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Number |
Name |
Description |
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Employment Eligibility Verification Form |
The requested information meets UC's legal obligations as an employer. |
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Demographic Data Transmittal |
The requested information meets UC's legal obligations as a Federal contractor. |
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Statement Employment not Covered by Social Security |
Signature meets UC's obligation under Social Security Act Section 419(c) of Public Law 108-203. |
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University Benefits |
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Number |
Name |
Description |
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Retiree Continuation, Enrollment, or Change Medical, Dental and/or Legal Plan |
Use this form to continue UC-sponsored coverage from employment into retirement, continue coverage when applying for UCRP disability income, cancel or change plans after retirement, enroll if you are a survivor, or add or delete eligible family members. |
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Medicare Advantage Prescription Drug Plan Disenrollment Form |
If you are not enrolling in another Medicare Advantage Prescription Drug plan, complete this form to disenroll yourself and/or your enrolled family members from your current Medicare Advantage Prescription Drug plan. |
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Tax Withholding Election for UCRP Income |
Use this form to elect or change your withholding for UCRP monthly retirement income, survivor income, or disability income. |
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Tax Withholding Election (Nonresident Aliens) |
Use this form if you are a former UC employee and a nonresident alien receiving payment(s) outside of the U.S. |
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COBRA Continuation Open Enrollment and Change Form |
Use this form to change or cancel plans, or to add or delete a dependent. |
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Notice to UC of a COBRA Qualifying Event |
Use this form to notify UC of a divorce/legal separation/annulment, termination of domestic partnership, or a dependent's loss of eligibility, and to request a COBRA application packet. |
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HMO Medical Plan Transfer for Annuitants |
Use this form to transfer from your current UC California HMO to another UC California HMO medical plan ONLY. |
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Designation of BeneficiaryEmployees |
Use this form to designate a beneficiary to receive death benefits from UCRP (including CAP payment, if any) and for Life Insurance and AD&D. |
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Designation of BeneficiaryRetirees, Former Employees and Others |
Use this form to designate a beneficiary to receive death benefits from UCRP (including CAP payment, if any). |
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Designation of Alternate BeneficiaryExpanded Dependent Life and AD&D |
Use this form to name or change beneficiaries. |
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Medicare Declaration |
Complete this form when you, your spouse, domestic partner, or other eligible family member who is covered by a UC medical plan becomes eligible for Medicare Part A. |
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UC Benefits Address Change For Retirees and Former Employees |
Submit this form if your address has changed and you an inactive UCRP member or a retiree. (Active employees should use "At Your Service Online" (online application) or report changes to local Accounting Office.) |
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Service Credit Verification RequestUCRP |
Use this form to request service credit adjustments that do not require payment; to correct incomplete or incorrect data that could affect your benefits (service credit, UCRP entry date, or your birthdate); or to complete your buyback in one lump-sum, after-tax payment. |
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Defined Contribution Plan Distribution Kit for CSU Safe Harbor Participants |
Use this kit if you have left CSU employment and want to take a distribution from the Defined Contribution Plan. Includes a Special Tax Notice and a Distribution Request form (UBEN 143-CSU). |
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Declaration of Domestic Partnership |
If you have not registered your domestic partnership with the State of California, this declaration is required to determine your partner’s eligibility for UCRP survivor and death benefits. |
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Termination of Domestic Partnership |
Use this form to notify UC HR/Benefits that your domestic partnership has ended. |
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University of California Retirement System |
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Number |
Name |
Description |
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Enrollment, Change or CancellationDirect Deposit |
Retirees should use this form to begin, change or cancel the direct deposit of their monthly UCRP benefit. |
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University Payroll |
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Number |
Name |
Description |
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State Oath of Allegiance, Patent Policy, and Patent Acknowledgement |
The requested information meets UC's legal obligations as an employer. |
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DepCare/HCRA Enrollment Salary Reduction Agreement During a Period of Initial Eligibility or Open Enrollment |
Complete this form to enroll in DepCare or HCRA when you are newly eligible or during Open Enrollment. Use form UPAY 919 for all other actions. |
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Enrollment, Change, Cancellation, or Opt OutEmployees Only, Health and Welfare Plans |
Use this form to enroll in, change, cancel, or opt out of insurance plans for yourself and/or your eligible family members. |
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Pretax Transportation Program Factsheet |
This factsheet includes general information about UC's Pretax Transportation Program. Includes form UPAY 884 (UC Pretax Transportation Deductions or Cacellation or Re-enrollment. |
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DepCare/HCRA Enrollment, Change or Cancellation Salary Reduction Agreement |
Use this form to: Enroll due to an eligible mid-year status event, re-enroll in either plan during this calendar year, cancel your coverage, change your contribution, or transfer between UC locations. Note: To enroll in HCRA or DepCare because you are newly hired or rehired, or because you are hired into an appointment making you eligible for the plan, use form UPAY 717. |
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