Request for retirement or vested benefit estimate - UM InfoPoint - uminfopoint umsystem 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Indicate whether you are requesting a Retirement Estimate or a Vested Benefit Estimate by checking the appropriate box.
  3. Enter your full name in the designated field to ensure accurate identification.
  4. Provide your Social Security Number and Employee ID for verification purposes.
  5. Specify your desired Retirement/Termination Dates in the provided fields, noting that earlier dates will be processed first.
  6. Estimate any expected salary increases, including the anticipated timing of these increases.
  7. If applicable, include any special instructions regarding future salary assumptions or other relevant details.
  8. Indicate if you have prior service at the University and provide details about any leaves of absence you have taken.
  9. Fill in your spouse’s date of birth and name if relevant to your estimate.
  10. Finally, enter your mailing address, including street, city, zip code, and contact numbers before submitting the form.

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Benefit-eligible employees can have one of three core retirement plans: the DC Plan, the Hybrid Plan and the DB Plan. Visit the UM System Core and Voluntary Retirement Plan webpage to determine your core plan. Benefit-eligible employees may also choose to participate in the Universitys voluntary plans.
A monthly electronic Retiree Account Statement (RAS) is available to all military retirees currently receiving retirement payments. The RAS is available on myPay, the official online account management system for military members and DoD employees.
What do I do if I have not received my Form 1099-R in the mail or need a duplicate copy? You may view and print your Form 1099-Rs for 2024 and prior tax years on myCalSTRS. Your 2024 Form 1099-R will be available online by January 31, 2025. In addition, duplicate Form 1099-Rs can be requested in writing.
You can get your Social Security Statement (Statement) online by using your personal my Social Security account. Your online Statement gives you secure and convenient access to estimates for retirement, disability, and survivors benefits you and your family may be eligible for.
You can get a benefit verification letter online instantly by using your personal my Social Security account. If you dont have an account, you can create one at any time. Its easy, convenient, and secure.