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Posted

Contact the plan administrator and ask, saying that you need the information for preparation of a domestic relations order in a divorce proceeding.  You may have to to compel disclosure by subpoena or by having the participant request the information.  Action by a deceased participant, which is implied by your title, will be difficult.  If the participant is deceased, and ultimately in any case, you will have to submit a domestic relations order to the plan to receive any benefits.  Ask the plan administrator for the plan's written QDRO procedures.  You should get legal assistance for this, especially if the participant is dead.

Posted

Your attorney (make sure that person is knowledgeable about QDROs) may get some value by reading/searching this discussion forum:

https://benefitslink.com/boards/index.php?/forum/89-qualified-domestic-relations-orders-qdros/

 

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

  • david rigby changed the title to Surviving divorced spouse of Railroad imployee

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