Get the free Community Property Retirement Allowance Estimate Request. CalPERS Forms

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State of California California Public Employees Retirement System www.calpers.ca.govCommunity Property Retirement Allowance Estimate Request This is a request for an estimate of potential future retirement

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What is community property retirement allowance?

Community property retirement allowance refers to the portion of retirement benefits or pensions that are considered jointly owned by both spouses in a marriage, typically applicable during divorce or separation.

Who is required to file community property retirement allowance?

Both spouses in a community property state, or the parties to a divorce where marital assets are being equitably divided, are required to file for community property retirement allowance to ensure proper division of retirement benefits.

How to fill out community property retirement allowance?

To fill out a community property retirement allowance form, individuals should provide personal information, including names, dates, and the details of the retirement plan, followed by specifying the allocation of benefits to each spouse as per the community property laws.

What is the purpose of community property retirement allowance?

The purpose of community property retirement allowance is to ensure that retirement benefits accumulated during the marriage are equitably divided between spouses to provide fair financial support during divorce or separation.

What information must be reported on community property retirement allowance?

Information that must be reported includes the names of the parties, the retirement plan details, the total value of the retirement benefits, and the specific portion allocated to each spouse in accordance with community property laws.

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