UCRS Tutorial

Welcome to the UCRS Membership System tutorial and field reference.

Here, you will find:

  • Four "lessons," which provide an overview of the screens and information available in the UCRS Membership System.
  • A comprehensive reference area to allow you to come back at any time and lookup field codes or definitions.

How to use this tutorial

First, work through the lessons in numbered order, starting with Lesson 1. At the end of each lesson is a short (ungraded) case-study exercise to check your comprehension of the major points.

After completing Lesson 4, take a few minutes to explore the reference area. This area is not intended to be read through and memorized. It's a tool that you can use at any time in the future to look up system field codes and definitions. Bookmark the first page of the reference area so that you can easily come back to it whenever you need it.

Finding where you left off

If you are going to complete the tutorial in more than one sitting, bookmark the last page you're on before quitting. To quit, simply leave the current browser page or close the browser window. When you want to come back, the bookmark will have saved your place.

Tutorial prerequisites

Before you start the tutorial, you should have a working knowledge of the University of California Retirement System (UCRS), including the University of California Retirement Plan (UCRP), the Defined Contribution Plan (DC Plan) and the Tax-Deferred 403(b) Plan.

You can find summary plan descriptions and other reference information about the UCRS plans on UCbencom at http://www.ucop.edu/bencom/rs/rs.html.

The tutorial also assumes that you have log on access to the University of California Retirement System On-line Facility (that is, the UCRS Membership System). For assistance with logging on and/or obtaining the necessary passwords and authorization codes, contact the Benefits Systems Help Desk, email: benhur@ucop.edu, phone: 510-987-9911.

To get started...

Go to Lesson 1 or the reference area.

Questions/comments

If you have questions or comments about the information presented in this tutorial, please email John.Fox@ucop.edu.

     

UCRS Membership
System Tutorial