Policies for the Reemployment of UC Retirees
These policies apply to individuals who are anticipating returning to UC employment who are currently receiving a Monthly Retirement Income or have received a Lump Sum Cashout from the University of California Retirement Plan (UCRP).
New Policy for Re-employment of UC Retirees Now Effective
This policy applies to UC retirees who are anticipating returning to UC employment in a staff or Senior Management Group position.
Information for the hiring department of a UC retiree in a staff position or Senior Management Group.
- Reemployment must not occur until there has been a break in service of at least 30 days, and preferably 90 days.
- Employees who have not reached normal retirement age (defined by UCRP as age 60 for most members and age 50 for Safety members), must not engage in discussions concerning reemployment until after they have received their first monthly payment or Lump Sum Cashout or 30 days after separation, whichever is later.
- Reemployment must result from University need, for example: the retired employee possesses skills and institutional knowledge that the hiring department cannot otherwise obtain with equal cost effectiveness; the hiring department anticipates a prolonged process for hiring a replacement; or the hiring department anticipates that the retired employee will assist the replacement in acquiring necessary skills and knowledge.
- The appointment must be limited to no more than 43 percent time in a 12-month period. A 43% appointment may be calculated as any monthly percentage and duration that mathematically equals or is less than 43% of a 12 month period. (5.16 months full-time equivalent) Example: 50% for 10 months =5 months.
- Any appointment at 43.75% or more, regardless of duration will result in eligibility for some level of benefits. Please have the retiree review the document, “Impact on Benefits For Retired Employees and/or Eligible Family Members”. Document will be available soon.
- Prior to reemployment, the department will need to complete the “Retired Employee Approvals Form” UBEN 138.
- The completed form should be submitted to the campus Human Resources/Benefits Office for review and approval by the HR Director and the Chancellor. You may attach a copy of the job description and the signed UCRP Rehired Retiree Election Form (UBEN 1039), if applicable; however these additional documents are not required at the time of submitting the UBEN 138 approval form.
- Once the HR Director has reviewed the UBEN 138 approval form for compliance, the form will then be sent to the Chancellor for final approval.
- HR will contact the department when the approval form has been approved or if additional information is requested. A copy of the signed approval form will be sent to the department. If the approval form has been denied, HR will contact the department.
- A UC retiree who elected a monthly pension will need to complete the UCRP Rehired Retiree Election Form (UBEN 1039) and submit it to the HR Benefits Office. Please contact the Benefits office for the form. (This form in not applicable if the retiree elected a Lump Sum Cashout)
Information for the hiring department of a UC retiree in an Academic position
The policy and procedures for retirees rehired in an Academic position is different from the policy for staff and Senior Management Group positions. The title will be a link to the following information
- Recall appointments for academic appointees and other academic appointments are governed by Academic Personnel Policy 200-22 and Academic Personnel Policy 200, Appendices A and B, and the Guidelines for Rehire of UC Retirees.
- Reemployment must not occur until there has been a break in service of at least 30 days, and preferably 90 days.
- Employees who have not reached normal retirement age (defined by UCRP as age 60 for most members and age 50 for Safety members), must not engage in discussions concerning reemployment until after they have received their first monthly payment or Lump Sum Cashout or 30 days after separation, whichever is later.
- Any appointment at 43.75% or more, regardless of duration will result in eligibility for some level of benefits. Please have the retiree review the attached document, “Impact on Benefits For Retired Employees and/or Eligible Family Members”. Document not available yet.
- A UC retiree who elected a monthly pension will need to complete the UCRP Rehired Retiree Election Form (UBEN 1039) and submit it to the HR Benefits office. Please contact the Benefits office for the form. This form in not applicable if the retiree elected a Lump Sum Cashout.
Additional questions?
Questions and Answers about the New Policy for Re-employment of UC Retirees. Frequently Asked Questions.
New Policy for Re-Employment of UC Retirees Factsheet. Rehired Retiree Factsheet.
For questions related to the UCRP Rehired Retiree Election Form, the approval process, or related benefits issues, contact:
Steve Pulliam
893-8271
steve.pulliam@hr.ucsb.edu
Lisa Romero
893-5163
lisa.romero@hr.ucsb.edu
For questions related to Academic Appointments contact:
Melanie Hoven
893-5429
melanie.hoven@ap.ucsb.edu
Kathy Upton
893-5428
kathy.upton@ap.ucsb.edu