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Retirement Planning Resources

UCnet Retirement Resources

UCnet Retirement Planning Handbook for UCRP Members

Visit 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

MyUCretirement

Fidelity Retirement Services (netBenefits login)