UC San Diego SearchMenu

Update and Maximize Your Benefits

Use this checklist often to get the most out of your benefits and as a reminder to update your personal information and insurance coverage.

Expand all

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 (PDF), 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 (AYSO):

  • 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 the At Your Service Online website
    • Click on Sign in to My Account
    • Enter your Username and Password
    • Select Your Beneficiaries
  • For all other retirement plans:
    • Log on to your account at the website for Fidelity Retirement Services.
    • UC Focus on Your Future - Retirement estimates, financial education classes and more.

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 website or by calling Fidelity at (866) 682-7787.
  • View your accounts or take advantage of the many online planning tools at UC Focus on Your Future.
  • Check for current limits, which can rise 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 Online.
    • Select the Your Benefits Online icon in the right-hand column of the page. You will need your Username and Password
      • 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.
      • Click View Your Retirement Estimatesor
  • Go to UC Focus on Your Future.

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: As of January 1, 2014, UC San Diego employees and retirees can receive a 90-day supply of their prescription maintenance medication(s) for the cost of a 60-day supply through one of our UC San Diego Health System pharmacies only if:

  • The prescription is written from one of UC San Diego's Health System's hospital licensed facilities: Hillcrest Medical Center, Thornton Hospital, Sulpizio Cardiovascular Center, Medical Offices North, Medical Offices South, Moores Cancer Center or Cancer Services Encinitas.
  • You have Health Net Blue & Gold, UC Care or the Blue Shield Health Savings Plan.

If you have received your care from a non-UC San Diego Health Systems provider, then you will be unable to fill your prescription at UC San Diego Health System pharmacies.

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

Learn more about the Health and Dependent Care Flexible Spending Accounts if you have predictable out-of-pocket health care expenses not covered by your insurance plan, and child care expenses.

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

Expand all

Notice: The information on this page summarizes provisions of university policies and/or collective bargaining agreements. Refer to the Personnel Policies for Staff Members (PPSM) and local implementing procedures or applicable collective bargaining agreement for full text of referenced information.