By Agreement Employee Instructors
By Agreement, instructors are on payroll but are limited to 432 podium hours per year which is the equivalent of three full 4-unit courses in each of the four academic quarters. For more information about your earning statements please continue reading below:
- Instructor compensation is processed by Extension’s Human Resources Department and instructor payments are issued by the UCPath Center. The following deductions will be made from your paycheck:
- Federal and state income taxes - You can manage your allowances and withholdings via UCPath
- Medicare (1.45%)
- Defined Contribution Plan (DCP) /Safe Harbor (7.5%)—This is deducted in lieu of Social Security, for additional information on this plan, please review the University’s Defined Contribution Plan (DCP)/ Safe Harbor Plan Summary (PDF).
- Instructors are eligible to participate in the University’s Tax-Deferred 403(b) Plan. For additional information on this plan, please review the Tax-Deferred 403 (b) Plan Summary Plan Description (PDF).
- Instructors will receive a W-2 form at the end of the calendar year which can be downloaded electronically via UCPath, the University's payroll website, that provides access for employee instructors to view/print their earning statements, W-2 forms, and adjust W-4 tax allowances and withholdings. It also provides employee instructors with access to other applicable benefit-related information.
What is UCPath?
UCPath is part of the University of California’s Working Smarter Initiative, UCPath is a systemwide program to align HR and payroll processes and technology across all campuses, medical centers and research units. You can complete the following actions on your UCPath Portal:
- View Your Paycheck
- Add/Change Direct Deposit
- Update Emergency Contacts
- View/Update Personal Information
- Access Health & Welfare Information
- View/Update Withholdings Information (W-4)
- Access your W-2 Form
Who should I contact with questions about my UCPath portal?
The UCPath Center is your first point of contact for payroll and benefits questions. Contact the UCPath Center by visiting the UCPath Portal and clicking on the ‘Ask UCPath Center’ button to submit your question/s to a representative.
As a UCLA Extension Instructor, you participate in the Defined Contribution Plan (the "DC Plan") as Safe Harbor participant. You are automatically enrolled in the DC Plan as long as you are employed by the University of California. Safe Harbor participants automatically contribute, on a pretax basis, 7.5% of their wages beginning the first day of an eligible appointment. You may also make voluntary after-tax contributions to the DC Plan.
- Defined Contribution Plan (DCP) / Safe Harbor - This is deducted in lieu of Social Security, for additional information on this plan, please review the University's DCP/Safe Harbor Summary Plan (PDF)
- Instructors are eligible to participate in the University's Tax-Deferred 403 (b) Plan. For additional information on this plan, please review the Tax-Deferred 403 (b) Plan Summary (PDF).
The University of California offers eligible employees a tax-deferred retirement plan under Section 401(a) of the Internal Revenue Code. The DCP provides supplemental retirement benefits based on each employee’s contributions, plus any earnings. Enrollment in the plan is mandatory and is a condition of employment for by-agreement instructors and course authors, and those teaching under annual renewable contracts. Contributions are automatically invested in the UC-managed Savings Fund; however, participants may direct future contributions to one of the UC-managed investment funds or to Fidelity Investment Mutual Funds. For most instructors, participation in the DCP may prevent contributions to a traditional IRA from being tax-deductible. We encourage you to check with your tax advisor. [/su_expand]
To Request a Distribution from DCP, please contact Fidelity Retirement Services by visiting its website at www.mysavingsatwork.com or by telephone at (866) 682-7787. Se habla español at (877) 297-3017.
As an affiliate of UCLA, you are eligible for a BruinCard. Please see BruinCard Distribution for information about card production services and to schedule an appointment.
University Credit Union
You are eligible to apply for Membership at the University Credit Union. For more information, visit www.ucu.org or call 800-828-4510, if you need further assistance.
UCLA Computer Store
As an affiliate of UCLA, you are eligible for the Education pricing offered through the UCLA Store. All the prices are listed on the UCLA Store website.
Instructors receive online access to the UCLA library for the duration of their appointment or contract with the university. Once it is concluded, the access will no longer be available.
Eligible for quarterly, short-term, or daily parking permits. For more information, visit:
https://www.transportation.ucla.edu/campus-parking/faculty-and-staff and https://www.transportation.ucla.edu/bruin-epermit-system.
Eligible for subsidized public transit passes, for more information, visit https://www.transportation.ucla.edu/getting-to-ucla
UCLA Extension Instructor Complimentary Course Enrollment
Extension Instructors become eligible the quarter before their course is offered. For each planned and contracted Extension course, Instructors may enroll on a complimentary basis in one course of comparable format (either course/lecture series, or one-day/single weekend) the quarter before, the quarter of, or two quarters following instruction. For more information, please review the Complimentary Enrollment for Employees, Volunteers, and Extension Instructors; and the Lifelong Learning Pass HR Policy 300.
For more information please contact Comp Enrollments at email@example.com.
Application Instructions for Complimentary Enrollment
APPLICATION INSTRUCTIONS for INSTRUCTOR COMPLIMENTARY ENROLLMENT
- Fill out the DocuSign Form located here - https://powerforms.docusign.net/e87649d8-dda4-4a2d-8365-12caefd7baed?env=na1&acct=54691b4d-9fee-437e-970e-6d4f69d9cdb0&accountId=54691b4d-9fee-437e-970e-6d4f69d9cdb0
Note: Once the form is signed by the instructor, it will be routed for signature to the designated department representative.
- Once the form is signed by the designated department representative, an instructor will get an email notification stating the form is complete. The instructor (or their family member if the comp is passed to them) now needs to fill out the UNEX instructor complimentary enrollment application and upload the completed Docusign form located here - https://portal.uclaextension.edu/portal/applications/applicationProfile.do?showinternal=true&method=loadApplicationIndex&applicationProfileId=793875807 The application will be routed to Enrollment Services for processing.
- If the course is a limited enrollment class (<= 25 students) or if the fee exceeds $1,000, Enrollment Services department will reach out to the sponsoring department for approval. Enrollment Services department will review and complete the enrollment. An enrollment verification will be emailed to the employee.
Set-Up Your UCPath Payroll Portal (PDF)
2023 Instructor Payroll Calendar (PDF)
View Your Earnings Statement (PDF)
Tax Information Setup (PDF)
Direct Deposit Setup (PDF)
Sign -Up for Electronic W-2 (PDF)
Your UCPath W-2
Safe Harbor Booklet (Defined Contribution Plan) PDF
Defined Contribution Plan/Safe Harbor Plan Summary (PDF)
Tax-Deferred 403(b) Plan (PDF)
Contact UCPath staff through the portal’s Ask UCPath Center feature at ucpath.universityofcalifornia.edu or 1-855-982-7284 (M-F 8am-5pm)
UCLA Extension Directory