California Form Fl 348 PDF Details

Navigating the complexities of dividing pension benefits during a divorce or the dissolution of a domestic partnership can be a challenging process, but the California FL-348 form, "Pension Benefits—Attachment to Judgment," serves as a crucial tool in this endeavor. This form establishes a provisional, yet adjustable, awarding of equal shares of retirement and survivor benefits accrued or to be accrued by one party during the marriage or partnership and before the separation. Employers or plan administrators are directed to continue recognizing the couples as married or in a domestic partnership for survivor benefits purposes, ensuring the non-participant spouse or partner's rights are protected pending a final domestic relations order. Both parties bear responsibilities, including listing all relevant employment and retirement plans, delivering the order to plan administrators, and joining plans as case parties when mandated by law. Additionally, they must inform plan representatives of any address changes to ensure the delivery of all benefits. This form not only underscores the importance of a transparent process in safeguarding each party’s financial interests but also highlights the legal framework designed to guide them through the division of complex assets like pension benefits.

QuestionAnswer
Form NameCalifornia Form Fl 348
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesform fl 348, california fl 348, fl 348 california, filling out fl 180

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FL-348

PETITIONER/PLAINTIFF:

RESPONDENT/DEFENDANT:

CASE NUMBER:

PENSION BENEFITS—ATTACHMENT TO JUDGMENT

(Attach to form FL-180)

This order concerns the division of retirement and survivor benefits between the following two parties:

Name of petitioner:

Name of respondent:

Address of petitioner:

Address of respondent:

Date of marriage or registration of domestic partnership:

Date of separation:

TO THE EMPLOYER/PLAN ADMINISTRATOR OF EACH PLAN IDENTIFIED BELOW:

Each party identified above is provisionally awarded without prejudice, and subject to adjustment by a later domestic relations order, a separate interest equal to one-half of all benefits accrued or to be accrued under any retirement plan in which one party has accrued a benefit, including but not limited to the plans listed below, as a result of employment of the other party during the marriage or domestic partnership and before the date of separation. In addition, pending further notice, the plan must, as allowed by law, or as allowed by the terms of the plan in the case of a governmental plan, continue to treat the parties as married persons or domestic partners for purposes of any survivor rights and benefits available under the plan to the extent necessary to provide for payment to the surviving spouse or domestic partner of an amount equal to that separate interest or of all of the survivor benefits if at the time of death of the participant there is no other eligible recipient of the survivor benefit.

TO THE PARTIES:

Each party must provide the information and take the required actions listed below to protect the other party's interest in retirement benefits:

1.List below (or on a page attached) the name and address of each employer for which you or the other party work or worked where either of you participated in a retirement plan during the marriage and before your separation. Include the name (or a description if you do not have the name) of each of these plans.

See Attached

2.For each plan you listed under item 1, promptly deliver a copy of this order to the plan's administrator. You can deliver a copy of this order in person or by mail. Provide a proof of service to the court and the other party.

If you do not know the plan's administrator, deliver a copy to

the employer or plan sponsor, or, if unknown,

the trustee or custodian of any assets of the plan.

3.Each party who is a participant in a plan listed under item 1 must join that plan as a party to this case when joinder is required by law. (See Retirement Plan Joinder—Information Sheet [form FL-318-INFO].)

4.If you are not the party who participated in a plan listed in item 1 and are concerned that you have not received proof that notice of your interest has been delivered to that plan, you are encouraged to deliver a copy of this order to the appropriate plan administrator as described in item 2. You also have a right to join any plan that requires joinder in the event that no joinder documents have been filed with the court or served on the plan's administrator.

5.Each party must promptly let each plan representative know of any change in that party's mailing address until all benefits due that party under the plan have been paid.

 

 

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Form Approved for Optional Use

PENSION BENEFITS—ATTACHMENT TO JUDGMENT

www.courtinfo.ca.gov

Judicial Council of California

Family Code, §§ 2337, 2610

 

FL-348 [New January 1, 2009]