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<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">August 4, 2026</span></p>
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<p class="MsoNormal" style="margin:3pt 0in;line-height:normal;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">To:</span></p>
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<p class="MsoNormal" style="margin:3pt 0in 3pt 5.3pt;line-height:normal;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">UCR
Emeriti & Retirees</span></p>
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<p class="MsoNormal" style="margin:3pt 0in;line-height:normal;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">From:</span></p>
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Central HR Retirement Center on behalf of UC Office of the President</span></p>
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<p class="MsoNormal" style="margin:3pt 0in;line-height:normal;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">Re:</span></p>
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<p class="MsoNormal" style="margin:3pt 0in 6pt 5.05pt;line-height:normal;font-size:11pt;font-family:Calibri,sans-serif"><b><span style="font-family:Arial,sans-serif"><span class="gmail_default" style="font-family:verdana,sans-serif;font-size:small"></span>Tips on Protecting Survivors and Beneficiaries </span></b></p>
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<p class="MsoNormal" style="margin:6pt 0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">At every
stage in life, it is important to remain proactive in preparing valuable
documents, records, and accounts, always organized to help provide peace of
mind and make it easier for loved ones to manage important matters when
needed. These important documents may include wills, living trusts, advance
health care directives to name a few. <br>
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One of the main items that is important to include is information on UC
benefits. For emeriti and retirees who are members of the UC Retirement Plan
(including Pension Choice), survivor benefits are based on the timing and
length of UC service. Depending on an emeriti or retirees eligibility, the
beneficiary or contingent annuitant that is designated may qualify for
monthly retirement income, medical and dental coverage, life insurance, and
the UC Retirement Plan Basic Death Benefit of $7,500.<br>
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For emeriti and retirees who participate in Savings Choice, their retirement
savings and life insurance benefits will be distributed to the beneficiary or
beneficiaries they have designated.<br>
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The Retirement Administration Service Center (RASC) will work directly with
survivors and beneficiaries to guide them through the process of claiming any
benefits for which they may be eligible and has provided the following tips
for support.</span></p>
<p class="gmail-MsoListParagraphCxSpFirst" style="margin:6pt 0in 6pt 0.5in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Symbol">·<span style="font-style:normal;font-variant:normal;font-size-adjust:none;font-kerning:auto;font-feature-settings:normal;font-stretch:normal;font-size:7pt;line-height:normal;font-family:"Times New Roman"">
</span></span><span style="font-family:Arial,sans-serif">Keep
your beneficiary designations up to date. There may be life instances where
changes to beneficiaries are needed due to the loss of a family member,
welcoming a new family member or entering into a marriage or domestic
partnership. UCnet provides information on how to update your beneficiaries
at: </span><a href="https://ucnet.universityofcalifornia.edu/resources/benefits-resources/beneficiary-information/" style="color:rgb(5,99,193)"><span style="font-family:Arial,sans-serif">https://ucnet.universityofcalifornia.edu/resources/benefits-resources/beneficiary-information/</span></a><span style="font-family:Arial,sans-serif"> </span></p>
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<p class="gmail-MsoListParagraphCxSpMiddle" style="margin:6pt 0in 6pt 0.5in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Symbol">·<span style="font-style:normal;font-variant:normal;font-size-adjust:none;font-kerning:auto;font-feature-settings:normal;font-stretch:normal;font-size:7pt;line-height:normal;font-family:"Times New Roman"">
</span></span><span style="font-family:Arial,sans-serif">Prepare
a list of key contacts and important documents for loved ones to reference
during a time of need (e.g., Social Security information, insurance policies,
bank accounts, and UC related documents).<br>
<br>
</span></p>
<p class="gmail-MsoListParagraphCxSpLast" style="margin:6pt 0in 6pt 0.5in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Symbol">·<span style="font-style:normal;font-variant:normal;font-size-adjust:none;font-kerning:auto;font-feature-settings:normal;font-stretch:normal;font-size:7pt;line-height:normal;font-family:"Times New Roman"">
</span></span><span style="font-family:Arial,sans-serif">Invite
your loved ones to attend upcoming or view recorded UC’s Confident Retiree:
Legacy Planning, Peace of Mind for You and Your Loved Ones webinar series and
more information and resources can be found on the UCnet webpage at: <a href="https://ucnet.universityofcalifornia.edu/employee-news/uc-confident-retiree-legacy-resources/" style="color:rgb(5,99,193)">https://ucnet.universityofcalifornia.edu/employee-news/uc-confident-retiree-legacy-resources/</a>
</span></p>
<p class="MsoNormal" style="margin:6pt 0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">For more
information on protecting your loved ones, please view the UCnet webpage at: <a href="https://ucnet.universityofcalifornia.edu/employee-news/preparation-for-your-survivors-benefits/" style="color:rgb(5,99,193)">https://ucnet.universityofcalifornia.edu/employee-news/preparation-for-your-survivors-benefits/</a>.
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