Retirement Planning 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.
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*
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 (
Additional Resources
List of UCnet handbooks on retirement
Information about the Pre-Retirement Planning Series
List of Retirement frequently asked questions (FAQ)
Faculty Retirement Liaison
