UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

University of California Retirement Plan Article 2
2.08
BENEFICIARY
2.09
BREAK IN SERVICE
Beneficiary means the person or persons designated by a Member to
receive a lump sum payment, if any, or the Capital Accumulation
Payment as provided by the Plan upon the death of the Member. A
person so designated under the 1961-1971 Plan or 1971-1988 Plan shall
continue to be a Beneficiary under this Plan until that designation is
changed or ceases to be effective because the Beneficiary predeceases
the Member.
If the Member does not name a Beneficiary or if the designation of
Beneficiary is no longer effective, the person or persons (on a share and
share alike basis) in the first of the following categories in which there is
a survivor shall be the Beneficiary:
(a) legal spouse or Domestic Partner of the Member;
(b) child or children, including adopted child or children, of the Member
(child or children of a deceased child shall take the share of such
child by representation);
(c) parent or parents of the Member;
(d) effective January 1, 2004, sibling or siblings of the Member.
If there is no such survivor, any lump sum death payment or the Capital
Accumulation Payment shall be paid to the Member's estate.
Any Beneficiary designation shall be deemed modified if necessary to
comply with any order described in Section 12.07.
Break in Service means the date on which any of the following occurs:
(a) any separation from service;
(b) any period on pay status but without Covered Compensation; or
(c) any period off pay status for four or more consecutive months.
A Break in Service is deemed not to have occurred if:
(i) an Active Member returns to pay status from an approved leave of
absence without pay;
(ii) an Active Member is on a temporary layoff of less than four
consecutive months;
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