Shape your legacy with UC Confident Retiree resources

The Confident Retiree Legacy Planning webinar series was designed to help UC retirees and their loved ones prepare for important life events and better understand the steps involved in estate planning, organizing personal affairs and accessing UC survivor benefits.

Since its launch in 2025, nearly 1,800 participants have attended the three-part Legacy Planning Series.

What’s next

UC is offering a repeat session of “Part 3: Essential Steps for Survivors of UC Retirees” on Thursday, August 20, 2026, from 11:00 a.m. – 12:00 p.m. PT. Register for the webinar.

Legacy planning resources

Slide decks

If you missed a webinar or wish to revisit the series, you can find the slide decks on the Webinars Overview page on myUCretirement.com.

For your convenience, direct links to the slide decks are included below:

Part 1: From Today to Tomorrow: Estate Planning Basics

Part 2: Getting Your Affairs in Order: Essential Planning for Peace of Mind

Part 3: Essential Steps for Survivors of UC Retirees: Accessing UC Benefits and More

Recordings

Part 1: A recording is not available due to Fidelity’s compliance requirements.

Part 2: The recording is being prepared for posting to the Webinars Overview page.

Part 3: Essential Steps for Survivors of UC Retirees: Accessing UC Benefits and More

Checklists

In addition to the webinars, UC has also developed practical planning checklists for retirees, survivors and active employees:

Essential Steps to Access UC Benefits Checklist for Survivors — Guides loved ones through essential steps for accessing UC benefits and important resources when the time comes

Organizing Your Affairs Checklist for Retirees and Disabled Members — Helps you gather, record and update key information for greater peace of mind. (A similar checklist is available for active employees.)

Keep an eye on the Webinars Overview page for other upcoming Confident Retiree webinars.

Additional resources 

For more support with survivor benefits, beneficiary updates, estate planning and related questions, the following resources may be helpful:

Retirement Administration Service Center (RASC): 1-800-888-8267, Monday–Friday, 7:00 a.m. to 4:30 p.m. (PT)  

Survivor and Beneficiary Support: 1-888-825-6833 (includes after-hours voicemail option) 

UC Legal Insurance (administered by ARAG): 1-800-828-1395, ARAGlegal.com/UCinfo 

Guide to Survivor and Beneficiary Benefits – for Family Members and Beneficiaries of Active UC Employees

Guide to Survivor and Beneficiary Benefits – For Family Members and Beneficiaries of UC Retirees and Disabled Members Receiving UCRP Income

Keep your beneficiary information up to date

About the Confident Retiree Series

UC’s Confident Retiree Webinar Series provides retirees and emeriti with the knowledge, tools and resources to enjoy a comfortable retirement. To see more webinars in this series, visit myUCretirement.com’s Webinars Overview page.