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- Introduction
- Scenario
- 1st Party
- 2nd Party
- Attorney
- Case
- Awards
- Summary
Please provide an address
Before submitting the court order to the TSP, you must provide a current mailing address.
If this information does not appear in the body of the court order, it must be submitted to the TSP by the individual or either party's attorney.
Failure to provide this information with your submission may delay processing of the order.
Please note, the mailing address provided will be used to mail you a copy of any notices related to this court order but will not update your address of record (AOR) with the TSP.
Please provide a Social Security Number
Before submitting the court order to the TSP, you must provide the payee's SSN..
If this information does not appear in the body of the court order, it must be submitted to the TSP by the individual or either party's attorney of record.
Failure to provide this information with your submission may delay processing of the order.
Please provide a Social Security Number
Before submitting the court order to the TSP, you must provide the payee's SSN..
If this information does not appear in the body of the court order, it must be submitted to the TSP by the individual or either party's attorney of record.
Failure to provide this information with your submission may delay processing of the order.
Please provide an address
Before submitting the court order to the TSP, you must provide a current mailing address.
If this information does not appear in the body of the court order, it must be submitted to the TSP by the individual or either party's attorney of record.
Failure to provide this information with your submission may delay processing of the order.
Retirement Benefits Specialist (RBS) Authorization Form
An RBS (sometimes called a "pension specialist" or a "QDRO specialist" in the private sector) is an individual who has been retained to assist you in preparing your court order for submission to the TSP.
Under TSP rules, we require authorization from the individual TSP participant and/or payee to release information relating to TSP records to these individuals. If you or your attorney have retained an RBS and would like to authorize that individual to submit and receive information on your behalf, you should fill out this form and include it with your submission to the TSP.
Please include attorney contact information
TSP does not require attorney information to process your court order.
If you provide the attorneys' contact information with your final submission, TSP will send the attorneys a copy of the decision notice upon final review of the court order.
Reminders
Before submitting the pacakage to the TSP, check to make sure that:
- You have completed all required fields in the TSP Retirement Benefits Court Order Form
- The TSP participant and payee have signed and dated the TSP Retirement Benefits Court Order Form and all applicable forms
- A judge or authorized court official has completed and signed the TSP Retirement Benefits Court Order Form
Award not deleted
A Retirement Benefits Court Order must contain at least one award.
Maximum awards reached
No more than 6 awards may be specified in one Retirement Benefits Court Order.
To add more than 6 awards, submit an additional Retirement Benefits Court Order.
Interest and Earnings
Type of Adjustment Calculation | How TSP Calculates | Examples |
---|---|---|
Earnings and Losses (E&L) | The payee's entitlement will be adjusted for earnings and losses beginning with the business day
following the entitlement date and ending two business days prior to payment. The TSP will
calculate earnings based on the type of TSP funds and the number of shares the participant had in
each of those funds as of the entitlement date. The final payment amount will be determined by
the share price of those TSP funds up to two days prior to disbursement. Please note that investment fund changes made by the participant after the entitlement date are not considered in the final payment calculation. |
Assuming a payee is awarded 50% of the participant.s account balance as of January 4, 2016 (entitlement date)
and is also awarded earnings on his/her share. As of January 4, 2016, the participant has an account
balance of $23,407.15, which is allocated between 1,000 shares in the G Fund and 500 shares in the F Fund. Share Prices on 1/4/2016: G Fund: 14.9189 F Fund: 16.9765 The participant makes an investment fund change on February 1, 2016 and moves all of his/her funds to the S Fund. As of the payment date, the payee's final payment amount is calculated by adjusted his/her entitlement ($11,703.58) based on value of the share prices in the G and F Funds two days prior to payment (May 2, 2016). Share Prices on 5/2/2016: G Fund: 15.0108 F Fund: 17.5192 Because the funds experienced growth, the payee's final award amount increases to $11,885.20 at the time of payment. |
Earnings at Annual Percentage Rate (APR) |
The payee's entitlement will be adjusted for earnings beginning with the business day following the entitlement
date and ending two business days prior to payment at the annual percentage rate specified in the order. |
Assuming a payee is awarded 50% of the participant.s account balance as of January 4, 2016 (entitlement date)
and is also awarded earnings at the rate of 5.00% on his/her share. As of January 4, 2016, the participant has
an account balance of $23,407.15, which is allocated between 1,000 shares in the G Fund and 500 shares in the F Fund. Share Prices on 1/4/2016: G Fund: 14.9189 F Fund: 16.9765 As of the payment date, the payee's final payment amount is calculated by adjusted his/her entitlement ($11,703.58) at the specified rate of 5.00% two days prior to payment (May 2, 2016). The payee's final award amount increases to $11,895.44 at the time of payment. |
Earnings at Per Diem Rate |
The payee's entitlement will be adjusted for earnings beginning with the business day following the entitlement
date and ending two business days prior to payment at the per diem rate specified in the order. |
Assuming a payee is awarded 50% of the participant.s account balance as of January 4, 2016 (entitlement date)
and is also awarded earnings at the rate of $10.00 on his/her share. As of January 4, 2016, the participant
has an account balance of $23,407.15, which is allocated between 1,000 shares in the G Fund and 500 shares in
the F Fund. Share Prices on 1/4/2016: G Fund: 14.9189 F Fund: 16.9765 As of the payment date, the payee's final payment amount is calculated by adjusted his/her entitlement ($11,703.58) at the specified rate of $10.00 two days prior to payment (May 2, 2016). The payee's final award amount increases to $12,903.58 at the time of payment. |