Understanding the steps in your retirement process
As you complete the steps necessary to retire, the retirement application progress tracker will show you
where you are in the process. Here’s an overview of each stage, including any actions you need to take.
Retirement InitiatedCongratulations! You have successfully begun the retirement process, and a Personal Retirement Profile(PRP) will be prepared and sent to you. Please note that your PRP will not be sent more than 90 days inadvance of your retirement date.
UC Is Preparing Your Personal Retirement Profile (PRP)
Your PRP is being prepared, with information about: Your retirement income projections
 Your eligibility for retiree health insurance, if any
 The percentage of UC’s contribution to retiree health premiums you’ll receive, if applicable
You can expect your PRP and retirement packet within 2-3 weeks.
PRP Is Ready – Complete Your Election Instructions
Your Personal Retirement Profile (PRP) has been prepared, and should be received within the nextweek. Once you receive your PRP, it is time for you to make a few important decisions about yourretirement. If you wish to proceed with retirement, please complete and submit your election
instructions as quickly as possible.
PRP Expired
Because you did not complete your election within 90 days after your retirement date, your PRP has
expired. If you still wish to retire, you will need to restart the retirement process and create a new PRP.
Election InitiatedUC has received your election instructions and is preparing your election form for signature. You can
expect your election form within 2-3 weeks.
Sign and Submit Your Election FormYour election form is complete and has been sent to you to sign and submit. You should receive it withinthe next week. Please sign and submit your form, along with any required supporting documentation, assoon as possible. Important: If you are married or in a domestic partnership, your spouse or domestic
partner must sign your retirement election form.
You may upload your signed election form and supporting documentation via UCRAYS, or submit it to
the UC Retirement Administration Service Center by mail or fax.
UC Received Signed Election
UC has received your signed election form and will contact you if you need to provide additional
information or documentation.

Reviewed May 2024

Submit Required Documentation
Documentation is required to complete your retirement application. If you have not already done so,please submit all required documentation listed on page 2 of your retirement election form.
UC Reviewing Documentation
UC is reviewing your election form and the documentation you submitted to ensure we have theinformation we need to continue processing your retirement.
UC Confirming Calculation
UC is confirming your retirement benefit calculations.
Retirement Completed; Confirmation Sent
Congratulations! Your retirement election is complete. Your confirmation has been sent and should
arrive within 7 days. You have until your retirement date, or 15 days after the date of your confirmation
letter (whichever is later), to cancel your retirement election or make any changes, including a change inretirement or separation date, retirement option or distribution method.
Important: If you are an active UC employee, you must take action to separate from UC employment by
the separation date noted on your retirement election. Your retirement payment may be delayed if weare unable to confirm your separation from employment.

Reviewed May 2024