Understanding the Thrift Savings Plan

Thrift Savings Plan Checklist

SAMPLE Qualifying Retirement Benefits Court Order Order (First 2 Pages Only)

General Questions to be Answered:

1. Name, address and phone number of the person requesting the order.
2. Name of the county in which the divorce is taking place.
3. Name of the court that has jurisdiction over the divorce.
4. Name of judicial district/circuit/division, if applicable.
5. Case reference number.
6. Name, address, date of birth and Social Security number of the employee (participant/member of the plan).
7. Name, address, date of birth and Social Security number of the employee’s spouse (alternate payee/former spouse).
8. Reason for order (marital property rights or alimony).
9. Date of marriage.
10. Date the marriage ended.
11. Date of divorce, if divorced.
12. Date the employee began participating in the plan, if prior to the date of marriage.
13. Is the employee still employed, terminated or retired?
14. The exact name of the pension plan.

Additional Questions to be Answered:

(Explanations are included with these questions)
1. What is the form of award to the alternate payee (percent, dollar amount, percent plus dollar amount, percent less dollar amount, percent after a dollar amount is deducted)?
2. Should the alternate payee receive gains/losses on his/her share of the benefits from the date of division to the date of segregation?

Additional Provisions that will be included in the QDRO:

1. Submission of Order
2. Continued Jurisdiction