Domestics Relation Order
Domestic Relations Order 9-2012.pdf |
INSTRUCTIONS: ARIZONA DOMESTIC RELATIONS ORDER
To assign an alternate payee a portion of the benefits payable to an Arizona public safety personnel, corrections officer or elected official's retirement plan, a domestic relations order should be completed. This document can be obtained from the website maintained by those retirement plans.
Arizona Domestic Relations Order Step 1: Enter your name and address at the top of the form.
Arizona Domestic Relations Order Step 2: Enter the name of both spouses where indicated and your county.
Arizona Domestic Relations Order Step 3: In section 1, indicate your type of retirement plan with a check mark.
Arizona Domestic Relations Order Step 4: In section 2, indicate whether the participant in the plan is the plaintiff or respondent with a check mark. Give their address and date of birth.
Arizona Domestic Relations Order Step 5: In section 3, indicate whether the alternate payee is the plaintiff or respondent with a check mark. Give their address and date of birth.
Arizona Domestic Relations Order Step 6: In section 4, enter the date of marriage and the date on which community property interest ended.
Arizona Domestic Relations Order Step 7: Section 5 should only be completed if the participant has not yet retired or is not participating in the deferred retirement option plan.
Arizona Domestic Relations Order Step 8: Section 6 concerns division of monthly pension payments.
Arizona Domestic Relations Order Step 9: Section 7 concerns post-retirement benefit increases.
Arizona Domestic Relations Order Step 10: Section 8 should only be completed if the participant has not yet retired and/or is not a participation in the deferred retirement option plan.
Arizona Domestic Relations Order Step 11: Section 9 concerns employee contributions during participation in the deferred retirement option plan, if applicable.
Arizona Domestic Relations Order Step 12: Section 10 is optional and concerns disposition of the alternate payee's share in the event the alternate payee's death precedes that of the participant.
Arizona Domestic Relations Order Step 11: Sections 11 through 14 contain information about how this domestic relations order will take effect.
Arizona Domestic Relations Order Step 12: The judge of your superior court will sign and date the last page.
Arizona Domestic Relations Order Step 13: Both the participant and alternate payee should sign the last page.