Common CalPERS QDRO Questions & Answers

My Divorce Judgment addressed my CalPERS account, Do I need a QDRO?

Divorce Judgments typically will award a percentage or portion of a members CalPERS account, but usually do not include the required CalPERS language to divide the account. Most QDROs are processed and completed during the final phases, or after a divorce judgment has been entered.

CalPERS has 3 model QDROs to Divide an Account, Which one should I Use?

Currently CalPERS offers 3 Model QDROs to divide a member’s account. The requirements to use either one, as well as time frames and financial benefits will vary depending on which one you […]

Proof of Service of Summons – Joinder CalPERS

As stated in our article “CalPERS Joinder Overview”, after a joinder is filed with the court and served on CalPERS, a proof of service is completed and filed with the court. Below is some general information about the proof of service on joinder for CalPERS.

What information is on the Proof of Service of Joinder: All proof of services of a Joinder filed in California usually include, but are not limited to, the following:  The name of the documents that were served on CalPERS, The method of service (personal, mail, substituted…..), The date and time of the service, details about the […]

Notice & Appearance of Employee Benefit Plan

Have your received a notice and appearance of employee benefit plan from CalPERS? If you have received this notice in the mail you are not alone. The notice was sent because you are probably going through or finishing a family law case where a CalPERS account is subject to be divided.

What is it? The notice and appearance of employee benefit plan, California Judicial Counsel form FL- 374 is usually sent out by the CalPERS community property unit after they have been served a Joinder, or been made aware that they are a party to a family law case.

What information is […]

Serving a Joinder on CalPERS

After a joinder has been prepared and filed with the court it can be served on CalPERS. The process service is what officially notifies CalPERS that they are now a part of a court case as well as places a hold on the member’s CalPERS account. Learn about CalPERS claims (account holds) or the CalPERS Joinder process here. There are different methods for serving a joinder on CalPERS and below is a description of two easy methods.

Personal Service: This is a common method for service of a joinder on CalPERS. The filed joinder documents are personally delivered to the CalPERS […]

Does CalPERS Require a Joinder?

A joinder is a powerful set of documents that serves as notification to a retirement/pension plan of a family law court case, joins the plan to the case, and freezes a member’s account.  If you are wondering if CalPERS requires a Joinder, review the following general guidelines.

As a party to your family law case, CalPERS has guidelines and orders to follow as directed by the court.

California Court’s requirement for Joinder – According to California’s RETIREMENT PLAN JOINDER—INFORMATION SHEET (FL-318-INFO) a joinder is required for Governmental plan of a state, county, public school or university, or other public agency. Within the […]