employment.

  If an employe has a University Corporate Card that should be returned, they are required to return it to the appropriate supervisor or department.

• UC Retirement Savings Program

  If an employee contributed funds to a UC Retirement Savings program (Deferred Contribution Plan, Tax-Deferred 403(b) Plan, and the 457(b) Deferred Contribution Plan, can be obtained by contacting Fidelity Retirement Services at (866) 682-7787 or online at http://netbenefits.com.

• UC Retirement Plan (UCRP)

  Employees who are vested with five or more years of UCRP Service Credit, and they are under age 50, they may be eligible to elect inactive membership. If an employee is vested and they have reached the minimum retirement age (50 or 55 depending on their UCRP membership classification and member tier), the employee may be eligible to elect retirement income or a lump-sum cash out. An employee may access their retirement information, by visiting the UC Retirement At Your Service (UCRAYS) website at https://retirementatyourservice.ucop.edu.

  Employees may discuss their retirement plan options with a retirement benefits representative by contacting the Benefits Office at (951) 827-4766 or the UC Retirement Administration Service Center (RASC) at (800) 888-8267 or online at https://ucnet.universityofcalifornia.edu/contacts/rasc.html.

  Please note that if an employee decides to retire, they will need to do so within 120 days of separating from UC employment if they want to continue any UC benefits that the may be eligible for as a retiree.

• Former Employee Portal Access (UCPath)

  When an employee’s status changes from active to inactive, UCPath triggers a welcome and an invitation to the separating employee to create an account in the Former Employee Portal, where the employee will have access to:

  1. Personal Information Summary
  2. History of earnings statements and;
  3. W-2 history

  Former employees will have access to their information for three years following their separation. Separating employees must provide a valid email address in UCPath prior to separation via one of the following email selections in Personal Information Summary:

  1. Home
  2. Other
  3. Campus
  4. Dormitory

  If the employee designates one of these as “preferred,” UCPath will send an email to that address. If the employee does not mark one as “preferred,” the UCPath system will use the first populated email address in the order listed above. Please note: if separated employees have access to their business email address after separation, they must enter it into one of the email selections above and designate it as preferred.

  If no email address was listed, the former employee must contact UCPath and provide an email address to create a former employee account.