UC RETIREMENT PLAN DOCUMENT - UPTE-CWA

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University of California Retirement Plan 11.11 Revision and Termination of the Plan .................................................. 186 ARTICLE 12 MISCELLANEOUS ............................................................................................... 188 12.01 Actuarial Valuation ............................................................................... 188 12.02 Applicable Law ..................................................................................... 188 12.03 Elections and Designations.................................................................. 188 12.04 Service Rights ...................................................................................... 188 12.05 Duty to Provide Information.................................................................. 189 12.06 Prohibition Against Assignment ........................................................... 189 12.07 Property Settlement Upon Marital Dissolution or Legal Separation ..... 189 12.08 Reciprocity ........................................................................................... 190 12.09 Concurrent Retirement......................................................................... 191 12.10 Unclaimed Benefits and Accumulations............................................... 192 ARTICLE 13 OTHER RETIREMENT PLANS.............................................................................. 194 13.01 Scope ................................................................................................... 194 13.02 Deductions ........................................................................................... 194 13.03 University Contributions ....................................................................... 195 13.04 Date of Retirement ............................................................................... 195 13.05 Transfer to University of California Retirement Plan ............................ 195 APPENDIX A PHASED RETIREMENT........................................................................................ 197 1. Scope .................................................................................................. 197 2. Required Membership ......................................................................... 197 3. Contributions ....................................................................................... 197 4. Service Credit During Phased Retirement........................................... 198 5. Retirement Income During Phased Retirement................................... 198 6. Full Retirement .................................................................................... 199 7. Retirement Income upon Full Retirement for Members with Coordinated Benefits ........................................... 199 8. Retirement Income upon Full Retirement for Members with Noncoordinated Benefits ..................................... 200 9. Retirement Income upon Full Retirement for Members with Tier Two Benefits.................................................. 201 10. Retirement Income upon Full Retirement for Members with Safety Benefits ..................................................... 202 September 2004 8
University of California Retirement Plan 11. Disability During Phased Retirement................................................... 203 12. Lump Sum Death Payments During Phased Retirement .................... 203 13. Preretirement Survivor Income During Phased Retirement ................ 203 14. Capital Accumulation Credits During Phased Retirement................... 204 15. Retirement Acceleration Opportunity Program (RAOP)....................... 204 APPENDIX B VOLUNTARY EARLY RETIREMENT INCENTIVE PROGRAM-I ................................ 210 1. Scope ................................................................................................... 210 2. Eligibility ............................................................................................... 210 3. Retirement Date ................................................................................... 211 4. Contributions ........................................................................................ 212 5. Service Credit....................................................................................... 212 6. Death Benefit Not Affected................................................................... 213 7. Highest Average Plan Compensation (HAPC)..................................... 213 8. Other Payments ................................................................................... 213 APPENDIX C VOLUNTARY EARLY RETIREMENT INCENTIVE PROGRAM-II ............................... 216 1. Scope ................................................................................................... 216 2. Eligibility ............................................................................................... 216 3. Retirement Date ................................................................................... 217 4. Contributions ........................................................................................ 218 5. Service Credit....................................................................................... 218 6. Death Benefit Not Affected................................................................... 219 7. Highest Average Plan Compensation (HAPC)..................................... 219 8. Transition Assistance Payment............................................................ 219 9. Benefit Limitations................................................................................ 219 10. Establishment of Service Credit ........................................................... 220 11. Plan Provisions .................................................................................... 220 12. Noncontributory Service....................................................................... 220 APPENDIX D VOLUNTARY EARLY RETIREMENT INCENTIVE PROGRAM-III .............................. 222 1. Scope ................................................................................................... 222 2. Eligibility ............................................................................................... 222 3. Retirement Date ................................................................................... 224 4. Contributions ........................................................................................ 224 September 2004 9
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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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Phased Retirement Appendix A furthe
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Phased Retirement Appendix A assist
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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 Supplemen
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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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