University of California Retirement Plan (UCRP)UCnetUniversity of California Retirement Plan (UCRP)UCnetUniversity of California Retirement Plan (UCRP)UCnetUniversity of California Retirement PlanHuman Resources 2025

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  1. Click ‘Get Form’ to open the University of California Retirement Plan (UCRP) form in the editor.
  2. Begin by filling out your personal information, including your name, Social Security number, mailing address, and daytime phone number. Ensure all details are accurate to avoid delays.
  3. In the Federal Income Tax section, select your filing status from the options provided. If applicable, complete Steps 2-4 regarding income from jobs or other pensions.
  4. For California State Income Tax, indicate your allowances based on your filing status. You can also specify any additional amounts you wish to withhold monthly.
  5. Review all entries for accuracy before signing and dating the form at the bottom. This ensures that your tax withholding elections are processed correctly.

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You can retire and receive UC Retirement Plan (UCRP) benefits anytime after you become eligiblethat is, when you have at least five years of UCRP service credit and docHub age 50 or 55, depending on your membership classification and member tier. Retirement decisions are among the most important youll ever make.
The University of California Retirement Plan (UCRP) and the California Public Employees Retirement System (CalPERS) have a reciprocal agreement for UC or CalPERS members. The reciprocal agreement applies to those who join UC or CalPERS within 180 days after leaving the other systems (UC or CalPERS) employment.
The University of California Retirement Plan (UCRP) is a defined benefit (pension) plan that utilizes a balanced portfolio of equities, fixed-income securities, and alternative investments. For more information about planning for retirement, visit UCnet.
UC offers comprehensive retirement benefits including a choice between a pension and a standalone 401(k)-style account along with savings programs and educational and counseling resources to help you plan for a secure and rewarding retirement.