UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

University of California Retirement Plan Article 2
2.25
ELIGIBLE SPOUSE
expectancy) of the Member or the joint lives (or joint life
expectancies) of the Member and the Member's Contingent Annuitant
or person eligible for the Postretirement Survivor Continuance or for
a specified period of ten years or more;
(b) any distribution made in accordance with the Minimum Distribution
Rule described in Section 2.36; and
(c) any other distribution that applicable law does not permit to be rolled
over.
An Eligible Rollover Distribution is only payable to a Member, surviving
spouse, spouse or former spouse who is the alternate payee under a
qualified domestic relations order, or to an Eligible Retirement Plan as
specified by such aforementioned person.
Eligible Spouse means the widow or widower of a deceased Active
Member or Disabled Member who was married to such Member for at
least one full year before the Member's date of death, and who:
(a) has care of an Eligible Child who is disabled or under the age of 18;
additionally, for a widow or widower of a Member who entered the
Plan prior to July 1, 1979, has care of an Eligible Child under the age
of 22 who is attending an educational institution on a full time basis;
(b) is disabled; or
(c) is or attains age 60, except that a widow of such Member who
became a Member before October 19, 1973, and who did not elect to
become a Member with Coordinated Benefits, shall be eligible upon
attainment of age 50, if married to the Member before October 19,
1973.
If a spouse has care of an Eligible Child who is the natural child of such
Member, the one year marriage requirement is waived indefinitely as
long as the child is eligible.
For the purposes of this Section, "disabled spouse" means a medically
determinable physical or mental impairment which prevents the person
from engaging in substantial gainful activity, as determined by the Plan
Administrator in accordance with Plan Regulations.
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