Retirement Planning
Monthly Retirement Planning Webinars
UC Retirement: Preparing for Retirement
September 10, 2025
The Preparing for Retirement webinar provides a broad overview of UC’s retirement benefits and lays the foundation for the Retiree Health Benefits and UC Retirement Process presentations.
Retiree Health Benefits
September 17, 2025
This webinar is intended for those considering retirement from UC within the next 4-12 months. Get in-depth review of the eligibility rules for retiree health coverage, your health plan options (including Medicare coordination), how to determine your premiums and answers to commonly asked questions.
UC Retirement Process from Start to Finish
September 23, 2025
Considering retirement from UC in the next 4-12 months? This webinar explains everything you need to know about the retirement process, including required forms, important deadlines and helpful resources.
UC Retirement Resources
Visit the UC Retirement Administration Service Center (RASC) website to learn more about the retirement process and to schedule an appointment with a retirement counselor.
Thinking About Retirement
Visit MyUCRetirement.com to locate webinars and classes, located here.
Attend the UC Santa Cruz Pre-Retirement Planning Series
Attend a UC Santa Cruz Retirement Savings Workshop
Visit UCRAYS: UC Retirement At Your Service (UCRAYS)
UCRAYS replaced At Your Service Online (AYSO) for retirement-related services, is a secure website that offers greater access to UC retirement information and more ways to view and manage retirement information in a user-friendly format. To see the FAQs about UCRAYS, visit here.
In UCRAYS you can:
- Initiate the retirement process
- Create retirement estimates
- Send secure messages to RASC
- View monthly pension income statements
- Obtain and view 1099-R annual tax records of pension income and amounts withheld for income taxes
- Designate beneficiaries for UC Retirement Plan*
*To designate beneficiaries for Retirement Savings Accounts held in 403b, 457b and/or DC Plan, visit MyUCRetirement.com.
Request a Retirement Initiation Packet
To request a Retirement Initiation Packet using the UCnet form located here.
Retirement Initiation Packet includes your personal retirement profile. Submit this form 3–4 months before your retirement date to the Retirement Administration Service Center (RASC).
Your retirement packet will not be generated until you are within 90 days of your retirement date.
Visit My UC Retirement
As you contemplate retirement, the MyUCRetirement.com site has several resources for a successful transition into retirement. For more information visit here.
UC Santa Cruz Benefits Office
UC Santa Cruz Health Care Facilitator
UC Santa Cruz Staff HR Benefits
Retirement Workshops and Webinars
UCnet Retirement Webinar calendar
UC Santa Cruz Pre-Retirement Planning Series
UC Santa Cruz Retirement Savings Workshops
UC Retirement Savings Programs and Fidelity
While UC is the administrator of the Retirement Savings Program, Fidelity Retirement Services provides the record keeping and account services.
UC Retirement Savings Programs
Fidelity Retirement Services (netBenefits login)
Additional Resources
List of UCnet handbooks on retirement
Information about the Pre-Retirement Planning Series
List of Retirement frequently asked questions (FAQ)
Faculty Information About Retirement
Faculty contemplating retirement should consult with RASC 3-4 months in advance of the prospective date. It is not unreasonable to start planning retirement well in advance, several months or even years ahead of the possible date. The Benefits Office can also provide important information and advise Faculty so that they can make careful, well-informed decisions.
Research Professor CAPPM 500.205