HomeTransferring from one UC location to another
One of the advantages of working for UC is the ability for our employees to advance their career anywhere within the system. And, if they take a job at another location without a break in service, the benefits should move with them.
To make sure their vacation, sick leave, UCRP service credit, retirement savings program and other benefits information transfer properly, it's a good idea for benefits representatives at both the locations to coordinate and work closely with the employee.
Transferring employees do not have a PIE as a result of the transfer; in general, current benefits continue at the new location. Changes are then normally done at the next Open Enrollment.
Here's a short list of things that should be done to assist the employee:
- Normally the benefits representative or the person in the departing department that handles (processes or responsibilities can vary from campus to campus) should assist the employee complete the UFIN 301 Interlocation Transfer formIt's your responsibility to make sure the form gets to the receiving campus.
- If necessary, representatives from both locations may need to further coordinate to assure that the proper information is input into the new payroll system.
Medical & Dental Benefits
- The receiving campus should verify that the employee can continue in the same medical plan since availability can vary by location. If the employee's plan is not available in your new location, the employee may enroll in a new plan.
- If the employee is enrolled in a medical plan with a service area and/or DeltaCare USA, the employee may need to change the primary care physician and/or dentist.
- The employee may receive a COBRA packet for continuing health benefits. You can inform the employee to disregard that information since benefits should continue at the new location.
Flexible Spending Accounts
- When an employee transfers to a new UC location, participation in the flexible spending account plans remain at the same contribution level. If any monthly contributions were 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 the employee is contributing to the 403(b), the 457(b) or the DC After-Tax plans, the employee will need to redo the contribution election for the new location. Refer the employee to Fidelity Retirement Services (netbenefits.com or 866-682-7787). Deferral elections are subject to payroll deadlines so contributions may be missed.
- Maximum annual contribution information should be transmitted from the departing campus to the receiving campus to assure that the employee does not inadvertently over-contribute to the tax-deferred savings plans. See UFIN 301 form.
- To ensure that any existing 403(b) loan repayments continue, coordination with the departing campus and/or Fidelity Retirement Services may be necessary.