UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

University of California Retirement Plan Article 3
3.07
TERMINATION OF ACTIVE MEMBERSHIP
3.08
INACTIVE MEMBERSHIP
Active membership in the Plan shall terminate as of the effective date of
a Break in Service.
An Active Member who:
(a) has at least five years of Service Credit;
(b) has attained age 62 regardless of Service Credit and who became a
Member of the Plan on or before July 1, 1989;
(c) is eligible for reciprocity as provided by Section 12.08;
(d) was medically separated from University employment under
applicable University policy and is eligible to apply for Disability
Income under Articles 5, 6, 7, or 8; or
(e) is a faculty member of a University medical school and has been appointed
by the Veterans Administration to a University affiliated
hospital and as a result, receives no further Covered Compensation,
shall, upon a Break in Service, be eligible to elect to become an Inactive
Member in the Plan.
In order to retain Inactive Membership an Inactive Member is required to
leave any Accumulations on deposit with the Plan.
An Inactive Member shall be entitled to elect Retirement Income as
provided by Articles 5, 6, 7, or 8 and subject to Section 2.48 or to elect a
Lump Sum Cashout subject to Section 2.33 or Refund of Accumulations,
as applicable, as provided by Section 4.08.
The Plan Administrator, at its option, shall commence payments to
Inactive Members who have attained age 70.
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