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Retiree Health Benefits Eligibility Rules

President Napolitano has approved a change to the eligibility rules for retiree health. Initially, those who did not have a combination in age and years of service that totaled 50 would go to the new eligibility requirements (rule of 50), as of July 1, 2013.

Now, UCRP-eligible policy-covered faculty and staff hired after January 1, 1990, and prior to July 1, 2013, will remain under the rules in place when they were hired, if they do not have a “break in service” after July 1, 2013.

This change reflects the University’s interest in responding to the concerns of employees who did not qualify under the rule of 50, as well as meeting the objective of simplifying administration of our retirement plan. The eligibility rules for retiree health will be based on the employee’s UCRP entry date or rehire date, subject to the standard rules for eligibility at retirement.

Going forward, there are now three categories of eligibility rules, each based on the date an individual becomes a member of UCRP or returns to UC employment after a break in service. The rules are outlined in the Retiree Health Eligibility Rules Fact Sheet available online.

If you have questions, please contact the Campus Benefits Office at 310-794-0830, or Health Sciences Human Resources at 310-794-0500.

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