UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

University of California Retirement Plan
TABLE OF CONTENTS
ARTICLE 1 EFFECTIVE DATE, SCOPE, AND PURPOSE........................................................... 13
1.01 Effective Date......................................................................................... 13
1.02 Scope ..................................................................................................... 13
1.03 Purpose.................................................................................................. 13
ARTICLE 2 DEFINITIONS ........................................................................................................ 14
2.01 Accrual Credits....................................................................................... 14
2.02 Accrual Date........................................................................................... 14
2.03 Accumulations........................................................................................ 14
2.04 Active Member ....................................................................................... 14
2.05 Actuarial Assumptions............................................................................ 14
2.06 Actuarially Equivalent............................................................................. 15
2.07 Basic Retirement Income ....................................................................... 15
2.08 Beneficiary ............................................................................................. 16
2.09 Break in Service ..................................................................................... 16
2.10 Capital Accumulation Credits ................................................................. 17
2.11 Capital Accumulation Payment .............................................................. 17
2.12 Contingent Annuitant.............................................................................. 17
2.13 Covered Compensation ......................................................................... 17
2.14 Direct Rollover........................................................................................ 19
2.15 Disability Date ........................................................................................ 19
2.16 Disability Income .................................................................................... 19
2.17 Disabled Member ................................................................................... 19
2.18 Domestic Partner ................................................................................... 20
2.19 Eligible Child .......................................................................................... 21
2.20 Eligible Dependent Parent ..................................................................... 22
2.21 Eligible Domestic Partner....................................................................... 22
2.22 Eligible Employee................................................................................... 23
2.23 Eligible Retirement Plan......................................................................... 25
2.24 Eligible Rollover Distribution .................................................................. 25
September 2004 2