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Retirement Services

Effective February 2013, UCSC transferred responsibility for retirement counseling to UC’s Retirement Administration Service Center (RASC).  The following Frequently Asked Questions page and Retirement and Separation Factsheet were developed to assist all UCSC employees obtain retirement counseling services effective that date:

Frequently Asked Questions  -  Retirement and Separation Factsheet

Service Requested ...

Please Contact ...

Employee requests/inquiries including:

  • General questions regarding the UC Retirement Plan (UCRP), such as inquiries regarding vesting, service credit and highest average plan compensation (HAPC)
  • Retirement service credit buybacks
  • Retirement estimates
  • Personal retirement profiles and retirement elections
  • Eligibility for retiree health insurance
  • Qualified Domestic Relations Orders
  • Capital accumulation provision (CAP) inquiries
  • Refunds of UCRP contributions
  • Death of UC Retiree


UC Retirement Administration Service Center (RASC)

Phone:  1-800-888-8267,
7 am – 4:30 pm Monday through Friday

Employee requests/inquiries for:

  • UCRP Disability counseling
  • UCRP payroll deduction questions
  • Counseling for survivors of deceased employees

Tess Waldo, 831-459-3993, tlwaldo@ucsc.edu

Retirement and Savings Program inquiries:

  • Counseling for Pension Choice / Savings Choice Options
  • Retirement Savings Program counseling e.g. 403(b), 457(b), DC Plan, Safe Harbor Plan
  • Account Balances & Enrollment


Fidelity Retirement Services, 1-866-682-7787

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