One of the advantages of working for UC is the ability to advance your career anywhere within the system.  And, if you take a job at another UC campus, medical center, or the Lawrence Berkeley National Lab, your benefits move with you.  However, there are actions that you need to take to ensure a smooth transition.

You’ll want to take action any time your transfer happens within 120 days of leaving your previous location.  However, even if your break in employment is more than 120 days, it’s best to make sure your new location is aware of your previous service so that your records can be coordinated.

To make sure your vacation, sick leave, UCRP service credit and other benefits information transfer properly, it's a good idea to touch base with the Benefits Office at both the location you are leaving and the one you are joining.

In general, you may not change your insurance benefits as a result of your transfer; your current benefits continue at your new location. Therefore, you should not use the At Your Service Online website to enroll in your benefits at your new location.

Here’s a list of things to do:

• Talk to a benefits representative or the person in your department who handles benefits at the location you are leaving. Ask the representative to fill out an Inter-location Transfer form (UFIN301).
• Deliver the UFIN301 form to the benefits office at your new location.  Be sure to keep a copy for your records.
• Review your first paycheck from your new location carefully to ensure all of your benefit plans have transferred accurately.

Medical & Dental Benefits

• Verify that you can continue in your current medical plan since availability may vary by location.  If your plan is not available at your new location, you will need to enroll in a new plan.
• If you are enrolled in a medical plan with a service area and/or DeltaCare USA, you may need to change your primary care physician and/or dentist.  Call your plan directly to make any changes.
• You may receive a COBRA continuation packet for health benefits.  You can disregard that information since your benefits should continue at your new location if you provide the UFIN301 form.

Flexible Spending Accounts (FSAs)

• Unless you have a qualifying event, you must continue your participation in the Health and/or Dependent Care flexible spending account plans at the same annual contribution level. If any monthly contributions are missed due to payroll deadlines, the new location must make a retroactive adjustment so that coverage and contributions are continuous.

403(b) and 457(b) Plans

• If you are contributing to the 403(b), the 457(b) or the DC After-Tax plans, contact Fidelity Retirement Services (netbenefits.com or 866-682-7787) to set up your payroll deduction at your new location.  Your contribution election is subject to payroll deadlines, so you may miss a payroll deduction.
• Make sure the combined contributions from the two locations do not exceed the IRS-allowed maximum annual contributions. The current maximum annual contribution for each plan is $16,500 ($22,000 if you are 50 or older at any time during the calendar year).
• If you have a 403(b) loan, your loan payment may be delayed during the transition to your new location.  Contact Fidelity Retirement Services and the payroll office at your new location to ensure your loan payments continue without interruption.

Quick Links

• Benefits Offices Directory
• UFIN 301 Inter-location Transfer form