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  • Benefits 
  • Managing Your Benefits 
  • Updating

Update and Maximize Your Benefits

Last updated August 18, 2009 2:24:16 PM PDT
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Use this checklist often to get the most out of your benefits and as a reminder to update your personal information and insurance coverage.

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Check your paycheck.

Review your paycheck stub every payday to be sure your benefits elections and deductions are correct. If there is a problem, contact your Benefits representative.

Keep your family status information current.

If there is a change in your family status, make changes to your insurance plans.

  • Add or delete family members as appropriate within 31 days of the event. Contact your Benefits representative.
  • Review your life insurance coverage to see if it still meets your needs.

Keep your personal information current.

Log on to At Your Service Online:

  • Via Single Sign-On (see instructions) or Via AYSO password
    • Update your home address, home phone number, and disclosure information.
    • Update your tax withholding information, use an online W4/DE4 worksheet, and estimate your tax deduction amount.
    • View your current employment status.
    • Set your security preferences.
    • View your UC earnings and deductions for current and past pay periods.
    • Review and update your retirement and benefits information.
Note: Access to your personal information requires your username and password. If you have forgotten your username or password, you can request one. Social Security numbers are no longer accepted.

Keep your beneficiary information current.

Be sure your beneficiary designations for retirement, life insurance, and savings plans are current.

  • For UCRP or life insurance:
    • Go to Your Benefits Online and log on.
    • Select "View Your Beneficiaries" under "Your Money" or "Your Health & Welfare."
  • For all other retirement plans:
    • Log on to your account at Web site for Fidelity Retirement Services.

Be aware of tax-deferred 403(b) and 457(b) plans and their details.

Enroll in the 403(b) and/ or the 457(b) tax-deferred savings plans.

  • To enroll in the 403(b) and/ or the 457(b) tax-deferred savings plans, set up an account at the Fidelity Retirement Services Web site or by calling Fidelity at (866) 682-7787.
  • View your accounts or take advantage of the many online planning tools at Fidelity Retirement Services.
  • Check for current limits, which can raise from year to year.

Get retirement estimates.

Keep up with your retirement by easily getting an estimate of your benefit amounts in one of these ways:

  • Go to At Your Service.
    1. Select the Your Benefits Online icon in the right-hand column of the page. You will need your username and password (Social Security numbers are no longer accepted).

      Note: If you have forgotten your username (or are a new user), click on Forgot Your Username? If you have forgotten your password, click Forgot Your Password? The system will ask you questions, and your answers will allow you to enter.

    2. Click View Your Retirement Estimates under the "Your Money" header.
  • Use the online estimator to calculate your future retirement benefit yourself.

Take advantage of the mail-order option for maintenance medications.

Use your medical plan's prescription mail-order program for medication you take on a regular basis for a chronic condition.

Note: You can get a 90-day supply for most maintenance medications directly from any of the UCSD Medical Center pharmacies instead of using the prescription mail-order program through your medical carrier.

Check on the Health Flexible Spending Account (HFSA) and Dependent Flexible Spending Account (FSA).

Learn more about the Health Flexible Spending Account and the Dependent Flexible Spending Account (FSA) if you have predictable out-of-pocket health care expenses not covered by your insurance plan.

  • Remember to check current limits and deadlines to take full advantage of the plans.

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For more information, contact your Benefits representative.

Human Resources

Managing Your Benefits

  • Benefits Orientation
  • Enrolling
  • Open Enrollment
  • Designating Beneficiaries
  • Updating
  • Forms & Publications
  • Continuation of Benefits
  • Providers: Reference Guide
  • Representatives

Departments


Benefits

See Also


At Your Service

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