Department Benefits Representatives

The following sections provide a variety of resources and information relevant to Department Benefits Representatives (DBRs), Management Services Officers and Payroll and Benefits Assistants.

DBR Information

DBRs will find information that has been customized so that you are able to distribute HR Benefits information to your respective departments. To support that effort, the HR Benefits Office has an email list to communicate directly with campus Department Benefits Representatives (DBRs). If you are a DBR and would like to keep apprised of DBR communications, please subscribe to the DBR listserv.

To stay current and help your department's new employees learn about the various UC benefits, the HR Benefits Office has created a New Employee Benefits Onboarding Workshop.

New Employee Benefits Onboarding Workshop - Virtual Presentation for DBRs

COVID-19 Response from UC Health Plans

Your health care providers want to keep you informed. Please take the time now to access your health care provider website to stay current with your health plan's information relating to the COVID-19 pandemic and the medical services available to you. Keeping members informed in a timely manner about health-related news is important. You are encouraged to visit your respective plan website and if you have not already done so, click Register on the Member Portal to set up an account. To access your medical plan and their website, please visit UCnet - Medical plans. To see what UC participating medical providers offer for care and services for employees and retirees affected by the COVID-19 pandemic, visit the COVID-19 Response from UC Health Plans webpage.

DBR Resources

DBR
Resources

Who Do You Call - General Information

Acronyms & Abbreviations

View the list of acronyms & abbreviations.

Forms & Publications

Training Resources

Retirement
Information

UCRP Employee Contribution Options

Retain money in plan.
Roll employee contributions plus interest to an IRA, your 403(b) or DCP, or another employer-sponsored plan.
Request a distribution and pay taxes and pay penalties, if applicable.

Retirement Savings Plans & Balances

Leave their contributions in the Plan.
- Plan balance in each Plan, must total at least $2,000.
- Plan balances may not be combined.
Contributions may be transferred among the investment fund options online, subject to the transfer rules and processing deadlines.
Take a distribution.
Request a direct rollover to a traditional IRA or another employer-sponsored plan.

Distribution or Rollover Account Balance

Contact Fidelity Investments at (866) 682-7787 to request a distribution or rollover retirement savings plans.

Note: Employee must be separated from employment for 30 days in order to request a distribution or rollover of funds.

Fulfillment House
Orders

Fulfillment House Orders is where you can order benefits marketing materials including Welcome Packets and Disability/Family Medical Leave Act (FMLA) pamphlets.

How to set up a Fulfillment House Account

Go to the Fulfillment House website: apps.kpcorp.com.
Enter your user ID and password.
Type your one-time shipping information.

To Place a Fulfillment House Order

Click on “Order Materials” and make your selection.
You can preview your order by clicking on "Preview Order."
Once your order is correct, click on "Submit Order."
Retain the Order ID for future reference.
You will receive an e-mail from K/P Corporation as to when your order will be shipped.

Checking the Status of an Order

Go to the Main Menu, click on “Check Order Status” or you can either enter your Order ID or you can see a list of all the orders you have placed.
Make your choice and then click “Go” to view the detailed order and shipment information.