To START the retirement process at UC...

To talk with a Retirement Counselor...

UC Retirement Counselors at the Retirement Customer Service Center are available to talk to by phone. Call 1-800-888-8267, ext 3 (for active staff). Contact a retirement counselor for retirement benefits counseling and document preparation, retirement estimates, service credit verifications, UCRP benefit calculations (retiree, survivor, and UCRP disability. 

Pre-Retirement Planning Course and online presentation

Reading Materials
UC Retirement Handbook
"What To Do If You're Preparing for Retirement" overview
UC Retiree Health and Welfare Benefits Plan Costs
What To Do If You're Enrolling in Medicare
Should You Take Social Security at 62? and other tips

Financial Planning Resources
UCB Financial Wellness Workshops 
Fidelity Workshops
Fidelity One-on-One Counseling
Fidelity Retirement Review for those "Retiring from UC" 

Online Tools
Retirement Estimator
My Social Security
Fidelity financial planning tools

Retirement Center Benefits
Retiree bMail
Free learning opportunities
Retiree parking
Discounts around campus
...and more!

Pre-retirement Planning Course

Our Pre-Retirement Planning (PRP) program guides employees through four afternoons of classes that cover everything from retirement benefits to work-life transitions and is offered twice a year in the Fall and Spring.

This program is free of charge to active faculty, academics and staff of UC Berkeley and Lawrence Berkeley National Laboratory.  Click here to find out more.

Preparing for Your Retirement Webinars

Presented by representatives from the Retirement Administration Service Center (RASC), this webinar for UCRP members considering retirement from UC within the next five years, covers topics such as understanding the UCRP pension benefits, retirement savings and retiree health coverage.

Reading Material


UC Retirement Handbook

You’ve had a long, successful career at UC and now you’re thinking of the next phase: retirement. The process is not difficult, but it’s important to plan ahead.

You can retire and receive UC benefits anytime after you become eligible—that is, when you have at least five years of UC Retirement Plan (UCRP) service credit and reach age 50 or 55, depending on your membership classification.

Retirement decisions are among the most important you’ll ever make. This comprehensive handbook will help you make the right choices for your future. Link to the UC Retirement Handbook


"What To Do If You're Preparing for Retirement" UC overview

One of the most important things you can do to prepare for retirement is to become familiar with the actual process for retiring from UC. Make sure to review this website that details the steps you'll take when it's time to make the leap! 

  • Decide your date
  • Know your benefits
  • Begin the application process
  • Review your finances
  • Start the election process
  • Stay involved

Learn more


UC Retiree Health and Welfare Benefits Plan Costs: Recent costs for medical, dental, vision, legal and AD&D benefits. 

To be eligible for retiree health and welfare benefits, you must:

  • Be a member of the UC Retirement Plan
  • Choose to receive a monthly retirement benefit
  • Be enrolled in or eligible to enroll in UC employee benefits on the day you retire
  • Continue coverage at the time you retire
  • Have a retirement date that is within 120 days of the date you end UC employment
  • Continue coverage until the date your retirement income begins



What To Do if You're Enrolling in Medicare:

When you turn 65, whether you’re still working or already retired, you’ll become eligible to enroll in Medicare, the federal program to provide older people and those with disabilities or permanent kidney failure with secure access to medical care. The rules are different for employees and retirees; so to be sure you enroll properly, avoid Medicare premium penalties and understand how Medicare works with your UC-sponsored medical plan, follow these steps. Learn more


Social Security 

Should you Take Social Security at 62? Fidelity reviews the question of what age to start collecting Social Security

Social Security tips for couples-  Fidelity reviews three strategies that may help married couples dramatically boost their lifetime benefits

Maximize Your Social Security Benefits- AARP provides expert answers to your most common Social Security questions

Social Security Strategies for Singles - AARP provides tips to help maximize monthly benefits for single people

When to Start Receiving Retirement Benefits- The Social Security Administration reviews the most common question they receive, "What is the best age to start receiving retirement benefits?

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Online Tools


Click for At Your Service onlineUC "At Your Service"

Log in to the UC service portal to find your Retirement Estimator, information on the Retirement Savings Program, your personal UCRP and CAP Balances, a Leave Buyback Estimator, Investment Links, information on ScholarShare, California's 529 Plan, and more. Access "At Your Service."



Click for social security websiteSocial Security

Keep track of your earnings and verify them every year; Get an estimate of your future benefits if you are still working; Get a letter with proof of your benefits if you currently receive them and more. Learn more

The Retirement Decision, recent Social Security Bulletin on the "Behavioral and Psychological Aspects of the Retirement Decision."


Fidelity Calculators and Planning Tools

Fidelity offers a variety of online tools for active staff and faculty and retirees to help manage your assets, plan for retirement, and more! Some tools include: Take Home Pay Calculator, Retirement Quick Check, Plan Limit Calculators, Budgeting & Debt Management, and Retirement Income Planner. Access Fidelity Calculators and online tools 


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Financial Planning Resources

UC Berkeley Financial Planning Resources

Finanical Wellness Workshops: The Tang Center offers financial workshops, including "Working with a Financial Planner to Create Your Financial Plan and "Making the Most of Social Security." Learn more 

Financial Fair:  The annual "Financial Fair for Personal Finance" is an opportunity for UC Berkeley faculty, staff, and retirees to attend workshops, learn about campus resources, and visit with campus financial vendors. Learn more

Contact: Wendy Nishikawa at (510) 642-7883, wnishikawa@berkeley.edu  


Fidelity Investments Financial Planning Resources

UC Financial Education Classes: UC offers a range of retirement planning and financial education classes to help you make the most of the UC Retirement Savings Program. View a list of classes. Learn more

One-on-One Financial Planning Consultations: At UC, you can sit down one-on-one with a Fidelity Workplace Planning & Guidance Consultant to review your plan for retirement savings and your other finances.  It’s a service of the UC Retirement Savings Program, and it’s available to you at no additional cost. Web: http://getguidance.fidelity.com/universityofcalifornia or call: 1-800-558-9182. Learn more



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Retirement Center Benefits

UC Berkeley retirees are eligible for a variety of services from the UCB Retirement Center, including: