[UCRDBR] UCPath Notice: July 1 Retirements and COLA Eligibility – Reminder

[Departmental Benefits Representatives]

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June 16, 2025

To:
Department Benefits Representatives (DBRs)
From:
Central HR Benefits Office on behalf of the UCPath Center
Re:
UCPath Notice: July 1 Retirements and COLA Eligibility – Reminder

DBRs, please share this information via your internal listserv.  Do not reply to this email.  Please
send a separate email with questions to benefits at ucr.edu<mailto:benefits at ucr.edu>.


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To qualify for the inactive cost of living adjustment (COLA) increase, UC Retirement Plan (UCRP) benefit recipients must:

  *   be part of the 1976 Tier service credit or safety classification
  *   have at least one business day’s break in service before a July 1 retirement

Please refer to the updated Retirement Transaction Process for July 1 Retirement - COLA<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/index.html?Guid=bfc6e835-7814-4050-8279-58f0ff705c00&bypasstoc=0> job aid for terminology, examples and guidance for processing retirement transactions in UCPath.

Action Items:

  *   Submit retirement templates
  *   Submit final pay requests (E-078) for retirees by the following deadlines:
Pay Date
Deadline
July 1, Monthly Paid
Tuesday, June 17, 2025, at 5:00 p.m.
July 16, Biweekly Paid
Wednesday, July 2, 2025, at 5:00 p.m.


  *   Vacation time taken and not previously reported via time and attendance must be included in the final pay transaction to ensure an accurate final TRM (vacation) payout

  *   Submit accruals and service adjustment eForms for rehired retirees to adjust sick time converted to service credit towards retirement only if the employee was rehired less than 365 days after termination

Notes:

  *   Submit approved transaction templates per location deadlines in the payroll processing calendars linked below
  *   Update savings plan deduction changes according to the payroll processing calendars linked below
  *   UCPath will withhold only percentage-based savings plan deductions from off-cycle checks issued prior to the retiree’s last day of employment
  *   UCPath will not withhold flat dollar savings plan deductions from off-cycle checks

Resources:

  1.  Job Aid: Retirement Transaction Process for July 1 Retirement - COLA<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/index.html?Guid=bfc6e835-7814-4050-8279-58f0ff705c00&bypasstoc=0>
  2.  Job Aid: Emeriti Processing Following Retirement<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/index.html?Guid=920a0c70-65fb-414f-8f34-4267bc53ac38&bypasstoc=0>
  3.  Simulation: Initiate Retirement Template Transaction<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/index.html?Guid=4288b132-1482-441f-af93-5e14ed33682e&bypasstoc=0>
  4.  Simulation: Submit Final Pay Request<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/index.html?Guid=6f3fec10-e81f-42a5-b3b2-5d512ca872f9&bypasstoc=0>
  5.  Job Aid: Review Payroll Processing Schedule<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/index.html?Guid=3a97493b-bee1-403a-8f34-0cef32ea8687&bypasstoc=0>
  6.  Forms Library in UCPath<https://ucpath.universityofcalifornia.edu/forms-library>
  7.  Payroll Processing Schedule<https://www.ucop.edu/ucpath-center/_files/mypath/calendar/payroll-processing-schedule-2025.pdf>
  8.  LBNL Payroll Processing Schedule<https://www.ucop.edu/ucpath-center/_files/mypath/calendar/lbnl-payroll-processing-schedule-2025.pdf>

For questions, please contact the UCPath Center:
(855) 982-7284
Monday - Friday from 8:00 am - 5:00 pm
ucpath.universityofcalifornia.edu<https://ucpath.universityofcalifornia.edu/>

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