UC Phased Retirement Program

Program Summary  UCSC Implementation Procedures
Overview Procedures for Enrolling
Authority Time Reduction Requirements
Eligibility Changing a Phased Retirement Contract
Details Ending a Phased Retirement Contract
Cash Incentive Formula Deadlines for Processing Contracts
Impact on Benefits Forms/Resources
Transfer, Promotion, Reappointment  

 Program Eligibility

  • Active University of California Retirement Plan (UCRP) staff employees aged 55 and over with at least five years of retirement service credits as of their approved enrollment date in the program are eligible.
  • Career staff employees working at least 60% of time or greater prior to enrollment in the program are eligible.
  • Senior Management Group members and faculty are not eligible.
  • Employees represented by the Teamsters (CX), CNA (NX), and UPTE (RX, TX, and HX) are eligible to participate.
  • For other represented employees, the program is subject to collective bargaining.