FL-318-INFO - Retirement Plan Joinder—Information Sheet

Summary

Retirement Plan Joinder—Information Sheet

Text

Form ID: FL-318-INFO
Title: Retirement Plan Joinder—Information Sheet
Effective Date: 2009-01-01
Mandatory Form: no
Info Page: https://selfhelp.courts.ca.gov/jcc-form/FL-318-INFO
Primary Download URL: https://www.courts.ca.gov/documents/fl318info.pdf
Form Detail Page:
Retirement Plan Joinder—Information Sheet
(FL-318-INFO)
Lists different types of retirement plans and tells you if the plan, by law, needs to be joined (made a party to the case) before the court makes orders that change your legal status and divide the retirement plan.
Get form FL-318-INFO
Effective: January 1, 2009
PDF Text:
American LegalNet, Inc.
www.FormsWorkflow.com
FL-318-INFO
Page 1 of 1
Family Code, § 2337RETIREMENT PLAN JOINDER—INFORMATION SHEET
(Family Law)
www.courtinfo.ca.gov
RETIREMENT PLAN JOINDER—INFORMATION SHEET
Form Approved for Optional Use 
Judicial Council of California 
FL-318-INFO [New January 1, 2009]
Type of Retirement Plan Examples Joinder Required
Governmental plan of a state, 
county, public school or 
university, or other public 
agency 
California Public Employees' 
Retirement System (CalPERS), 
California State Teachers' Retirement 
System (CalSTRS), and University of 
California Retirement System (UCRS) 
(includes both qualified plans and 
nonqualified plans, such as Int. Rev. 
Code, § 457(b) or (f) deferral plans or 
Int. Rev. Code, § 403(b) Tax Sheltered 
Annuity (TSA)
Yes
Federal government plan
Funded plan (whether or not 
qualified) covering employees 
working for private-industry 
employer (includes collectively 
bargained plans)
Federal government plans including all 
military branches, Civil Service 
Retirement System (CSRS), Federal 
Employees Retirement System (FERS), 
Foreign Service Pension System 
(FSPS)
No 
Int. Rev. Code, § 401(k) plan, defined 
benefit pension plan (traditional or cash 
balance), profit-sharing plan, money 
purchase or target benefit pension 
plan, Employee Stock Ownership Plan 
(ESOP), Tax Sheltered Annuity (TSA) 
No (ERISA covered)
Unfunded nonqualified plan covering 
employees working for private- 
industry or tax-exempt employer 
(other than excess benefit plans)
Supplemental executive retirement 
plan, Int. Rev. Code, § 457(f) deferral 
plan, Stock Appreciation Right (SAR) or 
phantom stock plan, severance plan
No (ERISA covered)
Plan (qualified or nonqualified) 
covering only business owners and 
spouses or employees of a church
Int. Rev. Code, § 401(k) plan, defined 
benefit pension plan (traditional or cash 
balance), profit-sharing plan, money 
purchase or target benefit pension plan, 
Keogh, Tax Sheltered Annuity (TSA)
Yes
Individual Retirement Account or 
annuity
Individual Retirement Account (IRA), 
Roth IRA
No  (not true retirement 
plans; Qualified 
Domestic Relations 
Orders (QDROs) do not 
apply). May be divided 
by judgment or order
All others Generally yes
For domestic partnerships and same-sex marriages, please consult an attorney as federal laws apply and 
rules may vary.

Retrieval chunks

• #1

  Form ID: FL-318-INFO Title: Retirement Plan Joinder—Information Sheet Effective Date: 2009-01-01 Mandatory Form: no Info Page: https://selfhelp.courts.ca.gov/jcc-form/FL-318-INFO Primary Download URL: https://www.courts.ca.gov/documents/fl318info.pdf Form Detail Page: Retirement Plan Joinder—Information Sheet …

• #2

  benefit pension plan (traditional or cash balance), profit-sharing plan, money purchase or target benefit pension plan, Keogh, Tax Sheltered Annuity (TSA) Yes Individual Retirement Account or annuity Individual Retirement Account (IRA), Roth IRA No (not true retirement plans; Qualified Domestic Relations …