Jump to content

NeedFacts

Registered
  • Posts

    28
  • Joined

  • Last visited

  • Days Won

    1

Everything posted by NeedFacts

  1. I have requested a copy of the QDRO, any and all correspondence sent to me regarding the QDRO from the time it was put in place and my date of eligibility(again) for benefits.
  2. I did ask for a copy of the QDRO today from the plan. I hadn't thought about any getting any correspondence that has been sent to me but you are right. I need to get that first since my name and address had changed during the years from the time it was finalized. I will do that.
  3. I am so glad I finally found this forum! Let me start with my case background. I have a QDRO from a divorce dating back from 1992. I am the AP. I am from Tennessee. I had forgotten about it until recently discovering the certified letter in my files from X10 in Oak Ridge confirming that I had the QDRO in place. I immediately contacted them as it was incorrect in last name and address and so I updated it. Several months went by and they sent me some plan materials but nothing of real value. I contacted them again recently and asked for better information and they got back to me and stated I did not have a QDRO so I sent them a copy of their certified letter to me. Last week I got a letter in the mail that stated that pursuant to 414(p) of the IRS code, I was eligible to commence my portion of the pension beneft due my ex husband. And it was payable for my lifetime. They then asked for proof of age, some tax withholding and direct deposit paperwork. so they could get me on the monthly payroll cycle ASAP. But then I had some questions for them. I asked if I die, does my benefit continue to a beneficiary? No they said. And if he dies, does it continue to me? Yes they said. But then the lady I am in contact with said that they had just located the QDRO documentation and they are checking with their Administrative Committee on past payments and how to proceed with that. She will keep me posted on further developments but wanted to get me into pay status as soon as possible since it may take a while to determine the past payments. So, my questions are, will I somehow be getting past payments of monthly benefits that I should have gotten as a result of the company losing the QDRO and not attaching it to my ex's benefit before it was distributed? And where will that money come from if it is determined that I am entitled to it? He, I am sure is retired as he is on disability and has been for quite some time. I am unsure of his date of when he left the company as we do not communicate at all (really bad divorce). I did ask the lady I am in contact with in Benefits for the date of when I was eligible to start my benefits but she did not answer that question in my last email. Also, should I get a copy of my QDRO with all this going on? I can't seem to find a copy in my paperwork. I would appreciate any advice in this matter.
×
×
  • Create New...

Important Information

Terms of Use