OVERVIEW

Your purchase window

The purchase window for 2021 is now closed. Watch this page for an announcement of the 2022 purchase window.

  • The purchase window closes for you once you confirm your purchase. Your confirmation is final and cannot be changed regardless of the amount of time left in your purchase window. You will NOT be able to change or reselect once you submit your choice.
  • If you don’t purchase Deferred Lifetime Income, you will be notified of the window in the following year, for as long as you remain eligible.

Here’s how to purchase.

  1. Log in during the purchase window, then provide some basic information.
    Indicate whether you are purchasing for yourself or with your spouse and confirm your personal details. If needed, provide details on your spouse.
  2. Decide on an amount.
    You’ll get a quote based on your information and factors provided by the insurer. You can adjust as needed until you are happy with the amount.
  3. Get your account ready.
    Choose a UC RSP plan for the purchase (e.g., 403(b), 457(b), or DC plan). The money for your purchase must be invested in the UC Pathway Fund 2020 or the UC Pathway Income Fund. If needed, you’ll get step-by-step instructions about how you can move money from your other UC funds or plans.
  4. Add details and confirm.
    Add up to four beneficiaries. Then read the insurer’s disclosures, enter your initials, and confirm your purchase.