Benefits

DOMA Tax Refund Information

Who Does This Affect
Employees and retirees who are legally married with a same gender spouse.

Background
Faculty, staff and and retirees who are legally married with a same gender spouse are now able to reclaim income taxes for open taxable years—usually up to three years. Note: the ruling and benefits changes do not apply to same gender domestic partners.

The IRS has issued guidance regarding the Supreme Court’s ruling on the Defense of Marriage Act (DOMA) and individuals’ ability to recoup taxes paid in previous years. With...

Designating Beneficiaries

Employees can designate beneficiaries for various health & welfare and retirement plans online.

How to designate beneficiaries

Other Benefits

As a UC faculty or staff employee, you may have access to additional benefits.

Monthly Retirement Workshops

Preparing for Retirement - Monthly Webinars

This webinar is presented by Retirement Administration Service Center (RASC) for UCRP members considering retirement within the next five years. Topics include understanding UCRP pension benefits, retirement savings, and retiree health coverage. Review the current...

Financial Planning Resources

UC Berkeley offers many free classes, workshops and resources on financial management to help faculty, staff and retirees take control of their financial future. This dedicated portal page outlines those campus resources and provides recommended community resources. This effort is a collaboration of University departments working to bring together all the financial education and counseling opportunities available, organized to help across the life span, such as:

Starting your career at the University and needing to establish your financial plans with Fidelity Managing finances in this...

Benefits Packages

UC offers three benefits packages – Full, Mid-Level, and Core – to eligible faculty and staff employees. These benefits packages determine eligibility for Health and Welfare and Retirement plans as follows:

(Postdoc Benefits are managed by the Visiting Scholars and Postdoc Affairs (VSPA) office. Please visit the VSPA website for details.)

Health and Welfare Plans Benefits Packages Plan Name Full Mid-Level Core...

Employment Status Change

During the course of your employment, especially if you are hired in a temporary, contract or part-time position and are initially eligible for only the Mid-Level or Core benefits package, you may become eligible for Full (or Mid-Level, if you had Core) benefits.

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If you are not eligible for the...

Life Events that Create a Period of Initial Eligibility

Certain life events create a PIE – a period of initial eligibility – when eligible employees and eligible family members can enroll in or change plan(s) without meeting special requirements, such as submitting a Statement of Health for carrier approval.

For the medical, dental, vision, legal, and TIP plans, once you have selected a plan, you may not change it until there is either 1) a new PIE or 2) an Open Enrollment period where the plan is offered. However, you may opt out or cancel your coverage at anytime....

DBCs & DHRMs: Separations

Separations collapse all expand all I. Avoiding Overpayments - Terminations

A person-level Termination (aka Separation in PPS) creates a benefits coverage ending date in the EDB. All employees terminating UC employment (including those with appointment ending dates and students) must be terminated in HCM. In addition to eliminating overpayments, there are many other reasons for termination (proof of termination for savings plan...