Likes Likes:  0
Results 1 to 9 of 9

Thread: 50/50

  1. #1

    Join Date
    Jun 2004
    Location
    canonsburg, Pennsylvania, USA
    Posts
    207

    Question 50/50

    my wife an i are seperating we decided not to touch either ones retirement plan. does anyone know the forms that she would have to sign to give up her rights to my retirement. i work for the post office started in 1984 under fers. do i need three seperate forms my 401k,pension from post office,social security


  2.  
  3. #2

    Default Re: 50/50

    Hi pogo. I think an attorney would take care of that, or maybe you can find something on www.legalzoom.com.
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.

  4.  
  5. Default Re: 50/50

    Best of luck pogo. Hope everything works for the better in the end.

  6.  
  7. #4

    Join Date
    Aug 2010
    Location
    Bush, Louisiana
    Posts
    110

    Default Re: 50/50

    Pogo, sorry to hear about your divorce. By 401K I assume you mean TSP. Have a look at this pub on the TSP website: https://www.tsp.gov/PDF/formspubs/tspbk11.pdf

    Are you retired or nearing retirement? If nearing retirement, you may need copies of your divorce papers to submit with your retirement paper work. I just retired from the PO, and there were questions about former spouses (mine were before I started with the PO), so I wasn't too concerned with them to remember what they said.

    But as was mentioned by tsp talk, definitely calls for an attorney, especially one familiar with federal service.

    At least the two of you are agreeable on not messing with each others retirements which will make things easier.

    All the best to you.

  8.  
  9. #5

    Join Date
    Jun 2004
    Location
    Boiled Peanut, Georgia, USA
    Posts
    76,591

    Default Re: 50/50

    I hope everything works out for you Pogo, that kind of a thing is always hard.



  10.  
  11. #6

    Join Date
    Jun 2004
    Location
    canonsburg, Pennsylvania, USA
    Posts
    207

    Default Re: 50/50

    Quote Originally Posted by brooksmd View Post
    Pogo, sorry to hear about your divorce. By 401K I assume you mean TSP. Have a look at this pub on the TSP website: https://www.tsp.gov/PDF/formspubs/tspbk11.pdf

    Are you retired or nearing retirement? If nearing retirement, you may need copies of your divorce papers to submit with your retirement paper work. I just retired from the PO, and there were questions about former spouses (mine were before I started with the PO), so I wasn't too concerned with them to remember what they said.

    But as was mentioned by tsp talk, definitely calls for an attorney, especially one familiar with federal service.

    At least the two of you are agreeable on not messing with each others retirements which will make things easier.

    All the best to you.
    I have three years to go to retirement she wants to buy her own house ,she can pay for it her self. but i need the form number (from opm can't find it i seen it one other time on their website hoping someone else use it)which will state she gives up all rights to my retirement.

  12.  
  13. #7

    Join Date
    Apr 2005
    Posts
    14,693
    Blog Entries
    13

    Default Re: 50/50

    Sorry to hear that.

    Some helpful information regarding divorce, and federal employment. This is put together by the DoD, but the form information is the same for all federal employees:

    http://www.cpms.osd.mil/ASSETS/6E9FC...A62/255_rg.pdf

    You'll also want to consider whether or not to change your federal employment death beneficiary.


    And here is a good OPM guide to what can and can't be part of a divorce settlement:

    http://www.opm.gov/forms/pdfimage/RI84-1.pdf

    According to that, there are a number of forms which may be applicable:

    The insurance designation form is Standard Form (SF) 2823. For Civil Service Retirement System retirement The insurance designation form is Standard Form (SF) 2823. For Civil Service Retirement System retirement monies, the form is SF 2808. For Federal Employees Retirement System, this form is SF 3102.

    For FERS:
    You also may be talking about an SF-3110 form, titled " Former Spouse's Consent to FERS Election"


    All these forms are available here:
    http://www.opm.gov/forms/html/sf.asp




    I wish you both well. And I'm sorry to hear of your pending action.

  14.  
  15. #8

    Join Date
    Jun 2004
    Location
    canonsburg, Pennsylvania, USA
    Posts
    207

    Default Re: 50/50

    Quote Originally Posted by James48843 View Post
    Sorry to hear that.

    Some helpful information regarding divorce, and federal employment. This is put together by the DoD, but the form information is the same for all federal employees:

    http://www.cpms.osd.mil/ASSETS/6E9FC...A62/255_rg.pdf

    You'll also want to consider whether or not to change your federal employment death beneficiary.


    And here is a good OPM guide to what can and can't be part of a divorce settlement:

    [URL]http://www.opm.gov/forms/pdfi

    According to that, there are a number of forms which may be applicable:

    The insurance designation form is Standard Form (SF) 2823. For Civil Service Retirement System retirement The insurance designation form is Standard Form (SF) 2823. For Civil Service Retirement System retirement monies, the form is SF 2808. For Federal Employees Retirement System, this form is SF 3102.

    For FERS:
    You also may be talking about an SF-3110 form, titled " Former Spouse's Consent to FERS Election"


    All these forms are available here:
    http://www.opm.gov/forms/html/sf.asp




    I wish you both well. And I'm sorry to hear of your pending action.
    just got off the phone with postal human resources they told me the only way for her not to receive any of my retirement money is to seperate or divocrce but we don't want to do that.i can sign the form with her company and she can still work say two years and when she retire i am not entitled to her retirement but if i still work say five years i have to trust her to sign the papers when i retire. Just don't make sense, why can't she sign while we are still married. oh well

  16.  
  17. #9

    Default Re: 50/50

    Go to this: https://www.tsp.gov/forms/formsPubs.shtml

    I am assuming you are talking about TSP, eh?


  18.  

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
S&P500 (C Fund) (delayed)
50/50
(Stockcharts.com Real-time)
DWCPF (S Fund) (delayed)
50/50
(Stockcharts.com Real-time)
EFA (I Fund) (delayed)
50/50
(Stockcharts.com Real-time)
BND (F Fund) (delayed)
50/50
(Stockcharts.com Real-time)

Yahoo Finance Realtime TSP Fund Tracking Index Quotes