Benefits

PERS Update

The University of Oregon provides a competitive benefits package to all eligible employees that includes options best suited to their needs and the needs of their family.

The insurance benefits, wellness programs, retirement plan choices, and other services offered are a sizable amount of an employee’s overall compensation and important factors in encouraging a healthy work-life balance at the UO.


Benefit Orientation Schedule:  Enrollment in benefit plans is not automatic

Newly eligible employees must select and enroll in benefit plans within 30 days of hire or becoming newly eligible.
Benefit Orientations are available to assist employees in selecting the most appropriate plans and occur multiple times each month:

Register for Benefit Orientation

 

PEBB Online Benefit System:

The University of Oregon participates in the Public Employees Benefit Board (PEBB) for its employee benefit program.
To view your current benefit selections:

Login to PEBB.benefits



Benefit Resources:

Looking for something you cannot find? Quick links and additional items are available in the Resources Section.
This section includes travel benefits and public service loan forgiveness information.

Benefits at UO

PERS Update

The University of Oregon provides a competitive benefits package to all eligible employees that includes options best suited to their needs and the needs of their family.

The insurance benefits, wellness programs, retirement plan choices, and other services offered are a sizable amount of an employee’s overall compensation and important factors in encouraging a healthy work-life balance at the UO.

 

 


Benefit Orientation Schedule:  Enrollment in benefit plans is not automatic

Newly eligible employees must select and enroll in benefit plans within 30 days of hire or becoming newly eligible.
Benefit Orientations are available to assist employees in selecting the most appropriate plans and occur multiple times each month:

Register for Benefit Orientation

 

PEBB Online Benefit System:

The University of Oregon participates in the Public Employees Benefit Board (PEBB) for its employee benefit program.
To view your current benefit selections, log on to PEBB.benefits


 


Benefit Resources:

Looking for something you cannot find? Quick links and additional items are available in the Resources Section.
This section includes travel benefits and public service loan forgiveness information.

 

Update Forms

Courtesy Post-Doc Insurance Options

Post-docs who are not paid by the University of Oregon have health insurance coverage available on a self-pay basis through the Public Employees' Benefit Board (PEBB.) PEBB is responsible for contracting with carriers and administering the benefits program for self-pay individuals.

How the PEBB Program Works

Individuals who receive postdoctoral fellowships at the UO are eligible to enroll in the following plans on a self-pay basis:

  1. Medical Plan
  2. Dental Plan
  3. Vision Plan

Dental and vision coverage is not available unless you enroll in a medical plan. However, you can elect only medical coverage.

There are multiple medical and dental plans available in Lane County. Other counties may have additional plans.

PEBB Plan Information

Visit the PEBB website for detailed information:

How and When to Enroll

You are eligible for coverge to begin the first of the month after you become a post-doc as long as you submit forms and pay premiums before the end of the month you are hired in. You do have 30 days to enroll, however the effective date of your insurance coverage will be delayed if you wait. The enrollment form must be submitted to:

BenefitHelp Solutions
P.O. Box 67240
Portland, OR 97268-1240.

Enrollment Form

Self-payment of Premiums

BenefitHelp Solutions will bill you on a monthly basis. Your bill will include an additional fee for the administrative services provided by BenefitHelp Solutions. BenefitHelp Solutions is responsible for processing your enrollment forms and remitting your premiums to the insurance company. If you have questions about a billing issue, including payment options, you should contact BenefitHelp Solutions at 1-800-556-3137.

If your grant provides money for insurance, you may be eligible for reimbursement of the premium you paid BenefitHelp Solutions. Please check with the payroll or personnel person in your department after you make your payment each month and, if eligible, you can be reimbursed.

Making Changes

Once enrollment forms have been processed, you have made your initial election. After your initial election, you will be restricted to the following times to make changes:

  1. during an annual open enrollment period; or
  2. during the 30 day period following a qualified family status

Enrollment Forms

New Employee Benefits Resource Center

Welcome to the University of Oregon!

The University of Oregon provides a competitive benefits package to all eligible employees (.50 FTE or more and expected to work at least 90 days) that includes options best suited to their needs and the needs of their family.

Enrollment in benefits is not automatic.

As a new employee, you have 30 days from your date of hire to select and enroll in the health plans.  Coverage is effective the first of the month following your online enrollment or submission of enrollment forms to the UO Benefits Office.

Employee Benefit Orientations are available to inform employees of their options and assist with selecting the most appropriate plans. Please work with your supervisor to register for an orientation immediately upon hire.  Registration can be completed online or by contacting the Benefits Office at 541-346-3085.

Register for Benefit Orientation

If you miss this initial enrollment period, you can only enroll with a Qualified Event or during our mandatory open enrollment each fall.

Most employees pay 5% of the monthly healthcare premiums for themselves and eligible dependents. Eligible dependents include spouse, domestic partner (same and opposite sex), and dependent children.  Coverage of domestic partners and their children may have tax implications. A complete description of eligible dependents is available on the Public Employee Benefits Board (PEBB) website in the Summary Plan Description, Section 1, page 13.

Actual cost will vary based on employee classification and plans selected. Healthcare includes medical, vision and dental plans.

A variety of optional benefit plans (life insurance, Accidental Death & Dismemberment, Short and Long Term Disability, etc) are also available. Employees pay 100% of monthly premiums for optional benefits.

Get Benefits Information


Courtesy Post-Doctoral Appointments

Courstesy Post-Doc employees have a benefit offering that is different from other benefit eligible employees.

Courtesy Post-Doc Insurance Options


For more information specific to new employees, visit the New Employee webpage.

Insurance Information for New/Prospective Employees

Clone of Quick Summary of Benefits

 

 

Quick Summary of Benefits Available to University Employees

Employees have a wide variety of benefits available to them while working at the University of Oregon. This summary is intended to give you a quick overview of the benefit programs. If you have questions, feel free to contact Human Resources at 541-346-3085. Detailed information about each benefit is available on the Human Resources web site.

Employee Benefit Fund

 An employee may apply for reimbursement from this fund of up to $200 per fiscal year for job related training and development activities. The fund is intended to supplement state money, not replace it. Employees must be at least half-time to access the fund. For more information, please refer to the guidelines and the form. If you have questions, call Judy Gates at 541-346-2952.

Employee Assistance Program (EAP)

The University of Oregon contracts with Cascade Centers, Inc. to provide a comprehensive employee assistance program for eligible employees, their dependents and eligible household members. The services are at no cost to eligible employees and include short-term professional counseling and assessment, child-care and elder-care resource and referral, legal and financial consultations, a listening library, 24-hour crisis counseling and an interactive website offering wellness information tailored to employee needs and interests. Cascade Centers is located off campus and offers complete confidentiality. More information about the program is available from Human Resources, 346-3159. Call Cascade directly at 1-800-433-2320 to schedule an appointment.

Holidays (Classified Employees - SEIU)

The following legal holidays are observed by classified employees (SEIU) at the University of Oregon: New Year's Day, Martin Luther King, Jr.'s Birthday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving, Christmas Eve Day and Christmas Day. In addition, a special paid day can be used on the workday before or after Christmas or before or after New Year's Day. Holidays that fall on Saturday are observed on the preceding Friday; those falling on Sunday are observed the following Monday. Holidays that occur during vacation time or sick leave are not charged against such leave.

Holidays (Unclassified Employees)

The following legal holidays are observed by unclassified personnel: New Year's Day, Martin Luther King, Jr.'s Birthday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving and Christmas Day. Holidays that fall on Saturday are observed on the preceding Friday; those falling on Sunday are observed the following Monday. Holidays, which occur during vacation or sick leaves, are not charged against such leave.

In addition, the governor of Oregon has the authority to declare a "Governor's Holiday". When this happens, the president usually uses discretion to require that unclassified employees use this holiday in connection with the Christmas and New Year's holidays.

Insurance Coverage

Insurance coverage is not automatic. To obtain coverage in the Public Employee Benefit Board (PEBB) sponsored state plans for UO employees, online enrollment or an enrollment form must be completed and submitted to the Benefits Office within 30 days of their employment start date. Employees are eligible for coverage first of the month following their hire date or receipt of enrollment forms. Detailed information is available on the PEBB website.

Unclassified employees hired into a .50 FTE or more position and classified employees hired into a 1.0 FTE/full time position who are expected to work for a period of at least 90 days are eligible to enroll in the Core Benefits (medical, vision, dental and an employee basic life insurance. Most employees pay 5% of the monthly premiums. Plan information, premiums and a premium estimator is available in the PEBB Resource Center. If you are covered under another group insurance policy, you may elect to opt out of medical. However, you will still be required to enroll in the basic life insurance.

In additon to the core benefits, employees may elect to enroll in Optional Benefits. Optional benefits include; employee, spouse/domestic partner and dependent life insurance, short term and long term disability and accidental death and dismemberment. You may also chose to participate in a Healthcare or Dependent Care Flexible Spending Account. Premiums for optional benefits are paid by the employee.

*Part time classified employees will receive a prorated state contribution each month to help offset the cost of the core benefits (medical, vision, dental and basic life insurance). The contribution is based on actual hours worked in each pay period. If you enroll in the part-time medical plan, you will also receive an additional monthly subsidy. You may also elect to enroll in any of the optional benefits and/or flexible spending accounts.

Personal Leave (Classified Employees - SEIU)

After the completion of six (6) months of service, regular status, full-time classified employees (SEIU) shall be entitled to 24 hours of personal leave with pay each fiscal year. Part-time, seasonal and job-share employees shall be granted such leave on a prorated basis if it is anticipated that they will work 1,040 hours for the fiscal year. Should any employee fail to work 1,040 hours for the fiscal year, the value of the personal leave time used may be recovered from the employee. Personal leave shall not be cumulative from year to year nor is any unused leave compensable in any other manner. The personal leave hours may be used by an employee for any purpose he/she desires, and may be taken at time mutually agreeable to the Agency and the employee.

Retirement Plan (Classified Employees)

After six full months of employment, eligible classified employees are required to become members of the state's retirement system.The employee contribution (currently picked up by the UO) is six percent of gross salary. In addition, the University pays an employer contribution into an employer reserve account. The state's retirement plan also provides death and disability benefits. More information on the retirement program may be obtained from the benefits section of Human Resources, 346-2956 or on the web.

Retirement Plans (Unclassified Employees)

After six full months of employment, eligible unclassified employees are required to choose either the state's retirement plan or the Optional Retirement Plan offered by the Oregon University System (OUS). The employee contribution, which is paid by the University, is six percent of gross salary. In addition, the University pays an employer contribution. Vesting rights occur after an employee has participated in each of five calendar years or reaches normal retirement age. More information on the retirement program may be obtained from the benefits section of Human Resources, 346-2956.

Sick Leave (Classified Employees)

All full-time classified employees will be credited with eight hours of sick leave for each full month of service. Employees are eligible to use accrued sick leave with pay immediately upon accrual. Part-time staff accrue sick leave on a pro rata basis. There is no limit to the amount of sick leave employees can accumulate. Unused sick leave is not paid out at termination.

Sick Leave (Unclassified Employees)

All full-time unclassified employees will be credited with eight hours of sick leave for each full month of service, or two hours for each full week of service of less than one month. Part-time unclassified staff employed .50 FTE or more will be credited with a pro rata amount. No credit shall be given during periods of sabbatical leave, educational leave or leave without pay. There is no limit to the amount of sick leave employees can accumulate. Unused sick leave is not paid out at termination.

Unclassified employees are required to report sick leave use to their departmental offices on a monthly basis.

Staff Tuition Rates

Employees who are .50 FTE or greater (not temporary) may register for courses and receive staff tuition rates for a maximum of 12 credit hours. Employees who do not use this benefit may choose to transfer it to a qualified family member each term. Completed and approved Staff Tuition forms must be submitted to Human Resources by the deadlines designated for each term. Please be aware that educational assistance provided to family members enrolled in advanced degree programs or graduate level classes for credit will be included as taxable income. Regulations concerning the staff tuition eligibility are determined by the benefits section of Human Resources, 346-3159.

Tax-Deferred Investment Plans

There are two tax-deferred programs available to employees: the 403b Tax-Deferred Investment Program and the Oregon Savings Growth Plan. Employees may voluntarily elect to contribute (no employer contribution) to either or both of these plans. Contributions to these plans are made before federal and state taxes are imposed. The result is reduced taxable income. The money is taxable upon withdrawal. Contact the benefits section of Human Resources, 346-3085 for additional information.

Vacation (Classified Employees)

After serving six full calendar months, employees are eligible to use vacation leave banked during the first six months. Vacation leave is accrued as follows:

  Work Days for each 12 Full Calendar Months of Service Hours Per Month
After 6 months through 5th year
12
8
After 5th year through 10th year
15
10
After 10th year through 15th year
18
12
After 15th year through 20th year
21
14
After 20th year through 25th year
24
16
After 25th year
27
18

A full-time employee working less than a full calendar month and part-time or seasonal employees shall accrue vacation leave on a prorated basis. Vacation hours may accumulate to a maximum of 250 hours.

Vacation (Unclassified Employees)

Eligible unclassified employees accrue vacation on a monthly basis beginning the first of the month following date of hire or on the first of the month if an employee is hired the first working day of the month. Eligible employees with 1.0 FTE accrue 15 hours of vacation per month; eligible employees working less than full-time will accrue vacation in proportion to their FTE. There is no waiting period for vacation use.

There is a maximum accrual of 260 hours. The maximum number of hours that can be paid upon termination or transfer is 180 hours. Employees with nine-month appointments do not accrue vacation.

Unclassified employees are required to report vacation use on a monthly basis to their department.

Work/Life Resources

Work/Life Resources, a program of Human Resources, helps university families successfully manage the responsibilities of work, education and family life. The office coordinates information about campus and community child-care options, specialized educational and recreational children's programs, community resources for families and elder care, and university policies related to children and families. For information or assistance, call 346-3195.

Quick Summary of Benefits

The University of Oregon provides a competitive benefits package to all eligible employees that includes options best suited to their needs and the needs of their family.

The insurance benefits, retirement plan choices, wellness programs, and other services offered are a sizable amount of an employee’s overall compensation and important factors in encouraging a healthy work-life balance at the UO. The information below provides brief descriptions of benefits offered at UO.  Please visit the links within each description to obtain more detail.  You may also contact the HR Service Center with questions at (541) 346-3159.

Insurance Coverage

The University of Oregon offers, to all eligible employees (0.5 FTE or greater), a Core Benefits Package which provides medical, dental, vision and life insurance coverage.  Benefits are extended through the Public Employee Benefits Board (PEBB) and are intended to offer employees comprehensive coverage with a variety of options to meet individual employee needs. The UO Group Insurance webpage provides more information about plan options and costs.

In addition to the core benefits, employees may elect to enroll in Optional Insurance Benefits. Optional benefits include additional life insurance for an employee and coverage for spouse/domestic partner and dependents, short term and long term disability and accidental death and dismemberment. You may also chose to participate in a healthcare or dependent care Flexible Spending Account. Premiums for optional benefits are paid by the employee.

Insurance coverage is not automatic. To obtain coverage in the Public Employee Benefit Board (PEBB) sponsored state plans for UO employees, online enrollment or an enrollment form must be completed and submitted to the Benefits Office within 30 days of their employment start date. Employees are eligible for coverage first of the month following their hire date or receipt of enrollment forms. Detailed information is available on the PEBB website.

Retirement Savings

UO Retirement Plans

After six full months of employment, eligible employees receive a retirement plan benefit, which includes a six percent employee contribution of gross salary paid by the University of Oregon and an additional employer contribution. 

SEIU members are required to become members of the state's Public Employees Retirement System (PERS). Faculty and Officers of Administration are required to choose either PERS or the Optional Retirement Plan.

Visit the UO Retirement Plans webpage for more information.

Voluntary Retirement Savings Plans

Two voluntary retirement savings plans offer a way to increase your retirement income through regular, planned investing. You determine how much to save each month, and your contributions are made to your account through payroll deduction. Additional details are available on the Voluntary Retirement Plans webpage.

Time Off

Vacation

Eligible employees accrue vacation on a monthly basis.  Eligibility and accrual schedule are based on employee classification.  Visit the Vacation webpage for details by employee group.

Sick Leave

All full-time employees receive eight hours of sick leave for each full month of service. Employees are eligible to use accrued sick leave with pay immediately upon accrual. Employees working less than full-time accrue sick leave on a pro rata basis. There is no limit to the amount of sick leave employees can accumulate. Unused sick leave is not paid out at termination. More details are available on the Sick Leave webpage.

Holidays

The University of Oregon observes many national holidays throughout the year.  Eligibility for compensation may vary by employee classification. A complete listing of holidays and compensation eligibility is available on the Holidays webpage.

Personal Leave (Classified Employees)

All classified employees receive personal leave with pay after six months of employment.  For eligibility requirements and accrual schedule refer to collective bargaining agreement (CBA) articles provided on the Personal Leave webpage.

Wellness

Employee Assistance Program (EAP)

Eligible employees and their dependents have access to no cost, confidential, counseling and consultative services with licensed professionals through the EAP. The services include short-term professional counseling and assessment, child-care and elder-care resource and referral, legal and financial consultations, and an interactive website offering wellness information tailored to employee needs and interests. More information about the program is available on the EAP webpage.

Work-Life Resources

HR provides resources to help employees balance their personal life and family obligations with work responsibilities.  HR also provides resources for community connection.  Visit the Work-Life webpage for quick access to these resources.  

Professional Development

Staff Tuition Rates

The University of Oregon encourages employees to pursue higher education.  Staff tuition provisions are included in the employee benefit program to encourage and assist eligible employees with educational pursuits. Visit the Staff Tuition webpage for more details.

Training Opportunities

The University of Oregon is committed to continuous learning and encourages all employees to participate in training and professional development opportunities. A wide variety of programs are offered across campus.  A complete list of available courses and training opportunities can be viewed on the Professional Development website.

Professional Development Opportunity Fund

An employee may apply for reimbursement from this fund for job related training and development activities. Employees must be at least half-time to access the fund. For more information, please refer to the guidelines and the form provided on the Professional Development Opportunity Fund webpage.

Clone of Quick Summary of Services

Quick Summary of Services Available to University Employees

The University of Oregon allows employees to take advantage of a number of services available throughout the campus. This summary is intended to give you a quick overview of the opportunities currently offered. These services are not guaranteed and are subject to change at any time. Please contact the appropriate office(s) for more detailed information.

Important!! In order to use many of these services, you need to obtain an identification card. New employees may obtain a UO ID card at the UO Card Office in Erb Memorial Union (EMU). Your hiring department can assist with the documentation required.  Please bring conventional photo ID (driver’s license or passport).  For more information, see the card office website at uocard.uoregon.edu.  Their phone number is 541-346-3113. 

Athletic Tickets

The Athletic Department offers employees season tickets to football, volleyball, men's and women's basketball, baseball and track at a discounted price. Pac-12 Conference rules limit such reduced price tickets to two season tickets per employee. Employees, however, may purchase additional tickets at the regular price. Season tickets may be paid for by a payroll deduction plan. Information and applications for tickets may be obtained at the Duck Ticket Office at the Casanova Center, 346-4461.

Computer Purchase Information

Apple computers and iPads, PC computers, netbooks and selected computer hardware and software are available at special educational prices to both current faculty and staff. For further information, please contact the Technology Department at the Duck Store at 541-346-4331 or email Tech@uoduckstore.com. The Technology Department is open 7 days a week and is located on the ground level of The Duck Store at 895 E. 13th Ave.

Direct Deposit

Employees may elect to have their paychecks deposited directly into a checking or savings account at most banks or credit unions. Earnings statements for all direct deposits will be sent through campus mail to the employee's home department. Employees also have the option to enroll in direct deposit through self-serve by logging into Duckweb. The university encourages employees to enroll in paperless earnings statements; all earnings statements can be printed or viewed by using Duckweb.

Erb Memorial Union

Since 1950, the Erb Memorial Union has been the center of community life at the University of Oregon. Located in the heart of campus, the EMU provides a variety of programs and services for students, faculty and staff. The EMU is home to Club Sports [a co-ed, competitive recreational program], the Craft Center [provides open studio spaces and workshops in a variety of crafts], the Cultural Forum [sponsors cultural, social and educational events], the Outdoor Program [provides inexpensive, cooperative wilderness adventures]. The EMU also houses the Women's Center, the Multicultural Center, the International Resource Center, the Transportation Resource Center, the Greek Life Office, the UO Card Office, UO Scheduling & Event Services, the UO Ticket Office and student organizations. Services include: Meeting and conference facilities, art galleries, a copy center, a computer lab, a pool hall and video arcade, a full-service ticket office, ATMs and a variety of eating establishments. All EMU facilities, programs and services are open to UO faculty and staff. The EMU is located at the corner of 13th and University. The phone number is: 346-3705.

Parking

All members of the University community are encouraged to take advantage of alternative modes of transportation at every opportunity. However, those who do use University parking lots must purchase and correctly display the proper parking permit. Using such parking facilities without displaying a valid parking permit will result in a fine. University parking regulations are enforced by the Department of Parking and Transportation and the Eugene Police Department. Parking permits may be purchased at the Department of Public Safety, which provides maps and brochures describing transportation information and types and costs of permits available. Questions regarding alternative transportation, parking permits, regulations, and citations should be directed to the Department of Public Safety, 346-5444.

LTD Bus Ridership Program

The University contracts with the Lane Transit District to provide free-to-the-user bus ridership to all .5 FTE or greater employees. These employees can ride any LTD bus free of charge by presenting their UO Photo ID to the driver when boarding. Contact the Department of Public Safety at 346-5444 for more information.

Bicycle Regulations

The University of Oregon requires all employees who operate, store, or park bicycles on the campus to register their bicycles with the Department of Public Safety. Bicycle riders on campus are subject to applicable provisions of Oregon driving laws, and Oregon Administrative Rules. Bicycles may be parked, stored, or left outdoors in bicycle racks, shelters or other specifically designated areas. Illegally parked or stored bicycles are subject to fines and impoundment. Contact the Department of Public Safety at 346-5444 for additional information.

Internet Access

University employees are eligible to get a DuckID account. That account can be used, subject to the University's Acceptable Use Policy, for email, world wide web and a host of other activities. Employees may wish to configure their system with software provided free of charge on UO's annual Duckware CDROM software distribution. A wide range of consulting support and helpful documents are also available. For more information, see http://it.uoregon.edu or http://helpdesk.uoregon.edu

Library

Employees have full access to the University of Oregon Library System services and collections. These include borrowing privileges, reference and research assistance, access to computers, and instructional programs. For more information, contact the Circulation desk in the Knight Library, 346-3065.

Through the Oregon Card Program, the University of Oregon Libraries offer free borrowing to any person who can provide proof of a current Oregon mailing address and is 16 or older. Or, your barcoded library card from any Oregon Library may be used to borrow materials from the University of Oregon Libraries. For information contact the Circulation desk in the Knight Library, 346-3065 or http://libweb.uoregon.edu/borrowing/oregoncard.html.

Recreation Facilities

Employees are invited to use recreational facilities and participate in activities offered by the Physical Education and Recreation Services. Court and gymnasium facilities are available in or adjacent to Gerlinger Hall, Gerlinger Annex, Leighton Pool and Esslinger Hall for recreational participation in a variety of activities. Leighton Pool is open to employees for recreational swimming at various times and recreational swimming periods are also scheduled in Gerlinger Pool. Rec Sports also provides a fitness workout program. With the Punch Card System, you have the flexibility of choosing your workouts and attending as many workouts as you wish. In addition, instruction is available for planned activity experiences through the PE program. There is a fee charged for the use of facilities, lockers, clothing and laundry. Further information may be obtained by calling Rec Sports at 346-4113, or stopping by 102 Esslinger Hall.

Travel Clinic and Immunizations

The University Health Center offers a complete Travel Clinic that is available to faculty and staff. The Travel Clinic is located in area C on the first floor of the Health Center building. The Health Center offers a very complete list of immunizations either required or recommended for travel. Contact the University Health Center at 346-2739. The Travel Clinic will schedule you for a "Traveling Healthy" consultation appointment.

Twelve-Month Pay for Nine-Month Faculty

The Oregon University System allows nine-month faculty members to spread their gross nine-month contract salary over a twelve-month period. Information and Enrollment forms are available in the Payroll Office. Faculty members are allowed to enter the plan no later than September 7 (August 7 for Law School) of the plan year.

The Duck Store (formerly the UO Bookstore)

Academic employees are eligible for book discounts on course and trade books. A valid UO ID card must be shown at the time of the purchase. Contact The Duck Store at 346-4331 if you have questions.

UO Campus Cash

Your UO Identification Card can be used as a debit card for purchases on campus simply by depositing funds into your UO Campus Cash account. Campus Cash provides a free and convenient alternative to using cash or writing checks. It can be used at over 20 locations across campus and at vending machines. Your account balance is available every time you use your card. Additional deposits to your Campus Cash account can be made at any time during the year. The funds in your account automatically carry over from one term to the next and from year to year. For more information, contact the UO Card Office at 346-3113.

Quick Summary of Services

As a University of Oregon employee, you have access to a number of services across campus*. Many of these services are described below with contact information provided.

Dining Services

Dining at the University of Oregon is an experience tailored to students, faculty, staff, and guests. Employees are welcome to visit any of the dining halls across campus for lunch or dinner, to get food to go, or share a coffee and pastry with a friend. Visit the University Housing website for more information about menus and venues.

Ducks Dine on

Ducks Dine On offers UO faculty and staff reduced cost dining options at any of the nine UO dining service locations. To learn more about this convenient meal plan option, visit the Ducks Dine On webpage on the University Housing website.

The Duck Store

Book Discounts

Employees are eligible for discounts on certain book purchases and course materials. Contact The Duck Store at (541) 346-4331 for more information.

Computer Purchase Information

The Duck Store offers special prices on technology products including computer hardware and software, iPads, and tablets. For information about available products and pricing, visit The Duck Store website, contact a representative by phone at (541) 346-4331, or send an email to Tech@uoduckstore.com.

Information Services

The UO Information Services department maintains an Information Technology Service Directory to assist students, faculty, and staff.  The service directory offers a wide variety of support and resources for employees to meet their technology needs.  Two popular services include access to software packages and technical support:

  1. Select software packages, such as Microsoft Office 365, are licensed by the University of Oregon for campus use. Some software allows employees use at home. Visit the list of Available Software for the most current offerings.
  2. The Information Services Technology Service Desk (Tech Desk) supports faculty, and staff with their computing needs. Contact the Tech Desk to troubleshoot a hardware or software problem or to get answers to your technology questions. The Tech Desk can assist with both professional and personal technology needs.  Visit the Technology Service Desk webpage for contact information, location and description of services.

Library

Employees have full access to the University of Oregon Library System services and collections. These include borrowing privileges, reference and research assistance, access to computers, and instructional programs. For more information, visit the UO Libraries website or contact the circulation desk in the Knight Library at (541) 346-3065.

Museums

Employees receive free admission to both the Jordan Scnhitzer Museum of Art and the Museum of Natural and Cultural History.

Payroll Services

Direct Deposit

Employees may elect to have their paychecks deposited directly into a checking or savings account(s). Enroll in direct deposit through Duckweb and elect paperless earning statements. A direct deposit form can also be submitted directly to payroll.  Contact Payroll at (541) 346-3151 for assistance.

Twelve-Month Pay for Nine-Month Faculty

UO offers two options for nine-month faculty and officers of administration to set aside salary for the summer months.  Visit Business Affairs’ Twelve Month Pay Option webpage for details.

Recreation Facilities

Employees and their eligible family members may purchase memberships to the Student Recreation Center to use recreational facilities and participate in activities offered by the Physical Education and Recreation Services. For more information, visit the PE & Rec Memberships webpage or call Rec Sports at (541) 346-4113.

Tickets to Events

UO Ticket Office

The UO Ticket Office is a full-service outlet that provides ticket sales for a broad range of venues both on and off campus. As a sales outlet for TicketsWest, the Hult Center, the WOW Hall, Hi-Fi Music Hall, local promoters, and UO organizations, employees can make ticket purchases for thousands of concerts, plays, and events held on campus, in Eugene, and throughout the Pacific Northwest without leaving campus.

They also offer additional services, including utility payments and LTD bus pass purchases.

Visit the UO Ticket Office website for a full listing of events and services.

Athletic Tickets

The Athletics Department offers employees a reduced price on season tickets to athletic events. Employees receive the reduced price on the first two tickets purchased.  Season tickets may be paid for through a payroll deduction plan. To purchase your season tickets call the ticket service team at 541-346-8281. Employees also can sign up for more information or purchase tickets through the online Ticket Marketplace.

Transportation

All members of the University community are encouraged to take advantage of alternative modes of transportation at every opportunity. UO Department of Parking and Transportation provides information on a variety of transportation options available to employees.  A few programs are highlighted below:

LTD Program

Employees, working at least 0.5 FTE, can ride any LTD/EmX bus free of charge by presenting their UO Photo ID to the driver when boarding. Visit the LTD website for routes and schedule information.

Bicycle Security

The University of Oregon is partnered with Project529 for bicycle registration. The mobile-based bicycle registration system is fast, easy, and free, and can assist in recovering a stolen bicycle. Register online through the UO Project529 webpage. Bike registration cards and decals can be picked up at the Department of Parking and Transportation and at the Outdoor Program Bicycle Barn.  

A number of secure lockers and cages across campus are available for employees to rent on an annual basis.  To rent a bike locker or cage, contact the Department of Parking and Transportation at (541) 346-5444.

For more information about bicycle security and other commuter service available, visit the Parking and Transportation website.

Parking—an important note

Those who use University parking lots must purchase and correctly display the proper parking permit. Parking permits may be purchased at the Department of Parking & Transportation.

Retirement Program Information

Retirement Plan (Classified Employees)

After six full months of employment, eligible classified employees are required to become members of the Oregon Public Service Retirement Plan (OPSRP). OPSRP is a defined benefit pension plus an individual account. The University of Oregon contributes 6% of gross monthly salary each month to an Individual Account on behalf of employees. Vesting occurs immediatley after enrollment. An additional monthly contribution is made to to the pension system. Pension benefits are based on your date of hire, years of service and earnings and are generally available when you reach a normal retirement age. Vesting in the pension account occurs after 5 years of contributions or age 65.

Retirement Plans (Unclassified Employees)

After six full months of employment, eligible unclassified employees are required to choose either the Oregon Public Service Retirement Plan (OPSRP) or the Optional Retirement Plan (ORP).  The ORP  is a defined contribution plan. Participants select mutual funds and annuities through TIAA CREF or Fidelity and manage their own accounts. The University of Oregon contributes 8%of gross monthly salary each month on behalf of ORP participants. Vesting of employer contributions occur after 5 years of contributions or age 50. The university will also make a matching contribution of 1 - 4% each month based on the employees participation in the 403(b) Tax Deferred Investment Plan. Matching contributions are vested immediately.


Information on the employee voluntary retirement savings plans, 403(b) Tax Deferred Investment Plan and Oregon Savings Growth Plan is available online at http://hr.uoregon.edu/benefits/retirement/voluntary-retirement-savings-p....

Benefit Orientation Schedule and Sign-up

Self Pay Insurance Information for Courtesy Postdocs

Postdocs who are not paid by the University of Oregon have medical and dental coverage available on a self-pay basis through the Public Employees' Benefit Board (PEBB).

Orientation Schedules

Reimbursement Forms

Core Benefits

Medical Plans

University of Oregon employees have a variety of medical plans to choose from. Each one designed to meet the needs of employees and their family.

PEBB Statewide Plan

PEBB statewide plans

This is a preferred provider organization (PPO) and offers services and benefits at two coverage levels – from preferred and non-preferred providers. You have the flexibility to see any provider you want.  If you receive services from a preferred provider (in-network) you will pay less than if you receive services from non-preferred providers (out of network). If you receive services from providers who do not participate in the plan, they may bill you for amounts greater than allowed by the plan.

This plan is available nationwide. Even if you and/or dependents do not live in Oregon, you will be able to access a network of preferred providers.

Medical Plan Summary

Prescription Plan Summary

Provider Search

Providence Choice Plan

PEBB Providence Choice

This is an Oregon based patient-centered medical home plan. You must pre-designate a medical home clinic with Providence prior to receiving services. A primary care physician within that clinic manages your care and makes all referrals to specialists. 

If you receive services not coordinated through your designated medical home clinic, services will be considered out-of-network and higher out-of-pocket costs will covered at a higher rate.

Kaiser Plan

If you are enrolled in a Kaiser medical plan, you must use a Kaiser facility for services. There is no coverage for out-of-network services.

Coverage is only available in certain counties in Oregon and Washington. Information on the plan service area may be found online at Kaiser HMO.        

Kaiser Plan summary

Surcharges

The following surcharges may apply only if enrolled in a PEBB medical plan.

Tobacco Use Surcharge

If you and/or your spouse or partner uses tobacco, you will pay a monthly $25/person surcharge. The surcharge will only apply to your spouse or partner if they are enrolled on your medical plan. Additional information is available online at http://www.oregon.gov/DAS/PEBB/Pages/FreeClear.aspx.

Spouse/Partner Other Coverage Surcharge

If you enroll your spouse or partner and your medical plan, they have access to other non-PEBB employer group insurance and waive that coverage, you will pay a monthly $50 surcharge. Additional information is available online at http://www.oregon.gov/DAS/PEBB/Pages/SPDPWaivesOC.aspx.

Opt Out

 

Opt out now

Opting Out is a choice of medical plan. Employees may opt out of PEBB medical or medical and dental if they are enrolled in other employer-sponsored group plan(s) and receive monthly cashback. They may still enroll in optional benefits.

  • Medical Only Opt Out - You will receive $233/month cashback minus the dental and basic life premium.
  • Medical/Dental Opt Out - You will receive $192.50/month

Decline PEBB Coverage

Decline coverage now

If you decline coverage, you are declining participation in the PEBB program and will not receive any cashback and are not eligible to enroll in optional benefits.

Health Engagement Model (HEM) and Wellness Programs

Dental Plans

The Public Employees Benefit Board (PEBB) offers three types of dental plan designs: a traditional plan design administered by ODS (Delta Dental) and one by Kaiser Permanente (available only in certain counties in Oregon and Washington); a preferred provider plan administered by ODS (Delta Dental); and a dental health maintenance organization plan from Willamette Dental.

You may enroll all of your eligible dependents in the same dental plan as yourself. They are not required to be enrolled on your medical plan to be eligible for dental coverage.

Dental Plan Comparison Chart

ODS (Moda) Premier Plan

Freedom to choose your dentist, The Premier option connects you with the largest dental network in Oregon and nationally. It includes more than 2,300 providers in Oregon. If you have the Delta Dental Premier plan, you can save money by seeing dentists in the Premier Network.

Member Handbook
Benefits Summary – See page 7 of the Member Handbook

Provider Directory

*Note:  For all ODS plans, if you do not enroll a dependent when they are first eligible, they will have a 12 month waiting period for Basic and Major services and a 24 month waiting period for Orthodontic services.

ODS (Moda) PPO Plan

Coverage is restricted to a small in-network group of dentist. If you see a dentist outside the network, you will pay more for services.

Member Handbook
Benefits Summary – See page 8 of the Member Handbook 

Provider Search

*Note:  For all ODS plans, if you do not enroll a dependent when they are first eligible, they will have a 12 month waiting period for Basic and Major services and a 24 month waiting period for Orthodontic services.

Willamette Dental Plan

Willamette Dental is a managed dental health maintenance plan. Coverage is restricted to Willamette Dental clinics. There are more than 50 clinics located throughout the Pacific Northwest (Oregon, Washington and Idaho).

Benefit Summary

Benefit Handbook

Provider Search

Kaiser Dental Plan

You must live or work in the service area to receive services from a provider in a Kaiser Permanente facility. You do not need to be enrolled in Kaiser medical to enroll in Kaiser dental.

Covered Oregon counties: Washington, Multnomah, Hood River, Yamhill, Clackamas, Polk, Marion, Benton, and Linn
This plan is not available in Lane County.

Covered Washington counties: Cowlitz, Columbia, Clark, Wahkiakum, Lewis, and Skamania

Benefit Summary

Vision Plan

If you are enrolled in a full time medical plan, you are automatically enrolled in a vision plan.

Vision is not available if you are enrolled in part time medical plans.

 

PEBB Statewide and Providence Choice Medical Plans

VSP Signature Plan
You can choose to see any eyecare provider – your local VSP doctor, a retail chain affiliate, or any other provider.

Plan Summary

VSP Doctor or Retail Chain Affiliate

At the time of your appointment, you pay the applicable co-payment and the doctor’s office will bill VSP directly using your PEBB ID number for the remaining charges.  

To find a VSP doctor or retail chain affiliate, visit www.vsp.com or call 800-877-7195.

Kaiser Medical Plans

Coverage is limited to age 18 or younger and services must be received from a Kaiser medical facility

Life Insurance

Basic Life Insurance

Benefit eligibles employees are automatically enrolled in a $5000 term life insurance policy when they enroll in a medical plan or opt out. The policy also encludes enrollment in the MEDEX Travel Assist program.

Additional Life Insurance

Additional life insurance for the employee and dependents can be purchased through Optional Benefits.

Go To Additional Life Insurance Options

Opt Out Information

If you are covered by another employer group medical and dental plan, you may opt out of PEBB medical and dental insurance. Other group coverage does not include Medicare, Medicaid, Veterans Administration Health Benefits, or Student Health Insurance. Individual medical plans do not qualify.

  • By opting out of medical only, you will receive $233 (prorated for part-time classified employees according to hours worked in a pay period) per month as taxable income into your paycheck. From this amount you must subtract the premium for dental coverage and employee basic life insurance. You may also enroll in any of the available optional benefits.

 

  • By opting out of medical and dental, you will receive $192.50 (prorated for part-time classified employees according to hours worked in a pay period) per month taxable income into your paycheck. Enrollment in basic life insurance is mandatory. You may also enroll in any of the available optional benefits.

Medical Only Opt Out Calculation Worksheet for Unclassified (.50fte or more) and Full Time Classified:

Opt Out Calculation
1. Monthly opt out contribution $233.00
2. Premium for mandatory basic life insurance $1.10  
3. Dental Premium (see chart below) $ 
4. Add lines 2 and 3. This your total monthly premium cost $ 
5. Subtract line 4 from the amount on line 1. This is your opt out cash you will receive as monthly taxable income. $ 
Note: This is a dynamic form.
Click any link below to populate the fields above.
JavaScript must be enabled.

 

2012 Employee Dental Plan Monthly Premium Rates
  Employee Employee & Spouse/Partner Employee & Children Employee & Family
Kaiser Permanente
(Salem & Portland only)
ODS Preferred
ODS Traditional
Willamette Dental
ODS Part time $58.48 $78.36 $67.26 $80.13
Kaiser Permanente Part time (Salem & Portland only) $56.35 $75.50 $64.80 $77.21

Premium Cost

Plan ID Numbers

The following information assists you with accessing your individual policy information:

PEBB Online Benefit System:

The University of Oregon participates in the Public Employees Benefit Board (PEBB) for its employee benefit program.
To view your current benefit selections, log on to PEBB.benefits

ID Numbers for Medical, Dental, Vision and Flexible Spending Accounts

Medical ID number - Your medical ID number is a unique number that will be assigned to by your medical insurance carrier. Your medical ID card will be mailed directly to your home address by the insurance carrier. If you are enrolled in a medical plan and have questions regarding your ID card, please contact the insurance carrier directly.

ODS Dental ID number - Your ODS dental ID number will be a unique number assigned to you by PEBB (Public Employees' Benefit Board) and will be on your ID card. This number starts with a "P" followed by 8 digits. Your "P" number can be found by logging into the PEBB.benefits online benefits system, then click on "View my current benefit selection". Your dental ID card will be mailed directly to your home address by the ODS. If you are enrolled in an ODS dental plan and have questions regarding your ID card, please contact ODS directly.

Willamette ID number - Your Willamette dental ID number is a unique number that will be assigned to you by Willamette dental and will be on your ID card. Your ID card will be mailed directly to your home address by Willamette. If you are enrolled in the Willamette dental plan and have questions regarding your ID card, please contact Willamette directly.

VSP Vision ID number - VSP does not issue ID cards. Your VSP vision ID number will also be your PEBB number, "P" followed by 8 digits. Your "P" number can be found by logging into the PEBB.benefits online benefits system, then click on "View my current benefit selection". Or, if you are enrolled in an ODS dental plan, it can be found on your ODS ID card.

Flexible Spending Account ID number - ASIFlex does not send an ID card. Your flexible spending account(s) ID number will also be your PEBB number, "P" followed by 8 digits. Your "P" number can be found by logging into the PEBB.benefits online benefits system, then click on "View my current benefit selection". You will be required to list this number on your flexible spending account reimbursement claim form.


Phone numbers for all the insurance carriers can found by clicking on: Resource Directory

Insurance Group Numbers

Medical Insurance
Group Number
Telephone Number
Website
PEBB Statewide Plans (full and part time)
108601
800-423-9470
Providence Choice
106528
800-423-9470
Kaiser HMO
7029
800-813-2000
Vision Insurance
Group Number
Telephone Number
Website
Vision Service Plan (VSP), Signature Plan
12179989
800-877-7195
Dental Insurance
Group Number
Telephone Number
Website
ODS Preferred
10002802
800 452-1058
ODS Traditional
10002802
800 452-1058
Willamette Dental
Z250I
800 460-7644
ODS Part time Plan
10002802
800-452-1058
Kaiser Dental
7029
800-813-2000 Kaiser

 

Health Engagement Model (HEM) Requirements

Optional Benefits

University of Oregon offers optional benefits to all benefit eligible employees as a way to enhance your ability to balance life and work. Several plans are offered at less expensive group rates through Standard Insurance and UNUM.

You may choose to enroll in additional life insurance for you and your eligible dependents, accidental death and dismemberment, short and long term disability and long term care insurance. These benefits are voluntary and 100% employee paid.

Employee Life Insurance

Life insurance is a benefit that can help protect you and your loved ones from financial hardships in the event of an untimely death. As an eligible employee, you may purchase additional life insurance beyond the required $5000 basic life insurance provided under the Core Benefits.

You may purchase life insurance through The Standard Insurance Company for yourself in $20,000 increments up to $600,000 and for your spouse or domestic partner in $20,000 increments up to $400,000. Premiums are based on age, amount of coverage and tobacco use.

For detailed information go to

http://www.oregon.gov/das/pebb/pages/14toc.aspx#Optional_Benefits
Rates
Policy Statements

Dependent Life Insurance

Life insurance is a benefit that can help protect you and your loved ones from financial hardships in the event of an untimely death. As an eligible employee, you may purchase additional life insurance beyond the required $5000 basic life insurance provided under the Core Benefits. You may purchase life insurance through The Standard Insurance Company for yourself in $20,000 increments up to $600,000 and for your spouse or domestic partner in $20,000 increments up to $400,000. Premiums are based on age, amount of coverage and tobacco use. For detailed information go to http://www.oregon.gov/das/pebb/pages/14toc.aspx#Optional_Benefits Rates Policy Statements

Spouse Life Insurance

Life insurance is a benefit that can help protect you and your loved ones from financial hardships in the event of an untimely death. As an eligible employee, you may purchase additional life insurance beyond the required $5000 basic life insurance provided under the Core Benefits. You may purchase life insurance through The Standard Insurance Company for yourself in $20,000 increments up to $600,000 and for your spouse or domestic partner in $20,000 increments up to $400,000. Premiums are based on age, amount of coverage and tobacco use. For detailed information go to http://www.oregon.gov/das/pebb/pages/14toc.aspx#Optional_Benefits Rates Policy Statements

Short Term Disability

Experiencing an illness or injury that prevents you from working for an extended period of time can have devastating effects due to the loss of income. To reduce the financial impact of these events, PEBB offers Short Term and Long Term Disability Insurance through The Standard Insurance Company to employees only. These policies provide income protection against disabilities resulting from a covered physical disease, injury, pregnancy, or mental disorder.
Short Term Disability (STD)
STD insurance provides 60% of first $2769 of pre-disability earnings for up to 13 weeks, subject to deductible income reductions, waiting periods and pre-existing condition limitations. If your disability is due to a pre-existing condition benefits are limited to 4 weeks.
For premium and detailed information go to http://pebb.das.state.or.us/DAS/PEBB/pages/opben/std.aspx.
Standard Insurance Short Term Disability Policy Certificate

Long Term Care

PEBB sponsors a Long Term Care Insurance offered through UnumProvident. Long term care insurance can help ease the financial burdens associated with care if you lose the ability to perform the basic activities of daily living such as walking, moving unassisted, dressing, bathing, eating, toileting. Long term care may be needed to recover from surgery or to cope with the effects of illness. In many cases, long term care is given in the home or in a private room of an assisted-living facility. Without long term care insurance, the cost of providing services like this could cause significant financial hardship for you and your family.

All PEBB-eligible employees and certain family members who are 18 to 84 years old are eligible to enroll in Long Term Care insurance at any time.

Important: As a newly hired employee you are eligible for benefit amounts on a guarantee issue basis of up to and including $4,000 and a facility benefit duration of 3 or 6 years. You need to enroll within 30 days from your initial eligibility.

For premiums and detailed information go to
http://www.oregon.gov/DAS/PEBB/pages/opben/ltc.aspx

Long Term Disability

Experiencing an illness or injury that prevents you from working for an extended period of time can have devastating effects due to the loss of income. To reduce the financial impact of these events, PEBB offers Short Term and Long Term Disability Insurance through The Standard Insurance Company to employees only. These policies provide income protection against disabilities resulting from a covered physical disease, injury, pregnancy, or mental disorder. Short Term Disability (STD) STD insurance provides 60% of first $2769 of pre-disability earnings for up to 13 weeks, subject to deductible income reductions, waiting periods and pre-existing condition limitations. If your disability is due to a pre-existing condition benefits are limited to 4 weeks. For premium and detailed information go to http://pebb.das.state.or.us/DAS/PEBB/pages/opben/std.aspx. Standard Insurance Short Term Disability Policy Certificate

Retirement Plan Forms

Tax-Deferred Investment Plan (403b) Salary Reduction Agreement

Flexible Spending Account (FSA)

Healthcare FSA

Health Care FSA Administrator

ASIFlex is the administrator of the Health Care FSA program. A complete list of eligible/ineligible expenses, program overview, forms and more can be found at http://orpebb.asiflex.com/.

Eligibility

You are eligible to participate in the Health Care FSA if you are in a benefits eligible position and enroll in the PEBB benefit program.

Enrollment

You can enroll in a Health Care FSA:

  • Within 30 days of your date of hire. Coverage is effective first of the month following the status change and receipt of form.
  • If you experience a qualified Life Event. Coverage is effective first of the month following the status change and receipt of form.
  • During the annual Open Enrollment Period held in the fall. Coverage is effective January 1.

Important: You must enroll in the Health Care FSA each year to participate. The election you make in one plan year does not automatically carry over to the next plan year, so it's important to re-enroll during each Open Enrollment period to continue participation in your Health Care FSA.

FSA Details

The current administrator for all FSA plans is ASIFlex.  Visit their website for more information:
ASIFlex Customer Service Center

Eligibility

You are eligible to participate in the FSA program if you are in a benefits eligible position and enroll in the PEBB benefit program.

Enrollment

You can enroll in the FSA:

  • Within 30 days of your date of hire. Coverage is effective first of the month following the status change and receipt of form.
  • If you experience a qualified Life Event. Coverage is effective first of the month following the status change and receipt of form.
  • During the annual Open Enrollment Period held in the fall. Coverage is effective January 1.

Important: You must enroll in the FSA each year to participate. The election you make in one plan year does not automatically carry over to the next plan year, so it is important to re-enroll during each Open Enrollment period to continue participation in the FSA.

Health Care FSA

How does it work?

The Health Care FSA runs on a Plan Year (January 1 - December 31). Before you enroll, it's helpful to estimate how much you spend each year on out-of-pocket health expenses. Based on that estimate, you can decide how much to set aside out of your paycheck.

When you enroll, you choose how much of your pay you wish to contribute to your Health Care FSA. You can contribute a minimum of $20/month up to a maximum of $5000 for the plan year. Your contributions will be deducted by pre-tax payroll deduction taken in equal amounts from each paycheck. Once you have enrolled, you have access to the full amount of your annual contribution, even if you have not yet contributed the full yearly amount.

It's important to plan carefully, because any unused portion of your Health Care FSA at the end of the plan year will be forfeited - in accordance with the IRS regulations. However, there is a 90 grace period that will allow you to continue to claim expenses through March 15th of the following plan year. All claims must be submitted for reimbursement no later than March 31st.

What are eligible expenses?

A complete list of eligible expenses can be found on the  FSA administrator's website: ASIFlex Eligible Expenses

Only expenses not paid for by your health insurance and incurred while you are participating in the Health Care FSA may be reimbursed from your account. An expense is considered “incurred” when services are provided, not when you are billed or when you pay for eligible services.

To be eligible for reimbursement, the health care expense must be incurred:

  • While you are participating in the Health Care FSA;
  • During the plan year or grace period, January 1 – March 15 of the following year; and
  • For medical care, as defined in Section 213(d) of the Internal Revenue Code. Eligible expenses are amounts paid for the diagnosis, cure, mitigation, treatment or prevention of disease, or for the purpose of affecting any structure or function of the body, including prescription drugs.

Dependent Care FSA

How does it work?

The Dependent Care FSA runs on a Plan Year (January 1 - December 31). Before you enroll, it's helpful to estimate how much you spend each year on child care expenses. Based on that estimate, you can decide how much to set aside out of your paycheck.
When you enroll, you choose how much of your pay you wish to contribute. Your contributions will be deducted by pre-tax payroll deduction taken in equal amounts from each paycheck. You can contribute a minimum of $20/month up to a maximum of $5000 for the plan year ($2500 if you and your spouse file separate tax returns).

If your spouse's employer also has a dependent care FSA plan, the $5000 limit applies to the total amount of tax-free dependent care expense that you both, as a couple, can receive in any year from all employer- sponsored plans.
If you are married, both you and your spouse must earn income, unless the spouse is disabled or a full time student.  The amount of expenses that qualify for reimbursement is limited to the income earned by the spouse with the lower taxable earned income.  If the spouse is a full time student or disabled, the law assumes that he/she has a monthly income of at least $250 if the individual has one qualified person, or at least $500 if the individual has two or more qualified persons.

It's important to plan carefully, because any unused portion of your Dependent Care FSA at the end of the plan year will be forfeited - in accordance with the IRS regulations. However, there is a 90 grace period that will allow you to continue to claim expenses through March 15th of the following plan year. All claims must be submitted for reimbursement by March 31st.

What are eligible expenses?

A complete list of eligible expenses can be found on the  FSA administrator's website: ASIFlex Eligible Expenses

To be eligible for reimbursement, the dependent care expense must be incurred:

  • While you are participating in the Dependent Care FSA;
  • During the plan year or grace period, January 1 – March 15 of the following year; and
  • For a qualifying person.  A qualifying person is:
    • Your dependent( link word dependent to http://www.irs.gov/newsroom/article/0,,id=133298,00.html)  under the age of 13 for whom you can claim as an exemption.
    • Your dependent who is unable to care for himself or herself and who spends at least 8 hours each day in your home and for whom you can claim as an exemption (or could claim an exemption except the person had a gross income exceeding the exemption amount)
    • Your spouse who is physically or mentally unable to care for him/herself and who spends at least 8 hours each day in your home
      Physical or mental incapacity must be disabling.  Persons who are not able to dress, clean or feed themselves because of physical or mental problems are considered unable to care for themselves.  Persons with mental defects who require constant attention to prevent them from injuring themselves or others are considered unable to care for themselves.

If you are divorced, you must have physical custody of your child for more than half the year.  If custody is exactly equal then neither parent can use the childcare expenses.  The parent who has more than 50% custody is eligible for the dependent care regardless of who claims the tax exemption. 

Unpaid Leave of Absence

If you participate in the Health Care or Dependent Care FSAs and take an unpaid leave of absence from the UO, your contributions to your account will be suspended. You will not be able to submit claims for expenses incurred during your leave. However, you may be eligible to continue participating in and submitting claims towards your Health Care FSA by prepaying contributions prior to the start of your leave. Please contact the Benefits Office for additional information and forms.

End of Coverage

FSA coverage ends in accordance with loss of eligibility:

  • End of the month your employment ends
  • End of the month you begin a leave without pay or have a reduction in hours (less than 80)
  • End of the plan year, if you do not re-enroll during open enrollment.

Changing Your Contribution Elections

While you are allowed to change your contribution election during each Open Enrollment period, IRS regulations do not permit you to stop or change the amount you contribute to your Health Care FSA during the Plan Year, unless you experience a qualified Life Event. Your requested change must be made within 30 days of the event and be consistent with the type of qualifying life event you incur. Please contact the Benefits Office for additional information and assistance.

Important: If you elect to increase or decrease your contribution amount based on a qualifying Life Event, your new contribution amount will be effective first of the month following the change and receipt of form.

Employees on a Leave of Absence

If you participate in the Health Care FSA and take an unpaid leave of absence from the UO, your contributions to your account will be suspended. You will not be able to submit claims for expenses incurred during your leave. However, you may be eligible to continue participating in and submitting claims towards your Health Care FSA by prepaying contributions prior to the start of your leave. Please contact the Benefits Office for additional information and forms.

Eligible Health Care FSA Expenses

A complete list of eligible expenses can be found on the ASIFlex Administrative website at http://orpebb.asiflex.com/.

Only expenses not paid for by your health insurance and incurred while you are participating in the Health Care FSA may be reimbursed from your account. An expense is considered “incurred” when services are provided, not when you are billed or when you pay for eligible services.

To be eligible for reimbursement, the health care expenses must be incurred:

  • While you are participating in the Health Care FSA;
  • During the plan year or grace period, January 1 – March 15 of the following year; and
  • For medical care, as defined in Section 213(d) of the Internal Revenue Code. Eligible expenses are amounts paid for the diagnosis, cure, mitigation, treatment or prevention of disease, or for the purpose of affecting any structure or function of the body, including prescription drugs.

Manage your FSA

FSA Administrator

ASIFlex is the administrator of the PEBB FSA program offered by the University of Oregon. A complete list of eligible/ineligible expenses, program overview, FAQ, forms and more can be found on the ASIFlex Website.

Claim Submission

You can submit a request for reimbursement from your FSA any time throughout the plan year.
To request reimbursement:

  • Complete an ASIFlex State of Oregon Claim Form for expenses incurred. The form is available online at http://orpebb.asiflex.com/Forms/p_number.htm.
  • Attach proof of the expenses incurred. Proof can be a bill, invoice, itemized receipt or an Explanation of Benefits (EOB) from the medical/dental plan under which you are covered.
  • Retain copies of the request form and supporting documents for your records.
  • Mail or fax claim form and supporting documents to:
    • ASIFlex, PO Box 6044, Columbia, MO  65205-6044
    • Toll free fax: 1-877-879-9038

It is your responsibility to ensure that the reimbursement request has been received by ASIFlex.

Reimbursement

Reimbursement payments are issued by check and mailed to your home address on record with ASIFlex unless you elect alternative options, which include:

Direct Deposit
Receive your reimbursement faster with direct deposit. To activate this feature complete the FSA Direct Deposit form and mail or fax directly to ASIFlex.
The form is available online: Direct Deposit Form

Debit Card

When you apply for an ASIFlex debit card, your card is programmed with the full amount of your annual election. If you apply for the debit card after you have submitted claims for reimbursement, your card will be programmed for the remaining balance in your account.

The FSA debit card is swiped at a credit card machine like a normal credit card. When the card is swiped, two things are checked: 1) available funds in your Health Care FSA account and 2) the Merchant Category Code (MCC) or the Merchant Identification Number of the merchant you are purchasing goods or services from. If you do not have enough available funds on the card to cover the entire attempted transaction amount, the card will be declined. If you attempt to purchase a good or service at a vendor that does not have a MCC indicating it is a health care provider or at a merchant with an IRS-approved Inventory Control System  the card will be declined. Please note that even though the card is known as a debit card, you will have to select the “credit” option at the point-of-sale.

For a complete explanation of the FSA debit card, please visit ASIFlex website:  ASIFlex FSA Debit Card Explained
Instructions and forms to obtain an FSA debit card are provided at this same web link.

Change Contribution Election

While you are allowed to change your contribution election during each Open Enrollment period, IRS regulations do not permit you to stop or change the amount you contribute to your Health Care FSA during the Plan Year, unless you experience a qualified Life Event. Your requested change must be made within 30 days of the event and be consistent with the type of qualifying life event you incur. Please contact the Benefits Office for additional information and assistance.

Important: If you elect to increase or decrease your contribution amount based on a qualifying Life Event, your new contribution amount will be effective first of the month following the change and receipt of form.

Direct Deposit

Receive your reimbursement faster with direct deposit. To activate this feature complete the FSA Direct Deposit form and mail or fax directly to ASIFlex. The form is available online at orpebb.asiflex.com/Forms/direct_deposit_explained.htm.

ASIFlex Debit Card

When you apply for an ASIFlex debit card, your card is programmed with the full amount of your annual election. If you apply for the debit card after you have submitted claims for reimbursement, your card will be programmed for the remaining balance in your account.

The FSA debit card is swiped at a credit card machine like a normal credit card. When the card is swiped, two things are checked: 1) available funds in your Health Care FSA account and 2) the Merchant Category Code (MCC) or the Merchant Identification Number of the merchant you are purchasing goods or services from. If you do not have enough available funds on the card to cover the entire attempted transaction amount, the card will be declined. If you attempt to purchase a good or service at a vendor that does not have a MCC indicating it is a health care provider or at a merchant with an IRS-approved Inventory Control System  the card will be declined. Please note that even though the card is known as a debit card, you will have to select the “credit” option at the point-of-sale.

For a complete explanation of the FSA debit card please go to the ASIFlex website at orpebb.asiflex.com/debitcard/debitcard.htm.

When Health Care FSA Coverage Ends

  • End of the month your employment ends
  • End of the month you begin a leave without pay or have a reduction in hours (less than 80)
  • End of the plan year, if you do not re-enroll during open enrollment.

Dependent (Day) Care Flexible Spending Account (FSA)

With a Dependent Care FSA, you can set aside a portion of your regular income from each paycheck to pay for eligible dependent care expenses (inside and outside of your home), including:

  • Day Care
  • Before or after school care
  • Day Camp
  • Elder Care

The provider must be someone you or your spouse could not claim as a dependent and if the provider was your child then he/she must have been 19 or older by the end of the year.

Health Care FSA Administrator

ASIFlex is the administrator of the Dependent (Day) Care FSA program. A complete list of eligible/ineligible expenses, program overview, FAQ, forms and more can be found at http://orpebb.asiflex.com/.

Eligibility

You are eligible to participate in the Health Care FSA if you are in a benefits eligible position, have qualifying dependents and enroll in the PEBB benefit program.

Qualifying Persons

A qualifying person is:

  • Your dependent( link word dependent to http://www.irs.gov/newsroom/article/0,,id=133298,00.html)  under the age of 13 for whom you can claim as an exemption
  • Your dependent who was unable to care for himself or herself who spend at least 8 hours each day in your home and for whom you can claim as an exemption (or could claim an exemption except the person had a gross income exceeding the exemption amount)
  • Your spouse who is physically or mentally unable to care for him/herself who spends at least 8 hours each day in your home.

If you are divorced you must have physical custody of your child for over half the year.  If custody is exactly equal then neither parent can use the childcare expenses.  The parent who has more than 50% custody is eligible for the dependent care regardless of who claims the tax exemption. 

Physical or mental incapacity must be disabling.  Persons who are not able to dress, clean or feed themselves because of physical or mental problems are considered unable to care for themselves.  Persons with mental defects who require constant attention to prevent them from injuring themselves or others are considered unable to care for themselves. 

Enrollment

You can enroll in a Health Care FSA:

  • Within 30 days of your date of hire. Coverage is effective first of the month following the status change and receipt of form.
  • If you experience a qualified Life Event. Coverage is effective first of the month following the status change and receipt of form.
  • During the annual Open Enrollment Period held in the fall. Coverage is effective January 1.

Important: You must enroll in the Dependent (Day) Care FSA each year to participate. The election you make in one plan year does not automatically carry over to the next plan year, so it's important to re-enroll during each Open Enrollment period to continue participation in your Dependent (Day) Care FSA.

How the Dependent (Day) Care FSA Works

The Dependent (Day) Care FSA runs on a Plan Year (January 1 - December 31). Before you enroll, it's helpful to estimate how much you spend each year on out-of-pocket health expenses. Based on that estimate, you can decide how much to set aside out of your paycheck.
When you enroll, you choose how much of your pay you wish to contribute. Your contributions will be deducted by pre-tax payroll deduction taken in equal amounts from each paycheck. You can contribute a minimum of $20/month up to a maximum of $5000 for the plan year ($2500 if you and your spouse file separate tax returns).

If your spouse's employer also has a dependent care assistance plan, the $5000 limit applies to the total amount of tax-free dependent care assistance that you both, as a couple, can receive in any year from all employer- sponsored plans.
If you are married, both you and your spouse must earn income, unless the spouse is disabled or a full time student.  The amount of expenses that qualify for reimbursement is limited to the income earned by the spouse with the lower taxable earned income.  If the spouse is a full time student or disabled, the law assumes that he/she has a monthly income of at least $250 if the individual has one qualified person, or at least $500 if the individual has two or more qualified persons.

It's important to plan carefully, because any unused portion of your Dependent (Day) Care FSA at the end of the plan year will be forfeited - in accordance with the IRS regulations. However, there is a 90 grace period that will allow you to continue to claim expenses through March 15th of the following plan year. All claims must be submitted for reimbursement by March 31st.

Changing Your Contribution Elections

While you are allowed to change your contribution election during each Open Enrollment period, IRS regulations do not permit you to stop or change the amount you contribute to your Dependent (Day) Care FSA during the Plan Year, unless you experience a qualified Life Event. Your requested change must be made within 30 days of the event and be consistent with the type of qualifying life event you incur. Please contact the Benefits Office for additional information and assistance.

Important: If you elect to increase or decrease your contribution amount based on a qualifying Life Event, your new contribution amount will be effective first of the month following the change and receipt of form.

Employees on a Leave of Absence

If you participate in the Dependent (Day) Care FSA and take an unpaid leave of absence from the UO, your contributions to your account will be suspended. You will not be able to submit claims for expenses incurred during your leave.

Eligible Dependent (Day) Care FSA Expenses

A complete list of eligible expenses can be found on the ASIFlex Administrative website at http://orpebb.asiflex.com/.

To be eligible for reimbursement, the dependent care expense must be incurred:
  • While you are participating in the Dependent (Day) Care FSA;
  • During the plan year or grace period, January 1 – March 15 of the following year; and
  • For a qualifying person

Submitting a Claim for Reimbursement

You can submit a request for reimbursement from your Dependent (Day) Care FSA any time throughout the plan year for up to the amount actually in your account. 

To request reimbursement:

  • Complete an ASIFlex State of Oregon Claim Form for expenses incurred. The form is available online at http://orpebb.asiflex.com/Forms/p_number.htm.
  • Attach copies of you receipts that include the following information:
    • Day care provider’s name, address, Social Security of Tax Identification number
    • Dates of service
    • Dependent’s name
    • Amount paid
  • Mail or fax claim form and supporting documents to:
    • ASIFlex, PO Box 6044, Columbia, MO  65205-6044
    • Toll free fax: 1-877-879-9038

It is your responsibility to ensure that the reimbursement request has been received by ASIFlex. Retain copies of claim form and supporting documentation for your records.

Direct Deposit

Receive your reimbursement faster with direct deposit. To activate this feature complete the FSA Direct Deposit form and mail or fax directly to ASIFlex. The form is available online at orpebb.asiflex.com/Forms/direct_deposit_explained.htm.

When Dependent (Day) Care FSA Coverage Ends

  • End of the month your employment ends
  • End of the month you begin a leave without pay or have a reduction in hours (less than 80)
  • End of the plan year, if you do not re-enroll during open enrollment.

Other Forms

Wellness

ExerciseRewards - Gym subsidy program (PDF)

Making Benefit Changes

Has something changed?

While employed, various changes may occur that can impact your benefit eligibity and coverage.

Did you have a baby or adopt a child, get married or divorced, change to part-time or full-time employment or move across the state? Did your 19-year-old go to college, or your 23-year-old move back home? Did your employment terminate, go on leave without pay or reduce your hours? These are just a few of the changes employees encounter that requires action to keep benefits current.

The Public Employees' Benefit Board (PEBB) gives you ways to address these and other life changes that happen after open enrollment. You have 30 days from the date of an eligible event (qualified status change) to make related changes to your benefits. Review the PEBB Plan Change Matrix (link is external) to determine what benefit changes you can make.

For information and assistance, use the following links based on different types of changes:

Benefit Continuation

Employees who are no longer eligible for UO benefits, have the opportunity to continue coverage under the guidelines of the federal COBRA law.

 

Life Events (Birth, Divorce, etc...)

  1. Review the Plan Change Matrix provided by PEBB to determine what benefit changes you can make with the life change.
  2. Download and complete a Midyear Change form.
  3. Send the completed form(s) to the University of Oregon benefits office. If you are increasing your life insurance or your spouse's life insurance, this requires a medical history statement to be mailed or submitted electronically to Standard Insurance. Both formats can be accessed from the Forms page under "Other Forms".

Please click on the following links for additional information:

What happens to your benefits when you terminate employment
What happens to your benefits when you go on leave without pay or have a reduction in hours

If you have any questions about how changes in your life may affect your benefits, contact Kathryn Daniel, Benefits Coordinator at kdaniel@uoregon.edu, 346-2964 or Lynn Petersen, Benefits Specialist at lynnp@uoregon.edu or 346-3086 or Cindi Peterson, Benefits Manager at cindip@uoregon.edu or 541-346-2956.

COBRA Rates

Your Continuation Coverage Rights under COBRA

If you need assistance finding healthcare coverage, please visit  www.HealthCare.gov.  It lists carriers in each state, including Oregon, that offer group and individual coverage.
 

Important Information Regarding Family Medical Leave Act (FMLA) and Short Term Disability

Employees who need time off from work to take care of a new child, or deal with serious health situations involving their family or themselves may qualify for benefits and/or job protection under the Federal Family Medical Leave Act or State of Oregon Family Leave Act.

If you have questions about FMLA or would like additional information, contact Kenny Ly, Medical Leaves Coordinator at kly@uoregon.edu or 346-2950.

If you are currently enrolled in Short Term Disability and need to file a claim please review the following information Frequently Asked Questions About Filing a Short Term Disability Claim. Contact Kathryn Daniel, Benefits Coordinator at kdaniel@uoregon.edu or 541-346-2964 for additional information.

Leaving UO: Benefits Changes

It is important to be informed about what happens to your benefits when you terminate employment.  This information does not apply if you plan to retire. If you have questions, please call (541) 346-3085 or e-mail the Benefits Department.

Insurance

All classified and hourly unclassified employees must work 80 hours in the final month of employment to receive benefits through the end of the following month.

Unclassified salaried employees must work half the working days in the final month of employment or 80 hours to receive benefits through the end of the following month.

If you do not work the required hours or days in the final month of employment, your benefits will terminate the last day of the month.

Medical and/or Dental

COBRA Option:
COBRA is a federal law that allows you and your eligible dependents to continue your coverage for up to 18 months after your employment ends. If you become eligible for other group coverage, you must notify the COBRA administrator.  BenefitHelp Solutions (BHS) administers the COBRA plans for PEBB.

You have 60 days from your coverage end date to elect COBRA continuation. BHS will send a notice of your rights, responsibilities and rates by first class mail to your last known address.  COBRA rates are based on the active employee group rates plus an additional 2% administrative fee.  If you have questions after receiving the notice, BHS may be contacted at 1-800-556-3137.

Portability Option:
If you have been covered by a Kaiser medical plan for at least 180 days, you can convert your current group medical insurance to a portability plan. You can choose this option before, during or after your COBRA continuation coverage ends. Call Kaiser at 1-800-813-2000 for information.  To enroll, you must make application directly to Kaiser within 63 days of the date your group coverage ends.

Life Insurance

Portability Option:
You may continue your employee and spouse/domestic partner optional life insurance coverage if you are terminating for reasons other than total disability. You must continue employee optional life to continue the spouse/partner life policy.

Portability allows you to continue life insurance coverage at the same group rates plus a billing fee.  Premiums are adjusted annually based on your attained age.  To enroll in a portability plan, you must make application directly to The Standard within 60 days of the date your employment ends. 

Roll Over of Optional Life Insurance:
When two individuals are married or in domestic partnership and both are state employees, the employee or the spouse/domestic partner may roll over the optional life insurance coverage to the other’s benefit package upon termination of employment.

Conversion Option:
If your coverage or a dependent’s coverage ends or is reduced, you may be eligible to convert the terminated amounts to certain types of individual life insurance policies without providing evidence of insurability. You must apply and pay premiums within 60 days after group coverage ends or is reduced.

Short-term Disability (STD), Long-term Disability (LTD), and Accidental Death & Dismemberment (AD&D)

There are no continuation rights, nor can these policies be converted to individual plans.

NOTE: If you are terminating due to disability, contact Human Resources at 346-2964 for the STD and LTD claim forms to apply for benefits. If you have life insurance, The Standard will automatically determine if you qualify for a waiver of premium.

Unum Long Term Care Insurance

If you participate in the Unum Long Term Care Insurance plan, you must request to convert your coverage. The request must be made within 60 days of the date your group coverage ends. Premiums are paid directly to Unum. Contact Human Resources at 346-3085 or Unum at 1-800-227-4165 for conversion forms.

Health Care Flexible Spending Account (FSA)

COBRA Option:
If you would like to continue with after-tax contributions under the COBRA option, please contact BenefitHelp Solutions at 1-800-556-3173.

If you work 80 hours in your final month of employment, there will be a contribution taken from your final paycheck. You can be reimbursed for expenses you incur up to your last day of employment.

If you work less than 80 hours in your final month of employment, there will *not* be a contribution taken from your final pay. You can only be reimbursed for expenses incurred through the end of the prior month.

Dependent Care Flexible Spending Account (FSA)

No COBRA option is available.

If you work 80 hours in your final month of employment, there will be a contribution taken from your final paycheck. You can be reimbursed for expenses you incur up to your last day of employment.

If you work less than 80 hours in your final month of employment, there will *not* be a contribution taken from your final pay. You can only be reimbursed for expenses incurred through the end of the prior month.

Retirement Plans 

Public Employees' Retirement System (PERS)

To obtain information about the status of your PERS Tier 1, Tier 2 or OPSRP account, contact the PERS office at 1-888-320-7377.

Important: Notify PERS immediately of any change in address. 

Optional Retirement Plan (ORP)

For account information and available options, contact your ORP company.

Fidelity Investments   1-800-343-0860
TIAA-CREF               1-800-842-7715
Valic                            1-800-448-2542

Oregon Savings Growth Plan 

You will not be eligible to continue contributing to your Oregon Savings Growth Plan (OSGP) once you terminate employment. For account information contact OSGP at 1-800-365-8494.

Tax-deferred Investments

You will not be eligible to continue contributing to your tax-deferred investment account. Contact your company representative information and available options.

Vacation

Classified employee: after six months of state service, you will be paid for unused vacation leave (maximum 250 hours.)  If you return to a permanent position within two years, you will be given credit for your previous service.

Unclassified employee: you will be paid for unused vacation leave (maximum 180 hours).  If you have questions check with your department.

Sick Leave

You will not be paid for accumulated unused sick leave when you terminate. If you are a classified or GCIU employee and you return to a permanent position within two years, your sick leave credits will be restored.  An unclassified employee who returns to eligible employment with the University anytime in the future is entitled to have sick leave credits restored.

Personal Leave (Classified Employees Only)

This leave is to be used prior to your last day of work or it will be forfeited.

SEIU Insurances

Contact the SEIU insurance representative at 503-581-1505 regarding OPEU insurance coverage. 

US Bank Visa Card

Corporate card should be returned to the University of Oregon Accounts Payable Office, Oregon Hall prior to your last day  of employment.

Procurement card should be returned to your department prior to your last day of employment.


Any error or omission in this notice is unintentional.  If there is a discrepancy between this notice and state and federal law or the plan documents, the law or documents will prevail. 

Election for Continuation of Coverage

File attachments: 
Description: 

Unum Life Insurance Company of America
Portland, Maine 04122
Election for Continuation of Coverage - A
Long Term Care
Mail to: Unum LTC Customer Services
2211 Congress Street
Continuation Number: Portland, Maine 04122-1760
To be completed by the Employer
Company Name Plan Number
Company Data:
Street City State/Zip
Company Address:
Last Name First Name Middle Initial
Employee Name:
Date of Birth Social Security Number Male
Employee Data: Female
Name(s) Employee
Person terminating group coverage: Family Member
Termination of Employment Death of Spouse
Reason person is terminating group coverage: Divorce Other_____________
Month Day Year
Date group coverage terminates:
Employee Family Member
Current monthly premium payment: $ /month $ /month
Signature of Employer: Date:
To be completed by the Employee
If you are an insured employee, you may be eligible for continuation of your Long Term Care Insurance after your group coverage
terminates. If you wish to elect continuation of coverage, complete this section and send this form to Unum within 31 days after
your group coverage terminates. You must include your first premium payment, which is based on the payment option you select
below. You will be responsible for the entire cost of your coverage.
Street City State/Zip
Mailing Address:
Quarterly Semi-Annually Annually
Payment Options: (3x monthly rate) (6x monthly rate) (12x monthly rate)
Signature of Employee: Date:
To be completed by the Employee’s Family Member
If you are the insured family member or former family member of the above employee, you may be eligible for continuation of
your Long Term Care Insurance after your group coverage terminates. If you wish to elect continuation of coverage, please
complete this section and send this form to Unum within 31 days after your group coverage terminates. You must include your
first premium payment, which is based on the payment option you select below. You will be responsible for the entire cost of
your coverage.
Last Name First Name Middle Initial
Name:
Street City State/Zip
Mailing Address:
Date of Birth Social Security Number Male
Data: Female
Quarterly Semi-Annually Annually
Payment Options: (3x monthly rate) (6x monthly rate) (12x monthly rate)
Signature of Employee’s Family Member: Date:
White: Unum Copy • Yellow: Employee/Family Member Copy 1248-96 (1/03)
White: Unum Copy • Yellow: Employee/Family Member Copy
Information About Continuation of Coverage
Should The Certificate of Insurance be Kept?
If continuation of coverage is elected, you will not receive a new Continuation Certificate of Insurance. The coverage
you or your family member had under the group plan continues under continuation of coverage.
Can Coverage Be Changed?
You or your family member may apply at any time to increase coverage by filling out a new application, which includes
evidence of insurability. Call Unum at (800) 227-4165 for assistance.
When Are Premiums Due and What Is The Grace Period?
Premium payment options include quarterly, semi-annually, or annually. Mail the first premium payment with this
form. Unum will mail subsequent bills to you or your family member at the address(es) provided. A grace period of
45 days after the premium due date will be allowed for the payment of each premium.
Where Should Premium Payments Be Sent?
You or your family member must pay the premium directly to Unum for coverage to be continued. The address is:
Unum LTC Customer Services
2211 Congress Street
Portland, Maine 04122-1760
How Long Will Unum Continue To Pay For Long Term Care Benefits?
Unum will continue monthly payments for long term care benefits until the earliest of the following dates:
• The date the person is no longer disabled,
• The date the person dies, or
• The date the person’s total benefit payments equal the lifetime maximum amount.
When Will This Continuation of Coverage Terminate?
A person’s continuation of coverage will terminate on the earlier of:
• The end of the period for which the required premiums for the continuation of coverage were last paid to Unum, or
• The date the person dies.
1248-96 (1/03)

File Type (ext): 
pdf

Leave without Pay or Reduction in Hours/FTE

We want to provide you with important information on your benefits if you should go on leave without pay or have a reduction in hours. If you have questions, please call (541) 346-2956 or e-mail the Benefits Department. The following outline defines eligibility requirements for PEBB Benefits and summarizes coverage termination, your rights for continuation of coverage, returning to benefit eligible status and your responsibilities.

IMPORTANT: Contact the Benefits Office immediately to complete forms to reinstate your benefits if you return to work or have an increase in your hours.

1. Insurances

Employees are eligible for the next month's PEBB insurance benefits based on working or "paid regular hours" of at least "half time" in the current month (or in the current pay period if paid mid-month to mid-month). PEBB eligibility rules define "paid regular hours" as paid work time (including vacation, sick, personal leave and compensatory time). "Half time" means no less than 80 hours per month for represented employees or working at least half the working days in the month for academic employees. Your insurances will stop at the end of the month in which you go a leave without pay or have a reduction in hours if you work less then 50% of the month.

You will need to contact the Benefits Office for the exact date your insurance will end.

Continuation of Coverage Options

Most PEBB insurance benefits can be continued without an interruption in coverage. You must follow specific enrollment and self-payment of premium procedures. Timely premium payment is required to ensure continuation of coverage.

Your right for continuation of coverage applies only to the PEBB group insurance benefits in effect at the time of your employment status change. Continuation rights and responsibilities vary depending on the type of insurance you wish to continue.

a. Medical-Dental Insurance

Group medical coverage may be continued under the COBRA and portability options. Dental coverage may be continued only under the COBRA option. You must complete enrollment forms for the COBRA or portability options and premium payments must be made for continuation coverage to be effective.

COBRA Option

Employees who lose eligibility for group medical and/or dental coverage, due to a reduction in hours or an unpaid leave of absence, experience a qualifying event. Under federal law, Consolidated Omnibus Budget Reconciliation Act (COBRA), a covered employee and/or their covered dependents on a plan immediately prior to a qualifying event may continue group medical and/or dental coverage, at their own expense beyond the date active group coverage ends. You will be required to pay the premiums plus an additional 2% administrative fee during the months you are eligible for the continued coverage. BenefitHelp Solutions administers the COBRA plans for PEBB.

BenefitHelp Solutions will be notified about your termination date. BenefitHelp Solutions will send you a COBRA Continuation of Coverage Notice describing your COBRA election rights and responsibilities. COBRA rates are based on the active employee group rates plus an additional 2% administrative fee. If you decide to continue your insurance on the COBRA program, follow the instructions on the PEBB COBRA Continuation Election Form and return it to the address shown on the form within the designated 60 days for electing coverage. If you have questions after receiving the notice, BenefitHelp Solutions may be contacted at 1-800-556-3173.

 

Portability Option

PEBB Statewide Medical Plan and Providence Choice Medical Plan

No portability option available. You may qualify for coverage through the State of Oregon: Oregon Medical Insurance Pool (OMIP). Information on eligibility and rates can be found on the web at http://www.omip.state.or.us/.

 

Kaiser Medical

If you have been covered by a Kaiser medical plan for at least 180 days, another option is to convert your current group medical insurance to a portability plan offered by your insurance company. You can choose this option before, during or after your COBRA continuation coverage ends. To enroll, you must make application directly to your medical insurance carrier within 63 days of the date your group coverage ends. Call Kaiser for information about the portability plans and costs.

 

b. Life, Disability, AD&D and Long Term Care Insurance

You may self-pay for continuation of other PEBB sponsored benefit plans. The Benefits office will send you a notice. Your leave without pay or reduction in hours employment status is classified as either "medical" or "non-medical" for purposes of determining continuation privileges. The following chart indicates which coverage can or cannot be self-paid for a period of up to 12 months.

Continuation of Coverage Options

 
Leave Without Pay
Reduction in Hours
Medical or Disability
Nonmedical or Nondisability
Medical or Disability
Nonmedical or Nondisability

Basic & Optional Life (employee, spouse or dependent)

Yes
Yes Yes Limited*
AD&D Yes Yes No Limited*
Short Term Disability No No No Limited*
Long Term Disability Yes No Yes Limited*
Unum LTC Yes Yes Yes Yes

* If the reduction in hours is due to lack of work at the Agency's request and lasts less than 90 days, you may self pay coverage for up to 3 months.

** Faculty members on an approved temporary leave of absence for the purpose of conducting special research may self-pay during the first 15 months of leave.

 

2. Dependent Care and Health Care Flexible Spending Accounts

You may not continue participation in the dependent care or health care program. An employee must be working in order to participate in the program. You are not eligible to request reimbursement for dependent care or health care expenses when you are not at work.

Return to Benefit Eligible Status

The information provided in this notice summarizes your eligibility for PEBB sponsored benefits plans. It is your responsibility to comply with the continuation of coverage requirements and the procedures to reinstate active group coverage.

Returning to benefit eligible status after LWOP or reduction of hours means that after returning to work you are required to meet "half time" eligibility in the month they return to work to have coverage effective first of the following month.

Return to work in the same plan year

Contact the UO Benefits office to reinstate medical, dental, life and disability coverage in effect before you lost benefit eligibility. Dependent care flexible spending account deposits are reinstated if you did not revoke your participation in the program. Unum Long Term Care (LTC) insurance deductions are only reinstated if premiums are self-paid.

Return to work in a subsequent plan year

Contact the UO Benefits office to reinstate all medical, dental, life and disability coverage in effect before you lost benefit eligibility. If you were previously enrolled in a medical, dental, life and disability plan and it is no longer available, you will be required to submit the appropriate update or open enrollment form to have that type of coverage reinstated. You must re-enroll in the dependent care flexible spending account program to reinstate participation. Unum LTC insurance deductions are only reinstated if premiums are self-paid.

When you return to work in a subsequent plan year, you have the right to participate in a missed open enrollment period. Your agency must receive completed open enrollment forms within 60 days of your return to work from unpaid leave. For employees who regain eligibility for benefits following a reduction in hours, your agency must receive completed open enrollment forms within 60 days of your meeting the eligibility requirements. Open enrollment elections become effective the first of the month following receipt of your completed forms by the agency.

Special Notes -- Return to Benefit Eligible Status

  • Qualified Family Status Change: If you experience a qualified family status change event during the time you are ineligible for active group benefits, you may request to change your benefits if your request is because of and corresponds with the change in status that affects eligibility for coverage. Your agency must receive completed update forms requesting a change within 60 days of the qualified family status change event or your return to work from unpaid leave. For employees who regain eligibility for benefits following a reduction in hours, your agency must receive completed update forms within 60 days of your meeting "half-time" eligibility requirements. Requests for changes become effective the first of the month following receipt of the completed update form by the agency. Qualified family status change
  • Medical Insurance: The PEBB medical plans do not contain pre-existing condition clauses. Any portion of your deductible already met, if applicable, will be applied toward the annual amount within the same plan year.
  • Dental Plans: On the ODS Preferred and Traditional dental plans, there is a 12-month waiting period when individuals are not enrolled at the time they are initially eligible or if there is a break in coverage greater than 12 months. During the waiting period, dental coverage is limited to preventive services and relief of pain. For orthodontic benefits, there is a 24-month waiting period.
  • Disability Insurance: If you return within 90 days of the date of ineligibility and are still within the waiting period under the disability coverage, you will receive credit for the period of ineligibility. You will not be subject to new pre-existing condition limitations or exclusions and credit will be given for time served.
  • Disability Insurance: If you return beyond 90 days of the date of ineligibility, pre-existing condition limitations will apply to all disability options unless you are returning from a medical leave of absence and were eligible for benefits under the short or long term disability plans during the leave.

 Any error or omission in this notice is unintentional. For detailed information, please refer to your individual insurance carrier member handbook or certificate, the PEBB Eligibility Handbook, and the PEBB Benefits Handbook. This information may also be accessed on-line at http://www.oregon.gov/oha/pebb/pages/index.aspx. If there is a discrepancy between this notice and state and federal law or the plan document, the law or document will prevail.

Retirement Plan Options

University of Oregon (UO) employees have several retirement plan options. Two voluntary retirement savings plans and two pension plans offer a broad range of choices to work toward a comfortable retirement.

UO Retirement Plans

Contributions are made by the employer. These plans do not accept additional employee contributions.

You may be eligible to participate in a pension plan six full months after you begin working in an eligible position.  After the initial eligibility is met, you must continue to work 600 or more in a calendar year to maintain eligibility. The university makes monthly contributions on your behalf to your pension plan. Contribution amounts are determined by your hire date and the plan you enroll or are enrolled in.

Note: Employees of the University on an Educational Visa (J-1, F-1, etc) are not eligible to participate in the retirement program per Oregon Revised Statute 238.015(4) and Oregon Administrative Rule 459.010.0025(1).
 

Faculty and Officers of Administration

After meeting the eligibility requirement, you will have a choice between the two plans listed below.

  • PERS/OPSRP (Oregon Public Service Retirement Plan) is a defined benefit pension plus an individual account. Pension benefits are based on your date of hire, years of service and earnings and are generally available when you reach a normal retirement age. Vesting in the pension account occurs after 5 years of contributions or age 65. You also accumulate assets in an individual account that is invested for you by PERS. Vesting in the individual account occurs immediately upon enrollment. 

    Contributions and benefits are based upon only salary subject to Oregon taxes. Employees not living or working in the State of Oregon (not paying Oregon taxes) should contact Kathryn Daniel, Benefits Coordinator at kdaniel@uoregon.edu or 541-346-2964 for additional information.
  • ORP (Optional Retirement Plan)  is a defined contribution alternative to PERS for unclassified employees whose career mobility may take them outside Oregon and to other employers. ORP participants select mutual funds and annuities through TIAA CREF or Fidelity and manage their own accounts. Education and retirement planning services are provided by TIAA CREF and Fidelity. A vested participant’s account is portable to another employer’s plan or may remain invested in the ORP if she/he leaves the Oregon University System. Partial vesting occurs immediately upon enrollment with full vesting after contributions in 5 years or age 50.

 If you are already an active PERS Tier 1 or Tier 2/OPSRP member, contributions will begin upon hire. You are still eligible, after six full months, to make the decision to remain with PERS/OPSRP or switch to the ORP.

Classified Employees

After meeting the eligibility requirement, you will automatically be enrolled in the Oregon Public Service Retirement Plan (OPSRP).

  • OPSRP (Oregon Public Service Retirement Plan) is a defined benefit pension plus an individual account. Pension benefits are based on your date of hire, years of service and earnings. You also accumulate assets in a in an individual account that is invested for you by PERS. Pension benefits are generally available when you reach a normal retirement age.

    Contributions and benefits are based upon only salary subject to Oregon taxes. Employees not living or working in the State of Oregon (not paying Oregon taxes) should contact Kathryn Daniel, Benefits Coordinator at kdaniel@uoregon.edu or 541-346-2964 for additional information.

 If you are already an active PERS Tier 1 or Tier 2/OPSRP member, contributions will begin upon hire.

Voluntary Retirement Plans

Voluntary Retirement Savings Plans – Supplement Your Pension

The voluntary retirement savings plans are available to all new and current, classified and unclassified University of Oregon employees. Contributions are made by the employee. There are no matching employer contributions.

Two voluntary retirement savings plans offer a way to increase your retirement income through regular, planned investing. You determine how much to save each month, and your contributions are made to your account through payroll deduction. Using these plans will not reduce your retirement benefits or eligibility for a pension plan, Social Security, or Medicare. You supplement your retirement benefits through a simple workplace savings plan that you may set up as soon as your first month of work, or anytime.

TDI (Tax-Deferred Investment 403(b)

TDI (Tax-Deferred Investment 403(b) plan is a way for employees to save for their retirement. TDI savings offer tax advantages either as pre-tax investment or as post-tax Roth accounts which allow qualified investment earnings to be withdrawn tax-free after retirement. TDI participants may choose mutual fund and annuity investment programs, and participants manage their accounts with education and retirement planning services by TIAA-CREF and Fidelity Investment.

Participation is easy; select TIAA-CREF or Fidelity Investment, set up your 403b account the company, complete and submit a Salary Reduction Agreement Form to the University of Oregon Benefits Office. Additional information, forms and access to company websites can be found at http://www.opurp.org/tdi.

2017 Universal Eligibility Notice

OSGP (Oregon Savings Growth Plan)

 

OSGP (Oregon Savings Growth Plan) is offered to Oregon public employees by PERS. The Oregon Investment Council manages a selection of investments on behalf of participants in the plan. An OUS employee may select the OSGP, the TDI or both plans.

Information on how to participate can be found online at http://www.oregon.gov/PERS/OSGP/section/enrollment_info.shtml

Retirement Planning Guide and Resources

Reaching retirement is an accomplishment for you to celebrate. Navigating the transition from employed to retired requires planning and preparation.  The UO Benefits Office has assembled the tools and resources you need to smoothly make this life transition, all of which can be found on this website. The Benefits Team is here to support you and provide assistance along the way.

 

Below is a roadmap to guide your journey towards this incredible achievement.
Click on the timeline to explore the planning process.

 

 

Timeline

 

 

Along the way, you will need to get started with your to-do list and pack your retirement suitcase with key components and critical tools to smoothly arrive at retirement.

 

Retirement To-Do List

Retirement Checklist

Let the Retirement Checklist guide you through every step of preparation and planning for retirement.

Step 1. Retirement Checklist
             Retirement Checklist in Spanish

 

 

Retirement Planning Process  
Step 1. Retirement Checklist
Step 2. Retirement Plan & Eligibility
Step 3. Find a Financial Advisor
Step 4. Retirement Budget Worksheet

 

Return to Retirement Planning Guide and Timeline

Retirement Plan & Eligibility

Top priorities in the retirement preparation process are identifying your retirement plan(s) and determining retirement eligibility.

Identify your plan

Your UO retirement plan is based on your employee classification (classified or unclassified):

Classified Employees--identify your PERS plan
 
Hire Date Retirement Plan
Hired on or before 12/31/1995 PERS Tier 1 Pre-Retirement Guidebook
Hired on or after 1/1/1996 but before 8/29/2003 PERS Tier 2 Pre-Retirement Guidebook
Hired on or after 8/29/2003 OPSRP Pre-Retirement Guidebook

 

Unclassified Employees--identify your plan

PERS Retirement Plans

Hire Date Retirement Plan
Hired on or before 12/31/1995 PERS Tier 1 Pre-Retirement Guidebook
Hired on or after 1/1/1996 but before 8/29/2003 PERS Tier 2 Pre-Retirement Guidebook
Hired on or after 8/29/2003 OPSRP Pre-Retirement Guidebook

 

ORP Retirement Plans

Hire Date Retirement Plan
Hired prior to 1/1/1996 Tier 1 ORP Retirement Options
Hired on or after 1/1/1996 but before 8/29/2003 Tier 2 ORP Retirement Options
Hired on or after 8/29/2003 but before 7/1/2014 Tier 3 ORP Retirement Options
Hired on or after 7/1/2014 Tier 4 ORP Retirement Options

 

Determine your retirement eligibility

Eligibility to retire depends on a variety of factors including:

  • Age
  • Years of service
  • Retirement plan enrollment

Use the links below to identify a potential retirement date. Please keep in mind that this date may change based on the information you gather.

 

Retirement Planning Process
Step 1. Retirement Checklist
Step 2. Retirement Planning & Eligibility
Step 3. Find a Financial Advisor
Step 4. Retirement Budget Worksheet


Return to Retirement Planning Guide and Timeline

 

Find a Financial Advisor

Finding and building a relationship with a trusted advisor is an important part of retirement planning. You will have many decisions to make as you actively plan to retire.  A credentialed Financial Advisor can provide advice and insight to assist you as you make these decisions.

The UO Benefits Team directs you to resources and supports you in your preparation, but is unable to provide financial planning advice. You are strongly encouraged to contact a Financial Advisor to be a part of your retirement planning team.

If you do not already have a Financial Advisor on board, use the following resources to assist with finding one.

Retirement Planning Process
Step 1. Retirement Checklist
Step 2. Retirement Planning & Eligibility
Step 3. Find a Financial Advisor
Step 4. Retirement Budget Worksheet

 

Return to Retirement Planning Guide and Timeline

 

Retirement Budget Worksheet

The budgeting process during retirement preparation helps you estimate and manage your income and expenses after employment ends.

Build a retirement budget by reviewing all income and expenses in retirement. The budget worksheet is an effective tool to assist with this important step.

Step 4. Retirement Budget Worksheet
            Worksheet-Excel Spreadsheet or Worksheet-Excel Spreadsheet in Spanish
            Worksheet-PDF or Worksheet-PDF in Spanish

 

Retirement Planning Process
Step 1. Retirement Checklist
Step 2. Retirement Planning & Eligibility
Step 3. Find a Financial Advisor
Step 4. Retirement Budget Worksheet

 

Return to Retirement Planning Guide and Timeline

 

Retirement Suitcase

Income

Retirement income is the money you receive when you are no longer working.  Your retirement income includes payments received from retirement savings plans and social security and may also include income from other types of investments you have established and maintained over the years.  It is important to conduct a comprehensive overview of your assets to determine all sources of income available to you in retirement. 

Income is a key component of budget planning for retirement.  The Retirement Budget Worksheet assists you with identifying and accounting for all sources of income.

The following links assist you with estimating your retirement income:

  • Obtain your preliminary on-line and written PERS estimate or account balance (if applicable). 
    You will need your social security number, hourly and monthly pay information, as well as, your sick and vacation hours.
    PERS website
  • Obtain your PERS IAP Balance (if applicable)
    Call PERS at 1-888-320-7377
    To set-up online access to your IAP account you will need to request a password. PERS will mail the password.
    Once you have your balance use the IAP Estimator to approximate your IAP Balance at retirement.

 

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Insurance

Continuing health care coverage as well as other important insurance options provides you protection and stability during retirement. 

Health Insurance
Research Health Care options and costs during retirement

*PEBB Sponsored

*PERS Health Plan for Tier 1 & 2 retirees (if applicable). 
PERS Publication--Important Information for you about The PERS Retiree Insurance Program

*COBRA –(under 65)

Medicare

Other Options

Other Insurance Considerations

Review PEBB Optional Life Insurance Plan and Research other Life Insurance options and costs.

Review PEBB Long Term Care Plan  and research other long term care products and costs.

 

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Education

Become your most trusted knowledge resource on retirement planning and preparation by attending education sessions offered by the UO Benefits Team and retirement plan administrators.

UO Retirement Seminars

The UO Benefits office offers sessions to educate and assist employees with retirement preparation and navigation of the retirement process.  Education program topics include:

  • Retirement Planning and Process Overview 
    for those within one to five years of retirement

    There are currently no upcoming sessions scheduled on campus. View the Roadmap to Retirement  video for more information.

PERS

PERS offers a variety of education sessions to assist PERS members with the planning and preparation process. Explore PERS Education Session on the PERS website.

ORP Plans

Plan administrators for ORP plans also provide educational materials and information on their websites.

FIDELITY
TIAA-CREF
VALIC
 

Beyond education sessions provided by UO Benefits Office and retirement plan adminsitrators, the Lane County Association of PERS Retirees (LCAP) provides additional resources and assistance. Contact information and membership details are available on LCAP Membership form.

 

Return to the Retirement Planning Guide and Timeline

University Services for Retirees

University Services Available to Retired Employees

The University of Oregon extends a number of its services to you during your retirement. These benefits are offered in appreciation of the years of service you have devoted to the University. The following summary was prepared by Human Resources and updated by the Tenure Reduction, and Emeriti Committee for your use. These are the services currently available; this information may change in order to remain up-to-date. 

We hope you will enjoy the services available. Please call the phone numbers listed for additional information.

Academic Studies

You will be eligible to enroll in classes at the University (space permitting) at staff rates if your last FTE on record is .50 or greater. You may enroll in the maximum number of credit hours. The staff rate applies only if you are taking a class for credit. You may audit a class at no charge, but the instructor's consent is required and registration is on a space-available basis. Retirees are not eligible to transfer their staff rates to a family member. Please contact Human Resources at 346-3159 to obtain staff fee information and forms.

 

Athletic Tickets

You will be eligible for a staff discount rate on season tickets for all sports. Tickets may be obtained by contacting the Athletic Department Ticket Manager at 346-4461.

 

Bookstore

You will continue to be eligible for book discounts if you present your ID card at the time of purchase. Contact the University Bookstore at 346-4331 if you have questions.

 

Craft Center

If you wish to continue working on a craft or learn a new craft after you retire, you may do this through the ERB Memorial Union Craft Center at  http://craftcenter.uoregon.edu.

The center has facilities available in a number of areas including ceramics, glass, graphics, jewelry, photography, fibers and woodworking. You may join the Craft Center at staff rates as long as you have your ID card. The center will send you a mailing of all classes offered each term if you request the list, or on an ongoing basis if you participate in the classes. For information on fees and classes call the Craft Center at 346- 4361.

 

E-Mail

On retiring, access to email is granted automatically to anyone given "retired" status.  If you have any questions, please contact Information Services at account@uoregon.edu or 541-346-1738.

 

Identification Cards

As a retiree, you are entitled to receive an ID card. Take your current card to the Photo ID Program office in the ERB Memorial Union, Room 12, 346-3113.

 

Library

Retirees who have a valid ID card are eligible for the same privileges as regular staff.  Contact the Circulation Desk in the Knight Library at 346-3065 if you have questions.

 

Oregon Quarterly

Oregon Quarterly is distributed free to alumni of the University of Oregon living in the United States. If you are an alumnus and are not receiving the magazine, please let us know by contacting us at quarterly@uoregon.edu.

One year subscriptions (four issues) are available for $30 per year for U.S. residents or $40 per year for those living outside the United States (NOTE: Please make checks out to UO, putting OQ on the memo line). Please visit the Oregon Quarterly web site for addition information.

 

Parking on Campus

If you have any questions regarding the parking permit for retired employees, please contact the Department of Public Safety’s Office of Parking and Transportation, https://parking.uoregon.edu/.

  • Permits for all retired employees (classified, OAs, Faculty, Instructors, Emeriti) will require the completion of a U of O Retired Staff Parking Permit Application.
  • Retired employees will be eligible to receive one parking permit at no cost.
  • Retired employee permits will be assigned a different color from current employee permits.
  • Retired employee permits will require a signature and statement from the department head identifying the role the retiree plays in making a meaningful contribution to the University.  Examples of meaningful contributions may include:
    Volunteer work at UO
    Participating in UO events
    Working with the Senate
    Accessing UO facilities
    Taking classes

Student Recreation Center Membership

Retired faculty and staff have the opportunity to join the Student Recreation Center (SRC) at a reduced membership rate. Memberships are available per term or for the year. Membership is also available for a partner/spouse. Please check with the SRC for current membership rates. 

The Physical Education and Recreation department offers a wide variety of indoor and outdoor recreational facilities available throughout campus. Membership includes the opportunity to purchase Personal Training Services and overnight lockers.  Locker are located in the SRC and Gerlinger Hall. Memberships may be purchased at the SRC Front Desk during all open hours, a valid UO ID card must be present. If you have any questions please call Physical Education and Recreation (PE&Rec) at 346-1043.

 

Retirement Information

You may continue to contact Human Resources at 346-3159 with questions regarding your retirement benefits, health insurance, and related concerns

 

University Theater

Season ticket discounts are available if you order early. A senior citizen discount is available for both individual and season ticket purchases. Call the box office at 346-4191 for more information.

 

Emeriti Faculty

Participation in Faculty Governance
An emeritus faculty member will retain full governance rights - including voting rights- within her/his school or department whenever on the University payroll and serving actively in an instructional or research capacity. In addition, a school or department may, if it wishes, grant such rights to emeritus faculty at other times.
An emeritus faculty member may introduce and address motions in the Faculty Senate and Faculty Assembly, as provided by the Constitution and bylaws adopted by those bodies.

Use of University Facilities and Resources
The University will provide, insofar as reasonably possible, working space and academic services to emeritus faculty so they may continue their academic activities. Deans, department heads and directors will be responsible for assigning such space and services, considering, among other criteria, the likelihood an emeritus faculty member will make sustained, productive use of them.

An emeritus faculty member also may apply for University financial support for research, travel to professional meetings, and the like. Again, Deans, department heads and directors will rule on such applications, considering always the typically high priority of regular, active-duty faculty members.

Parking
In order to encourage the continuing academic and intellectual contributions of emeritus faculty, the University will make every reasonable efort to continue granting to such faculty free campus parking whenever they are not on the University payroll.

Telephone Directory
Telecommunications Services maintains a permanent mailing list of emeritus faculty members who are eligible to receive an individually addressed copy of the University of Oregon Telephone Directory at their home. Call 346-1017 if you want to be added to this list.

 

Last Updated July 27, 2015

 

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Forms Library

Retirement Budget Worksheet
Worksheet-Excel Spreadsheet
Worksheet-PDF

Retirement Checklist

PERS applications
Tier 1 & 2
OPSRP

ORP Plans--contact plan representatives to obtain forms
FIDELITY
TIAA-CREF
VALIC

Health Insurance
PERS Health Insurance
PEBB Health Insurance


Other
Lane County Association of PERS Retirees Membership Form

Resignation Letter--sample is intended to be modified with individual employment and retirement information

Retirement Recognition Notification

 

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Emotional Aspects of Retirement

Planning for the financial aspects of retirement often takes priority, but it is equally important to consider the emotional impact this significant change may have on you. Preparing for the non-financial aspects of retirement will ease the transition and assist you with adjusting from actively employed to retired.

The Employee Assistance Program (EAP) can provide you with the emotional support and self care you need prior to, during and after this lifestyle change.

There are many excellent books and articles written by reputable authors that provide quality information to guide and support you through your transition into retirement. Examples of the types of books that may be helpful include:

The Encore Career Handbook: How to Make a Living and a Difference in the Second Half of Life by Marci Alboher

The Joy of Not Working: A Book for the Retired, Unemployed and Overworked by Ernie J. Zelinski

The New Retirementality: Planning Your Life and Living Your Dreams...at Any Age You Want by Mitch Anthony

What Color Is Your Parachute? for Retirement: Planning Now for the Life You Want by Richard N. Bolles

Life After Work: Redefining Retirement - A Step-By-Step Guide to Balancing Your Life and Achieving Bliss in the Wisdom Years by Douglas S. Fletcher

 

 

Other articles you may find helpful:

"How to Retire Happy" by Stan Hinden, AARP Bulletin

"Easing into Retirement" by Eileen Ambrose, AARP Bulletin

"How to Plan for a Fulfilling Retirement: Resources for Volunteering at Home and Abroad" by Jeremey Koch, What'sNext

"Retiring Minds Want to Know" by Jamie Chamberlin, American Psychological Association

 

These resources are intended to provide examples of the type of content that would be helpful to someone planning for retirement. UO Benefits Office is not endorsing these books.  Visit your local libraries or bookstores for additional options.  Your financial advisor may also have suggestions of resources that other retirees have found useful.

 

 

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Post Retirement Employment at UO

Many retirees rejoin the UO in a new employment opportunity. Working after retirement requires careful planning to adhere to retirement plan requirements. Take the following steps should you return to employment post retirement:

Contact the UO Benefits Office when considering a return to employment at UO. Important details and provisions need to be considered in order to ensure the coordination of benefit eligibility and enrollment.

Review post retirement employment provisions for your retirement plan:

 

 

Return to the Retirement Planning Guide and Timeline

Legal Documents

Beyond income, expenses and insurance, preparing for retirement is a opportunity to ensure your legal affairs are in order. Consider creating or updating important records.

Items to review and update:

  • Beneficiary designations
    Financial institutions (banks, credit unions)
    Employer
    Investment companies
    Retirement plans
    Life insurance policies
  • Emergency contacts with appropriate agencies and institutions
  • Mailing address on record with agencies and institutions

Get Organized

  • Centralize your records in one place.  Include copies of important documents.
  • Create a contact list of financial information (life insurance, wills, trusts etc.) for your family and yourself in post-retirement.

 

 

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Retirement Celebration

Retirement is a reason to celebrate.  The University of Oregon sponsors a Retirement Celebration Event in June of each academic year.  You are invited to attend and be recognized and honored during this event.

To ensure you receive an invitation and are included in the annual recognition and celebration event, complete the Retirement Notification Form.

For more information about the Retirement Reception, contact Kathy Cooks at 346-2939 or kcooks@uoregon.edu.

Return to the Retirement Planning Guide and Timeline

 

Retirement Resources

PERS Resources

PERS Homepage (Go to Member Information)

PERS PRERETIREMENT GUIDES:

 

Read your preretirement guide before attending your PERS Educational Session.

Eligibility to Retire:

 

PERS Benefit Component Comparison (pg 3)

 

Tier 1 & 2 Forms and Information

Tier 1 & 2 Overview Information

Tier 3 OPSRP Forms and Information

Tier 3 OPSRP Overview Information

PERS Educational Resources

Attend a PERS Education Session

PERS LOGIN

Create your PERS Account or Login

PERS Online Benefit Estimator

You will need your social security number, hourly and monthly pay information, as well as, your sick and vacation hours before you login to the PERS Benefit Estimator.

PERS Written Benefit Estimate Tier 1 & 2

 

OPSRP Written Benefit Estimate

 

 

 

A written estimate can be requested 2 years prior to your retirement.

IAP Estimator

Call PERS at 1-888-320-7377 to set-up your online access to your IAP account and request your balance.  You must have your IAP balance before you login to the IAP Estimator

Retirement Application Assistance Session

 

Six months prior to your retirement date schedule an appointment to meet with a PERS Advisor. This appointment date must be within 90 days of your retirement.

PERS Newsletters Periodic publications on retirement topics

 

ORP Resources

Important links to assist you with accessing and managing your ORP account as you prepare to retire.

ORP Decision Making Guide

Retirement and ORP (Please see pg 12 of this pdf)

 

ORP Administrators:

FIDELITY

TIAA-CREF

VALIC

Social Security

Connect directly with Social Security Administration for all needs and questions related to your social security benefits.

Social Security Website

Retirement Calculators

Use an online retirement calculators to evaluate your readiness to retire.

Here are a few calculators to choose from: 

You can search the internet for additional options.  

Healthcare & Insurance Options

PEBB Benefits for Retirees
Medical, Vision, Dental and Life Insurance Information for Retirees under age 65

PERS Health--PERS Retirees ONLY

HealthCare.gov provides other healthcare options

COBRA

Medicare

Long Term Care

Other Retirement Considerations

Employee Assistance Program (EAP)

EAP offers financial coaching and retirement planning.

PERS Legislation:

Oregon Legislature

PERS Board   

Lane County Association of PERS Retirees (this is a PDF we need to scan)

 

Stay current on new proposals that may effect your retirement.

Contact UO Benefits Office at 541/346-2956

Ensure you have completed all necessary forms for the university.

Working After Retirement

PERS Members

ORP Members

Be aware of rules regarding returning to work after retirement.

 

Contact List

Important Contact Information

Benefits Office, University of Oregon

https://hr.uoregon.edu/benefits
541-346-3085

Employee Assistance Program (EAP)

www.http://www.cascadecenters.com/Work-Family-Life-Balance
800-433-2320

Fidelity

https://nb.fidelity.com/public/nb/opurp/home
800-343-0860

Medicare

www.medicare.gov
800-MEDICARE
800-633-4227

PEBB Retiree Health Insurance-BenefitHelp Solutions

http://www.oregon.gov/DAS/PEBB/Pages/15RetireeResources.aspx
503-412-4241
800-768-7377

Public Employees Health Insurance

https://www.pershealth.com/
503-224-7377
800-768-7377

Public Employees Retirement System (PERS)

http://www.oregon.gov/pers
888-320-7377

SHIBA –State Wide Health Insurance Benefits Advisors

http://www.oregon.gov/dcbs/insurance/SHIBA/Pages/shiba.aspx
800-722-4134

Social Security

www.ssa.gov
800-772-1213

TIAA-CREF

http://www1.tiaa-cref.org/tcm/opurp
800-842-2252

Unum Provident Long-Term Care

http://unuminfo.com/pebb/index.aspx
800-227-4165

Valic

https://www.valic.com/home_3240_422903.html
800-448-2542

Printable List

A printable Contact List with phone numbers may be a useful resource when computer access is not available.

Retirement Planning Timeline

Notifications

Below you will find notices, memos and other information.

Open Enrollment

Open Enrollment October 1 - 31, 2014

PEBB Open Enrollment Portal Page

Open Enrollment Meeting Schedule

File attachments: 
Description: 

Open Enrollment Meeting Schedule
Day
Date
Time
Location
Wednesday
9/24/14
11:30am – 1:00pm
Fenton Hall, Room 110
Thursday
10/2/14
10:30 – 11:30am
EMU Walnut Room –
Conducted by PEBB staff
Monday
10/6/14
2:00 – 3:30pm
EMU Gumwood Room
Wednesday
10/15/14
TBA
Portland- White Stag Bldg
Thursday
10/16/14
9:00 – 10:30am
EMU Walnut Room
Tuesday
10/21/14
12:00 – 1:30pm
EMU Gumwood Room
Monday
10/27/14
10:00 – 11:30am
EMU Walnut Room
UO Annual Fall Benefits Fair
Wednesday
10/8/14
10:00am – 2:00pm
Ford Alumni Ballroom
Open Enrollment Computer Help Sessions
Tuesday
10/07/14
4:00 – 6:00pm
HR Training Room
Thursday
10/23/14
7:00 – 9:00am
HR Training Room
Wednesday
10/29/14
11:00am – 1:00pm
HR Training Room

Open Enrollment Ended October 31, 2014

If you did NOT take action during Open Enrollment you will continue coverage in your current health, dental and vision plans. Your optional benefits will continue as they are. However, you will have a higher deductible on your health plan and additional surcharges. To correct the surcharges, complete and submit the Open Enrollment Correction Form to the UO Benefits Office.

If you did take action during open enrollment and would like to make corrections, complete and submit the Open Enrollment Correction Form to the UO Benefits Office.

Affordable Care Act (ACA) Employer Notification

File attachments: 
Description: 

New Health Insurance Marketplace Coverage
Options and Your Health Coverage
PART A: General Information
When key parts of the health care law take effect in 2014, there will be a new way to buy health insurance: the Health
Insurance Marketplace. To assist you as you evaluate options for you and your family, this notice provides some basic
information about the new Marketplace and employmentbased
health coverage offered by your employer.
What is the Health Insurance Marketplace?
The Marketplace is designed to help you find health insurance that meets your needs and fits your budget. The
Marketplace offers "one-stop shopping" to find and compare private health insurance options. You may also be eligible
for a new kind of tax credit that lowers your monthly premium right away. Open enrollment for health insurance
coverage through the Marketplace begins in October 2013 for coverage starting as early as January 1, 2014.
Can I Save Money on my Health Insurance Premiums in the Marketplace?
You may qualify to save money and lower your monthly premium, but only if your employer does not offer coverage, or
offers coverage that doesn't meet certain standards. The savings on your premium that you're eligible for depends on
your household income.
Does Employer Health Coverage Affect Eligibility for Premium Savings through the Marketplace?
Yes. If you have an offer of health coverage from your employer that meets certain standards, you will not be eligible
for a tax credit through the Marketplace and may wish to enroll in your employer's health plan. However, you may be
eligible for a tax credit that lowers your monthly premium or a reduction in certain cost-sharing if your employer does
not offer coverage to you at all or does not offer coverage that meets certain standards. If the cost of a plan from your
employer that would cover you (and not any other members of your family) is more than 9.5% of your household
income for the year, or if the coverage your employer provides does not meet the "minimum value" standard set by the
Affordable Care Act, you may be eligible for a tax credit.1
Note: If you purchase a health plan through the Marketplace instead of accepting health coverage offered by your
employer, then you may lose the employer contribution (if any) to the employer-offered coverage. Also, this employer
contribution -as well as your employee contribution to employer-offered coverage- is often excluded from income for
Federal and State income tax purposes. Your payments for coverage through the Marketplace are made on an aftertax
basis.
How Can I Get More Information?
For more information about your coverage offered by your employer, please check your summary plan description or
contact University of Oregon Benefits Office at 541-346-3085
The Marketplace can help you evaluate your coverage options, including your eligibility for coverage through the
Marketplace and its cost. Please visit HealthCare.gov for more information, including an online application for health
insurance coverage and contact information for a Health Insurance Marketplace in your area.
In Oregon, the Health Insurance Marketplace is called CoverOregon. See CoverOregon.com for more information.
1 An employer-sponsored health plan meets the "minimum value standard" if the plan's share of the total allowed benefit costs covered
by the plan is no less than 60 percent of such costs.
Form Approved
OMB No. 1210-0149
(expires 11-30-2013)
PART B: Information About Health Coverage Offered by Your Employer
This section contains information about any health coverage offered by your employer. If you decide to complete an application for coverage in the Marketplace, you will be asked to provide this information. This information is numbered to correspond to the Marketplace application.
3. Employer name
4. Employer Identification Number (EIN)
Oregon University System (OUS) 93-6001786
5. Employer address P.O. Box 488 6. Employer phone 541-737-3636
7. City Corvallis 8. State Oregon 9. ZIP code 97331
10. Who can we contact about employee health coverage at this job?
University of Oregon, Human Resources/Benefits Office, Cindi Peterson, Benefits Coordinator
11. Phone number (if different from above) 12. Email address
541-346-3085 cindip@uoregon.edu
Here is some basic information about health coverage offered by this employer and the University of Oregon:
- As your employer, we offer a health plan to:
 All employees.
 Some employees. Eligible employees are:
(OUS) Classified and Unclassified academic and administrative employees in appointments of at least .50 FTE for 90 days or longer.
(UO) Graduate Teaching Fellows (GTF) in appointments of .20 FTE or greater. Coverage available through the Graduate Teaching Fellows Federation (GTFF) office, 541-344-0832.
May include group insurance through collective bargaining agreements and coverage for student workers, if any, who have health insurance (not health center access) through their university, or other campus-provided arrangements that qualify as a health plan.
- With respect to dependents:  We do offer coverage through the following plans. Eligible dependents are:
(OUS): Spouse; Domestic Partner; and employee’s, spouse’s, or domestic partner’s qualifying Dependent Children (son, daughter, stepson, stepdaughter, adopted child or child placed for adoption, foster child or other legally place child), eligible grandchild, adult child up to age 27, disables dependent child.
(UO) GTF dependent coverage available through GTFF office
 We do not offer coverage.
 If checked, this coverage meets the minimum value standard, and the cost of this coverage to you is intended to be affordable, based on employee wages.
** Even if your employer intends your coverage to be affordable, you may still be eligible for a premium discount through the Marketplace. The Marketplace will use your household income, along with other factors, to determine whether you may be eligible for a premium discount. If, for example, your wages vary from week to week (perhaps you are an hourly employee or you work on a commission basis), if you are newly employed mid-year, or if you have other income losses, you may still qualify for a premium discount.
If you decide to shop for coverage in the Marketplace, HealthCare.gov will guide you through the process.
• An employer-sponsored health plan meets the "minimum value standard" if the plan's share of the total allowed benefit costs covered by the plan is no less than 60 percent of such costs (Section 36B(c)(2)(C)(ii) of the Internal Revenue Code of 1986)

File Type (ext): 
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IRS Guidance and PEBB Information on the repeal of the Defense of Marriage Act (DOMA)

*Note: This page will be updated as new information is received.

The following information is intended to update you on the implications of the recent United States Supreme Court ruling regarding same-sex marriage equality. We have been working closely with the Public Employees Benefit Board (PEBB) to assess the implications of the decisions and impact to our benefit programs. On August 30, 2013, the IRS issued Revenue Ruling 2013-17 and Frequently Asked Questions (FAQs) that address some of the tax issues relating to the Supreme Court’s decision to repeal part of the Defense of Marriage Act (DOMA).  This is a brief summary of the major points of the Revenue Ruling and we have included links to additional information relating specifically to employee benefit plans.

  1. The ruling provides that, for federal tax purposes, the terms “spouse,” “husband,” and “wife,” includes an individual married to a person of the same sex if he or she is lawfully married under state law and the term ”marriage” includes a legal marriage between individuals of the same sex.  These terms do not include individuals who have entered into a registered domestic partnership, civil union, or other formal relationship under state law that is not a marriage. 
  2. For federal tax purposes, an individual’s marital status is recognized if the marriage was validly entered into in a state that authorizes same-sex marriage. It doesn’t matter where the employer is located or where the individual resides (e.g., if a couple is married in Maine and moves to Arkansas, they will continue to be treated as married for federal tax purposes).
  3. The effective date of the ruling is Monday, September 16, 2013.  However, the Ruling provides that taxpayers may rely on the ruling retroactively for purposes of filing original returns, amended returns, adjusted returns, or claims for credit or refund for any overpayment of tax, provided the limitation period for amending a return has not expired.  In general, the limitation period is three years from the date the original return was filed or two years from the date the tax was paid, whichever is later.  All items affected by the marital status of the taxpayer must be adjusted.  A taxpayer may not be treated as married for some purposes but not others on the amended return.  Please consult a tax professional for information.
  4. The ruling states that retroactive reliance may be applied with respect to overpayments of income and employment taxes on employer-provided health benefits and fringe benefits that are excludable from income under Code Section 106, based on an individual’s marital status.  The employee can treat employer-provided benefits with respect to a same-sex spouse as excludable from income.  In addition, if the employee made pre-tax contributions under a cafeteria plan for his or her coverage and made after-tax contributions for his or her same-sex spouse, then the employee may treat the after-tax contributions as pre-tax contributions.
     

NEXT STEPS:

  • Effective immediately, same-sex married couples who currently have University of Oregon sponsored health, dental and/or vision coverage in place for spouses (and children) can submit a PEBB Same-Sex Partner Status Change form, http://www.oregon.gov/DAS/PEBB/2014benefits/samesexpartnerstatusfinal.pdf to change the status of their domestic partner to spouse. Please do not complete this form is you are not legally married. The change in status is effective first of the month following submission of the form to the UO Benefits Office.
  • By submitting this form the value of the employer-paid health, dental and vision insurance coverage will no longer be treated as imputed income and will be excluded from Box 1 of Form W-2 for 2013.  No federal taxes will be withheld on the value of employer-paid health, dental, and vision insurance coverage for the remainder of the year.
  • Any new same-sex couple marriage will be treated as a special enrollment event under a Qualified Status Change. Please complete and submit the Midyear Change Form, http://www.oregon.gov/DAS/PEBB/2015Benefits/MidyearChange.pdf to enroll your new spouse. The form must be submitted within 30 days of date of marriage. Coverage is effective first of the month submission of the form to the UO Benefits Office.
  • Same-sex spouses who are legally married are eligible for COBRA under federal law.
     

Additional PEBB information and forms can be found online at http://www.oregon.gov/DAS/PEBB/Pages/14DPTaxes.aspx.

Additional IRS FAQs and details can be found online at
http://www.irs.gov/uac/Answers-to-Frequently-Asked-Questions-for-Same-Sex-Married-Couples.

If you have any questions on this information, please contact the UO Benefits Office at 541-346-3085.

Professional Development Opportunity Fund Policy

(Formerly Employee Benefit Fund)

The Professional Development Opportunity Fund (PDOF) provides financial assistance for staff development opportunities beyond what departments can afford.  An employee may apply for reimbursement from this fund of up to $200 per fiscal year for training and development activities as described in the guidelines below.  Employees must be at least half-time to access the fund.  Professional development supported by this fund must be work related and benefit both the employee and the University. 

Guidelines

The fund shall be used for:

  1. Seminars, workshops, continuing education units (CEU's) offered by professional organizations, or other work-related professional development courses.  Such training must benefit both the employee and the University.
    1. Maximum subsidy:  ½ the registration costs, not to exceed $100. 
    2. Employees may apply once per term.
  1. Work-related professional development credit courses at the UO or Lane Community College, or community education courses
    1. Maximum subsidy:
  • UO:  ½ of employee tuition waiver amount (See Staff Tuition Benefit)
  • Lane Community College:  ½ of university credit hour rate up to four credit hours
  • Non-admitted, community education courses:  ½ the registration fee up to $50 per person per term
  1. Travel per diem (transportation, meals, and lodging) reimbursement for each approved professional development course.
    1. ½ of the total amount, not to exceed $100 for each approved training session.
    2. All training must be approved in accordance with university travel procedures before any trip is taken for which reimbursement is sought.

Funding will NOT be available for:

  1. Conferences, conventions, or schedule meetings arranged by a professional organization for its own membership, whether or not the applicant is a member.
  2. Training mandated by outside agencies or contracts.
  3. Books for classes.

See Request Form or call (541) 346-3195 for further information or to request a form in campus mail.

Professional Development Fund Request Form

Description: 

PROFESSIONAL DEVELOPMENT OPPORTUNITY FUND REQUEST FORM
Please complete form and return to: Human Resources, 677 E. 12th Ave., Suite 400
Date: Employee Name:
Phone: Email:
Department:
ATTACH BOTH OF THE FOLLOWING:
• Copy of receipt(s)
• Copy of flier, workshop announcement or class registration form.
REIMBURSEMENT TO: (please check one)
Index code to be reimbursed:□ Department -
Employee - UO ID □ (only needed if reimbursing employee)
This request is work-related (it will benefit both employee and the University) and is for:
□ Training or development for a seminar, workshop or continuing education offered by a professional organization. (Please attach the appropriate documentation – see above).
Organization:
Workshop: Date(s) for workshop:
Total Cost: Amount requested from PDO Fund:
□ Training or development for a UO class, community education class, or Lane Community College class. (Check below and list class name - please attach the appropriate documentation – see above).
UO LCC Class:
Date(s) of Class: credit hours: or no-credit
Total Cost: Amount requested from PDO Fund:
□ Travel reimbursement (transportation, meals, lodging) for workshop/class listed above.
Total cost of travel: Amount requested from PDO Fund:
Employee Signature Supervisor Signature
HR Approval Date

File Type (ext): 
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Travel Benefits

Travel Benefits

The university's insurance benefits include provisions for assistance while you are traveling. Descriptions of coverages during both domestic and international travel are provided below.

Domestic Travel

Medical Insurance

If you are enrolled in the PEBB Statewide Medical Plan, your benefits include coverage for both emergency and non-emergency health care in all 50 states. This includes enrolled retirees who have relocated and dependents living away from home, such as college students. For emergency care, please go to the nearest emergency room. To find providers for non-emergency care, go to www.providence.org/healthplans/pebb and enter the ZIP code of the location you will be traveling to. If you need assistance finding a doctor email Providence at pebb.help@providence.org .

If you are enrolled in the Providence Choice Plan, non-emergency services will be covered at the out-of-network rate. Urgent and emergency services will be covered at the in-network rate. Please contact Providence at 1-800-423-9470 for additional information.

If you are enrolled in Kaiser Permanente, contact them for information on medical or dental care outside of the service area, 800 813-2000.

Dental Insurance

If you are enrolled in an ODS dental plan, you can find a participating dentist outside of Oregon with the Delta Dental website (If you are covered by ODS Preferred, click on DeltaPreferred, if you are covered by ODS Traditional, click on DeltaPremier) or by calling ODS, 800-452-1058.

If you are enrolled in the Willamette Dental Plan, you may seek treatment from any dentist for a dental emergency that occurs while traveling outside of a 50-mile radius of any participating provider office. A written request for reimbursement must be submitted to Willamette Dental within 6 months of the date of service. The written request should include your signature, the attending Dentist’s signature, and the attending Dentist’s itemized statement. Additional information, including X-rays and other data, may be requested by Willamette Dental to process the request. You will be reimbursed up to the out-of-area reimbursement amount less any copayments. If you are within a 50 mile radius of a Willamette Dental clinic, call 1-855-4DENTAL.

UnitedHealthCare Global Travel Assistance Services

All members covered by the employer's basic life insurance are eligible for travel assistance services from UnitedHealthcareGlobal. If you or a dependent becomes ill while traveling 100 or more miles from home, the program offers a range of assistance at no cost. Click on Progam Description for addional information.

International Travel

Medical Insurance

Will you or one of your covered family members by traveling outside of the United States sometime soon?

If you are enrolled in the PEBB Statewide Medical Plan you'll be glad to know you and your covered dependents will still be covered at the in-plan level for medically-neccessary services. Additional information is available online at https://healthplans.providence.org/members/member-groups/pebb/statewide-...

If you are enrolled in the Providence Choice plan you and your covered dependents will be covered for urgent and emergency services only.

As part of your preparations for international travel, PEBB Statewide and Providence Choice members please call Providence Customer Service number at 800-423-9470 and let them know that you will be out of the country. This will streamline our efforts to assist you with any claims you may need to make during that time. Also, prior to travel you may want to download our international claim form (PDF).

If you are enrolled in Kaiser Permanente, contact them for information on medical or dental care outside of the service area, 800 813-2000

Dental Insurance

If you are enrolled in an ODS dental plan and you need dental services outside the U.S, you'll need to pay any claims yourself, request a detailed receipt, including procedure codes, and seek reimbursement from ODS when you return. You may request claim forms by calling ODS, 800-452-1058.

If you are enrolled in Willamette Dental plan, you may seek treatment for a dental emergency from any dentist outside of the U.S.. You'll need to pay the claim, submit a written request for reimbursement along with proof of payment within 6 months of the date of service.

UnitedHealthCare Global Travel Assistance Services

All members covered by the employer's basic life insurance are eligible for travel assistance services from UnitedHealthcareGlobal. If you or a dependent becomes ill while traveling 100 or more miles from home, the program offers a range of assistance at no cost. Click on Progam Description for addional information.

University Business

If you are traveling internationally on University business, please visit the University of Oregon Office of Risk Management website before you leave.

Resources

Staff Tuition Benefit

The University of Oregon encourages continued learning for employees.  Staff tuition provisions are included in the employee benefit program to encourage and assist eligible employees with educational pursuits.  

Important components of this benefit include:

These items and more can be found in the Benefits menu.

 

Eligibility

Eligibility Requirements

Faculty and Staff

Faculty and Staff (not including temporary employees, graduate assistants, and other student employees) employed half-time or more on the first day of classes may register (or transfer their staff fee privileges to one family member each term) for a maximum of 12 hours of credit per term at the staff rate. The benefit cannot be subdivided among family members during the term. Part-time employees with less than .5 FTE are not eligible for staff rates.

Courtesy appointments

Courtesy staff (including PostDocs receiving stipends) will be considered for staff fee rates in extremely limited circumstances. The granting of staff fee rates for courtesy staff must be approved, in advance of appointment, by the appropriate Vice President or Vice Provost for Academic Affairs. To be considered for staff fee rates, courtesy staff must be full time and provide a benefit to the institution in the form of teaching, research or counseling under the direction of the university.  If granted staff fee rates, courtesy appointments are not eligible to transfer their benefit to a family member.

Other Institutions

The staff rate for tuition applies to all Oregon public universities. Qualified employees may use the staff rate for tuition at the institution of their choice. Staff and faculty members who use the staff rates for tuition for courses away from their home institution are subject to the policies and procedures of the instructing institution.

Retirees

Retired employees and staff members on approved leave are also eligible for staff rates for tuition if the last FTE on record qualifies them for staff rates. Retirees (including those working 600 or 1039 hour appointments) are not eligible to transfer their benefit to family members.

Audits

Neither mandatory fees nor tuition are assessed to employees (including those who are retired and on approved leave) or family members auditing courses. If applicable, course materials and lab fees are assessed. Attendance must be with the instructor's consent and on a space-available basis. Audit may be used in addition to staff fee privileges during a term by one qualifying student, but may not be subdivided during a term or semester. Classes taken at no charge must be identified in Section D of the Request for Approval Form.

Summer breaks

If classified academic year employees and 9-month academic employees are on break when summer classes begin, their FTE immediately prior to the scheduled summer break is used to determine eligibility. Employees working only during the summer are not eligible for staff rates. Employees not returning in the fall will not be eligible for staff rates during the summer session.

Employee Enrollment

How to Enroll

UO Faculty/OA's Enrolled in a Graduate Program

Employees holding faculty or officer of administration rank are required to obtain approval from the Graduate School of the campus where admitted to a Masters or Doctoral Program. Petititons for concurrent faculty/graduate student enrollment are reviewed by the Graduate School for issues of conflict of interest to ensure compliance with OAR 580-20-0050. In addition the Graduate School must sign a staff fee privileges form each term before the form is sent to Human Resources.

UO Employee Enrolled at an OUS Institution (not at UO)

Excluded Programs - 2015-16 Academic Year

File Type (ext): 
pdf

Residency Status

Q. For a non-resident, how are staff fees calculated?

A. Staff fee rates for up to 12 credit hours per term are based on resident, undergraduate rates for eligible non-resident family members. A non-resident, qualified family member or same-sex domestic partner enrolled for more than twelve (12) credits in one term pays for additional credit at the per credit tuition rate applicable to non-resident graduate and undergraduate students. A non-resident, opposite-sex domestic partner pays non-resident rates for credits in excess of the maximum per term or semester.

Q. If I or my designee have previously been classified as a nonresident, how do I go about changing residency status after my staff rate benefit has been approved?

A. Contact the institutional residency officer to determine what documentation the institution needs to change the residency classification on your student record. At the University of Oregon, you may contact the residency officer by calling the University of Oregon Office of Admissions (541) 346-3201.

Staff Rates Tax information

Employees or Family Members Enrolled in Advanced Degree Programs or Graduate Level Courses

For employees and their family members, IRC Section 117 permits undergraduate level tuition as a non-taxable benefit. If the family member is a dependent child of the employee's domestic partner, the employee will pay federal and state taxes on the imputed value of the tuition benefit for both undergraduate and graduate tuition. However, if the dependent child of the employee's domestic partner is the adopted or natural child of the employee, the tuition benefit is non-taxable.

Tuition assistance for family members enrolled in graduate level or advanced degreee programs is included as taxable income to the employee. That is, the difference between the reduced tuition for total enrolled credit hours and the regular graudate tuition for total enrolled credit hours will be taxed. For staff members - but not for family members - IRC Section 127 allows up to $5250 in tuition reduction in a calendar year for graduate level or advanced degree programs as a non-taxable benefit. An employee whose graduate tuition reduction benefit exceeds $5250 in a calendar year is responsible to notify Human Resources. Taxable tuition benefits may be spread over a maximum of three months, and are processed by the employee's campus for tax withholding.

Taxes - Domestic Partners

Staff fee privileges for a domestic partner may result in additional imputed income (the difference between the reduced tuition for total enrolled credit hours and the regular tuition for total enrolled credit hours) to the employee. The university system will withhold federal and state taxes on the imputed value of staff fee privileges for undergraduate and gradute classes taken by an employee's domestic partner. Employees whose same-sex domestic partners take undergraduate classes are not subject to Oregon income tax on the imputed value. The OUS will provide the annual amount of the imputed income on the employee's W-2 form. The employee may need to seek tax advice regarding how to claim the associated Oregon income reduction. Please note that non-resident domestic partners' imputed tax value of staff fee rates is based on non-resident tuition rates under the provisions of OAR 580-010-0086.

Taxes - Nondiscriminatory Benefit

Under IRC 117, the staff fees plan is tested annually to determine that staff fee privileges for undergraduate courses may be offered as a non-taxable benefit to all employees. Tax status for staff fee privileges is updated at the beginning of winter term each year and provided to campus Human Resources offices. Employees should check on taxability changes when they request staff fee privileges.

Tax questions - IRS website

Contact Payroll Office, ph (541) 346-1107.

Transfer the Benefit

Transfer Policy

  • Eligbile employees may transfer the staff tuition benefit to one family member each term. Family members admitted to a degree program may register for up to 12 hours of credit each term at reduced rates Oregon University System institution. Non-degree students registering through the UO Community Education Program are limited to 8 credit hours each term.
  • Some programs are excluded from this benefit. Review the Excluded Programs (PDF) for OUS institutions. If your family member is receiving financial aid, you may contact the financial aid office to inquire about the effect of staff fee privileges on the student's financial aid.
  • Family members must pay all mandatory student fees. Contact the other OUS institutions for this information if your family member is not attending the UO.

Transfer Process

  • The employee is required to complete the Staff Fee Privileges Approval Form each term. This form is due in Human Resources two weeks before the first day of classes. If you transfer this benefit to your domestic partner, you must also complete an Affidavit of Domestic Partnership (PDF) form to be kept on file in Human Resources. After approval, Human Resources will forward the form to the institution where your family member is taking classes.
  • Your family member must register for classes separately. Billing information will be available to the student on DuckWeb.

Frequently Asked Questions

File attachments: 
File Type (ext): 
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Forms

Please complete the appropriate forms to apply staff tuition benefit.

The deadlines to submit the staff tuition forms to Human Resources for family transfer are two weeks prior to the beginning of each term. The deadline for employee tuition forms are two days prior to the beginning to each term.

Submit forms via campus mail, fax to (541) 346-2548, or drop off at Human Resources, 677 E 12th Ave, Suite 400 – Peace Health North Building. Emailed forms can be sent to hrinfo@uoregon.edu

Confirmations of receipt will not be sent.

Required Forms:

Employee Staff Tuition Form

Family Transfer

 

 

Employee Staff Tuition Form

File attachments: 
File Type (ext): 
pdf

Family Transfer Request for Approval Forms

Please select the form that currently represents your position classification: CLASSIFIED Family Transfer Form UNCLASSIFIED Family Transfer Form:

CLASSIFIED Family Transfer Form

File attachments: 
Description: 

Page 1 of 2
University of Oregon CLASSIFIED EMPLOYEES
STAFF FEE PRIVILEGES APPROVAL FORM - FAMILY MEMBER TRANSFER
**A New Form Must Be Completed by the Employee Each Term**
· Submit this form to the Human Resources office two weeks prior to the first day of classes.
· If the form is submitted after the specified deadline, it may be approved at the discretion of both the employing and enrolling campuses; employees with approved late submissions will be responsible for accrued interest and billing charges.
· Retirees may not transfer the Staff Fee Privileges to family members.
· Benefit may not be transferred unless employee begins work in a qualifying position on or before the first day of the term.
· Use of Staff Fee Privileges is not permitted if employment has been terminated before the start of classes -- even if previously approved by Human Resources.
A. Employee Information Section
Print Name (Last, First, Middle):
Employee ID #: Email Address: Work Phone:
Employing Department:
B. I am transferring my Staff Fees Privileges to an eligible family member as indicated below:
My spouse and I certify we are legally married as of the first day of classes for the term noted.
My domestic partner and I certify we are partners through the following process (Check one):
Affidavit of Domestic Partnership Certificate of Domestic Partnership
My dependent child/relative and I certify they qualify as my dependent for tax purposes as of the first day of classes for the term.
My domestic partner’s dependent child (not my natural or adopted child) and I certify the child qualifies as my domestic partner’s dependent for tax purposes as of the first day of classes for the term. The child is eligible by the following process (Check one):
Affidavit of Domestic Partnership Certificate of Domestic Partnership
C. Student Information Section: Year and Term: /
Print Name (Last, First, Middle): Date of Birth:
Oregon Public University Providing Classes: ID # at Host Campus:
Required Information:
(1) Will the student apply these credits toward an advanced degree?
yes
no
(2) Is the student enrolled in a graduate program? (If yes, complete Section D.)
yes
no
Spouse and Dependent: Undergraduate courses are not subject to state and federal withholding. Graduate courses are subject to state and federal withholding.
Domestic Partner and Domestic Dependent: Both undergraduate and graduate courses are subject to state & federal withholding.
D. Family Member registers for Graduate course(s): Undergraduate classes do not need to be itemized to receive reduced tuition benefit. Note: Maximum of 12 credit hours per term. Additional Graduate or Undergraduate credit hours are assessed at the regular per-credit-hour rate.
DEPARTMENT
Subject Code
(If known)
COURSE Prefix & Number
DAY/TIME
TITLE
HOURS OF Credit Audit
UNIVERSITY

Page 2 of 2
E. Required Certification:
I certify that I will be: Employed at least .5 FTE in a qualifying position for the applying year/term
On leave from my .5 FTE or more, qualifying position
I qualify for staff tuition rates and I am hereby transferring my staff fee privileges to the person named above for the year and term specified. I understand that a new form must be completed for each term I choose to transfer my staff fee privileges. I understand my family member must report receiving this tuition benefit when applying for student financial aid. I certify that the family member receiving my transferred staff fee privilege is eligible under the program. I understand that misapplication of this benefit to a person who is not eligible, after tuition is assessed, may result in disciplinary or legal action. I also understand I am responsible for any applicable taxes or withholdings, if any, as required under the Internal Revenue Code and by the state of Oregon. I understand that the university may require proof of eligibility for my family member. I authorize each university where classes are attended by my family member to release all assessed staff tuition information to university Human Resources, payroll representatives and to the Oregon Public Universities. I understand the Oregon Public Universities may exclude certain classes and programs. A list of excluded programs is available at http://www.ous.edu/departments/human-resources/employee-benefits/staff-f....
Employee Signature Date
F. Additional Information:
The Staff Fee Privileges Benefit for family members is 30% of resident undergraduate tuition assessed at the teaching institution, rounded to the nearest dollar. At campuses where an undergraduate differential tuition structure is in effect, the staff fee rate will be assessed at the “regular” (not differential) resident undergraduate tuition rate for both undergraduate and graduate students. Family members are required to pay all mandatory fees (including building, health, incidental fees) and any applicable course fees, payment deadline fees, registration fees, etc. A one-time Matriculation Fee applies to family members admitted into a program. Fees assigned to participating self-support programs are paid by the family member unless waived by the university.
"Family member" includes a spouse or domestic partner as well as qualifying children of the Oregon Public University employee or domestic partner who have not attained the age 24 by the end of the calendar year. An employee must be legally married to a spouse and children or qualifying relatives must also qualify as dependents for tax purposes. A domestic partner must meet the requirements outlined in the Affidavit of Domestic Partnership form or have a Certificate of Domestic Partnership to be eligible for transfer of Staff Fee Privileges. Children of domestic partners must qualify as dependents for tax purposes. As long as a child of the employee, spouse or domestic partner is no older than age 23 by the end of the calendar year, is a student, not disabled and meets IRS relationship, residency, and support requirements; the dependent is considered a "qualifying child" for tax purposes. A dependent child or relative of the employee, spouse or domestic partner, who is a student, not disabled, and who attains the age of 24 during the calendar year is considered a "qualifying relative." A “qualifying relative” is considered a dependent of the employee or domestic partner if the same IRS relationship, residency, and support elements for tax purposes are the same as for a “qualifying child.” Please consult an Oregon tax professional if you have any questions regarding whether or not your dependent meets the IRS qualifications.
Staff Fee Privileges cannot be subdivided among family members during the term. Part-time employees with less than .5 FTE and their family members are not eligible for staff fee privileges. Staff fee privileges apply to all Oregon Public University institutions (Eastern Oregon University, Oregon Institute of Technology, Oregon State University, Portland State University, Southern Oregon University, the University of Oregon and Western Oregon University). Campus presidents may elect to exclude certain programs or classes from this policy. Staff members who use the staff fee privileges for courses away from their employing (home) institution are subject to the tuition rates, policies and procedures of the instructing (host) institution. The institutions reserve the right to deny staff fee privileges for failure to meet the submission deadlines shown on this form.
Tuition is not assessed to family members auditing for-credit courses, but attendance must be with the instructor's consent and on a space-available basis. Audit may be used in addition to staff fee privileges during a term by one qualifying student, but may not be subdivided between family members during a term or semester. Qualified family members may be permitted to take noncredit classes at approximately one-third of the fee assessed to other registrants. All applicable course or material fees associated with auditing for- credit classes will be assessed by the institution and are the responsibility of the family member using the transferred benefit.
IRC Section 117 permits undergraduate level tuition reduction as a non-taxable benefit to employees and dependents. Domestic partners and their dependents are subject to federal and state taxes on the imputed value of the tuition benefit for both undergraduate and graduate tuition. Employees whose same-sex domestic partners take undergraduate classes are subject to Oregon income tax on the imputed value. The UO will provide the annual amount of the imputed income on the employee’s W-2 form. The employee may need to seek tax advice regarding how to claim the associated Oregon income reduction. Please note that non-resident domestic partners’ imputed tax value of staff fee rates is based on non-resident tuition rates under the provisions of OAR 580-010-0086.
For more information about Staff Fee Privileges contact the Human Resources office on your campus (OSU employees - contact your Business Center).
HR USE ONLY
Staff Fee Privileges: · Approved · Denied Notes:
HR Name/Signature /
University
Date
Note: Signature indicates only that the family member is eligible to use the Staff Fee Privileges Benefit. It is the responsibility of the family member to verify if programs or courses are excluded from the benefit.

File Type (ext): 
pdf

UNCLASSIFIED Family Transfer Form

Description: 

Page 1 of 2
University of Oregon FACULTY/OFFICERS OF ADMINISTRATION
STAFF FEE PRIVILEGES APPROVAL FORM - FAMILY MEMBER TRANSFER
**A New Form Must Be Completed by the Employee Each Term**
· Submit this form to the Human Resources office two weeks prior to the first day of classes.
· If the form is submitted after the specified deadline, it may be approved at the discretion of both the employing and enrolling campuses; employees with approved late submissions will be responsible for accrued interest and billing charges.
· Retirees may not transfer Staff Fee Privileges to family members.
· Staff Fee Privileges may not be transferred unless employee begins work in a qualifying position on or before the first day of the term.
· Use of Staff Fee Privileges is not permitted if employment has been terminated before the start of classes – even if previously approved by campus Human Resources.
A. Employee Information Section:
Print Name (Last, First, Middle): Employee ID #: Email Address: Work Phone: Employing Department:
B. I am transferring my Staff Fee Privileges to an eligible family member as indicated below:
My spouse and I certify we are legally married as of the first day of classes for the term noted.
My domestic partner and I certify we are partners through the following process (Check one):
Affidavit of Domestic Partnership Certificate of Domestic Partnership
My dependent child/relative and I certify they qualify as my dependent for tax purposes as of the first day of classes for the term.
My domestic partner’s dependent child (not my natural or adopted child) and I certify the child qualifies as my domestic partner’s dependent for tax purposes as of the first day of classes for the term. The child is eligible by the following process (check one):
Affidavit of Domestic Partnership Certificate of Domestic Partnership
C. Student Information Section: Year and Term: /
Spouse/Domestic Partner Child 1
Print Name (Last, First, Middle): _________________________
Date of Birth: ____ ID # at Host Campus ____________
Oregon Public University Providing Classes: __
Required Information:
(1) Will the student apply these credits toward an advanced degree? · yes · no
(2) Is the student enrolled in a graduate school program? (If yes, complete section D.) · yes · no
Child 2, University of Oregon Enrolled Student
Print Name (Last, First, Middle): __________________________
Date of Birth: ____ UO ID #
Required Information:
(1) Will the student apply these credits toward an advanced degree? · yes · no
(2) Is the student enrolled in a graduate school program? (If yes, staff fee privileges cannot be extended to this child.) · yes · no
Spouse and Dependent: Undergraduate courses are not subject to state and federal withholding. Graduate courses are subject to state and federal withholding.
Domestic Partner and Domestic Dependent: Both undergraduate and graduate courses are subject to state & federal withholding.
D. Family Member registers for Graduate course(s): Undergraduate classes do not need to be itemized to receive staff fee privileges. Note: Maximum of 12 credit hours per term. Additional Graduate or Undergraduate credit hours are assessed at the regular per-credit-hour rate.
DEPARTMENT
Subject Code
(If known)
COURSE Prefix & Number
DAY/TIME
TITLE
HOURS OF Credit Audit
UNIVERSITY

Page 2 of 2
E. Required Certification:
I certify that I will be: Employed at least .5 FTE in a qualifying position for the applying year/term
On leave from my .5 FTE or more, qualifying position
I qualify for staff tuition rates and I am hereby transferring my staff fee privileges to the person named above for the year and term specified. I understand that a new form must be completed for each term I choose to transfer my staff fee privileges. I understand my family member must report receiving this tuition benefit when applying for student financial aid. I certify that the family member receiving my transferred staff fee privilege is eligible under the program. I understand that misapplication of this benefit to a person who is not eligible, after tuition is assessed, may result in disciplinary or legal action. I also understand I am responsible for any applicable taxes or withholdings, if any, as required under the Internal Revenue Code and by the state of Oregon. I understand that the university may require proof of eligibility for my family member. I authorize each university where classes are attended by my family member to release all assessed staff tuition information to university Human Resources, payroll representatives and to the Oregon Public Universities. I understand the Oregon Public Universities may exclude certain classes and programs. A list of excluded programs is available at: http://www.ous.edu/departments/human-resources/employee-benefits/staff-f...
Employee Signature Date
F. Additional Information:
The Staff Fee Privileges Benefit for family members is 30% of resident undergraduate tuition assessed at the teaching institution, rounded to the nearest dollar. At campuses where an undergraduate differential tuition structure is in effect, the staff fee rate will be assessed at the “regular” (not differential) resident undergraduate tuition rate for both undergraduate and graduate students. Family members are required to pay all mandatory fees (including building, health, incidental fees) and any applicable course fees, payment deadline fees, registration fees, etc. A one-time Matriculation Fee applies to family members admitted into a program. Fees assigned to participating self-support programs are paid by the family member unless waived by the university.
"Family member" includes a spouse or domestic partner as well as qualifying children of the Oregon Public University employee or domestic partner who have not attained the age 24 by the end of the calendar year. An employee must be legally married to a spouse and children or qualifying relatives must also qualify as dependents for tax purposes. A domestic partner must meet the requirements outlined in the Affidavit of Domestic Partnership form or have a Certificate of Domestic Partnership to be eligible for transfer of Staff Fee Privileges. Children of domestic partners must qualify as dependents for tax purposes. As long as a child of the employee, spouse or domestic partner is no older than age 23 by the end of the calendar year, is a student, not disabled and meets IRS relationship, residency, and support requirements; the dependent is considered a "qualifying child" for tax purposes. A dependent child or relative of the employee, spouse or domestic partner, who is a student, not disabled, and who attains the age of 24 during the calendar year is considered a "qualifying relative." A “qualifying relative” is considered a dependent of the employee or domestic partner if the same IRS relationship, residency, and support elements for tax purposes are the same as for a “qualifying child.” Please consult an Oregon tax professional if you have any questions regarding whether or not your dependent meets the IRS qualifications.
Staff Fee Privileges cannot be subdivided among family members during the term. Part-time employees with less than .5 FTE and their family members are not eligible for staff fee privileges. Staff fee privileges apply to all Oregon Public University institutions (Eastern Oregon University, Oregon Institute of Technology, Oregon State University, Portland State University, Southern Oregon University, the University of Oregon and Western Oregon University). Campus presidents may elect to exclude certain programs or classes from this policy. Staff members who use the staff fee privileges for courses away from their employing (home) institution are subject to the tuition rates, policies and procedures of the instructing (host) institution. The institutions reserve the right to deny staff fee privileges for failure to meet the submission deadlines shown on this form.
Tuition is not assessed to family members auditing for-credit courses, but attendance must be with the instructor's consent and on a space-available basis. Audit may be used in addition to staff fee privileges during a term by one qualifying student, but may not be subdivided between family members during a term or semester. Qualified family members may be permitted to take noncredit classes at approximately one-third of the fee assessed to other registrants. All applicable course or material fees associated with auditing for- credit classes will be assessed by the institution and are the responsibility of the family member using the transferred benefit.
IRC Section 117 permits undergraduate level tuition reduction as a non-taxable benefit to employees and dependents. Domestic partners and their dependents are subject to federal and state taxes on the imputed value of the tuition benefit for both undergraduate and graduate tuition. Employees whose same-sex domestic partners take undergraduate classes are subject to Oregon income tax on the imputed value. The UO will provide the annual amount of the imputed income on the employee’s W-2 form. The employee may need to seek tax advice regarding how to claim the associated Oregon income reduction. Please note that non-resident domestic partners’ imputed tax value of staff fee rates is based on non-resident tuition rates under the provisions of OAR 580-010-0086.
For more information about Staff Fee Privileges contact Human Resources.
HR USE ONLY
Staff Fee Privileges: · Approved · Denied Notes:
HR Name/Signature /
University
Date
Note: Signature indicates only that the family member is eligible to use the Staff Fee Privileges Benefit. It is the responsibility of the family member to verify if programs or courses are excluded from the benefit.

File Type (ext): 
pdf

Affidavit of Domestic Partnership - Transfer of Staff Fee Privileges

Family and Medical Leaves