UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

University of California Retirement Plan Article 5
(B) if the Member has completed less than one year of pretax
payroll deductions to establish Service Credit, and the
remaining Service Credit that can be established would
cause the Member to satisfy the Plan’s vesting
requirements, such Member may complete the remaining
payments with a one-time, lump sum after-tax payment
made within 60 days after the date the Member ceases to
be an Active Member.
The payment made under (A) or (B) may not cause the limitations of
§415 to be exceeded.
For purposes of this clause (iii), the determination as to whether a
Member has been involuntarily separated from service for budgetary
reasons shall be based on the Member’s payroll separation reason
as set forth in the Plan Regulations.
Service Credit established under this provision shall be used to
determine eligibility for early retirement and Preretirement Survivor
Income, but shall not be used to determine eligibility for Disability
Income.
A Member who elects a Lump Sum Cashout subject to Section 2.33
and is reappointed as an Eligible Employee may not establish
Service Credit for any period of employment which is prior to receipt
of the Lump Sum Cashout.
(e) Service Credit Reestablished.
An Active Member who had previously been a Member of this Plan,
and who has only Service Credit for periods when no Member
Contributions were made to this Plan shall reestablish Service Credit
for such periods upon subsequently becoming an Active Member of
the Plan at no cost to the Member. An exception to the preceding
sentence applies in order to reestablish Service Credit for such
periods on or before November 1, 1990 and requires that such
Member must submit a proper request in accordance with Plan
Regulations.
An Active Member who had previously been a Member of this Plan,
and who had received a Refund of Accumulations, may reestablish
Service Credit for the entire period of previous membership by
making payment to the Plan of an amount equal to such Refund of
Accumulations previously received plus interest on the amount.
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