UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

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University of California Retirement Plan 7.08 Section 415 Maximum Benefit ............................................................. 121 7.09 Strict Full Time Salary Plan.................................................................. 121 7.10 Adjustment to Highest Average Plan Compensation ........................... 122 7.11 Payment Options.................................................................................. 123 7.12 Minimum Distribution Rule ................................................................... 124 7.13 Reappointment After Retirement.......................................................... 125 7.14 Reinstatement Provisions .................................................................... 125 7.15 Preretirement Survivor Income ............................................................ 125 7.16 Postretirement Survivor Continuance .................................................. 127 7.17 Lump Sum Payments Upon Death....................................................... 127 7.18 Disability Income .................................................................................. 128 ARTICLE 8 BENEFIT PROVISIONS FOR MEMBERS WITH SAFETY BENEFITS......................... 135 8.01 Scope ................................................................................................... 135 8.02 Effective Date....................................................................................... 135 8.03 Eligibility ............................................................................................... 135 8.04 Service Credit....................................................................................... 135 8.05 Early Retirement .................................................................................. 145 8.06 Basic Retirement Income ..................................................................... 146 8.07 Retirement Income Offset .................................................................... 147 8.08 Section 415 Maximum Benefit ............................................................. 149 8.09 Adjustment to Highest Average Plan Compensation ........................... 149 8.10 Payment Options.................................................................................. 150 8.11 Minimum Distribution Rule ................................................................... 152 8.12 Reappointment After Retirement.......................................................... 152 8.13 Reinstatement Provisions .................................................................... 152 8.14 Preretirement Survivor Income for Death in the Course of Duty.......... 154 8.15 Preretirement Survivor Income for Nonduty Death .............................. 155 8.16 Postretirement Survivor Continuance .................................................. 158 8.17 Lump Sum Payments Upon Death....................................................... 159 8.18 Duty Disability Income.......................................................................... 160 8.19 Nonduty Disability Income.................................................................... 163 September 2004 6
University of California Retirement Plan ARTICLE 9 COST OF LIVING ADJUSTMENT........................................................................... 169 9.01 Scope ................................................................................................... 169 9.02 Consumer Price Index.......................................................................... 169 9.03 Cost of Living Adjustment .................................................................... 169 9.04 Ad Hoc Cost of Living Adjustment........................................................ 170 9.05 Ad Hoc Cost of Living Adjustment........................................................ 172 9.06 Ad Hoc Cost of Living Adjustment........................................................ 172 ARTICLE 10 CAPITAL ACCUMULATION CREDITS.................................................................... 174 10.01 Scope ................................................................................................... 174 10.02 Effective Date....................................................................................... 174 10.03 Eligibility ............................................................................................... 174 10.04 Capital Accumulation Credits ............................................................... 176 10.05 Accrual Credits..................................................................................... 176 10.06 Interest Credits..................................................................................... 178 10.07 Nonforfeitability .................................................................................... 178 10.08 Distribution Events ............................................................................... 178 10.09 Capital Accumulation Payment ............................................................ 179 10.10 Death Benefits...................................................................................... 179 10.11 Minimum Distribution Rule ................................................................... 180 10.12 Section 415 Maximum Benefit ............................................................. 180 10.13 Reinstatement Provisions .................................................................... 180 ARTICLE 11 ADMINISTRATION, REVISION, AND TERMINATION OF THE <strong>PLAN</strong>......................... 182 11.01 Authorities ............................................................................................ 182 11.02 University of California Retirement Fund ............................................. 183 11.03 Payment of Benefits ............................................................................. 183 11.04 Annual Report ...................................................................................... 183 11.05 Costs of Administration ........................................................................ 183 11.06 Plan Fiduciaries.................................................................................... 184 11.07 Claims Procedure................................................................................. 184 11.08 Claims Review Procedure.................................................................... 185 11.09 Correction of Errors.............................................................................. 186 11.10 Communications Sent to Members ...................................................... 186 September 2004 7
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Phased Retirement Appendix A Cashou
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Phased Retirement Appendix A period
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Phased Retirement Appendix A retire
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Voluntary Early Retirement Incentiv
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UCSF Stanford Health Care-Staff Pen
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Supplemental Allocation of Service
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Academic Supplemental Allocation of
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UCSF Stanford Health Care Retiremen
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UCSF Stanford Health Care Retiremen
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UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

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