(a) A domestic relations order should clearly specify:
(1) the name, taxpayer identification number, and last
known address of the participant and of each alternate payee covered
by the order, provided that confidential personal information may
be provided to the system through alternate methods in accordance
with §121.5 of this title (relating to Forms and Applications
for Benefits, or Asserting Other Claims);
(2) the amount or percentage of the participant's benefits
to be paid by the system to each such alternate payee, or the manner
in which such amount or percentage is to be determined;
(3) the number of payments or period of time to which
such order applies; and
(4) whether the order applies only to benefits under
this system or, if not, to what other plans the order applies, and
in what manner.
(b) A domestic relations order does not meet the requirements
of this chapter for qualified domestic relations orders if:
(1) it purports to require the system to provide any
type or form of benefit, or any option, not otherwise authorized under
the Act;
(2) it purports to require the system to provide increased
benefits determined on the basis of actuarial value;
(3) it purports to require the system to make any payment
of any benefit or portion thereof at a time not otherwise authorized
under the Act;
(4) it purports to require the payment of benefits
to an alternate payee which are required (or purported to be required)
to be paid to another alternate payee under another order previously
determined by the system to be a qualified domestic relations order
under this chapter (including any such order so determined on an informal
basis prior to adoption of this chapter); or
(5) it is worded in a manner that does not advise the
system (taking into account the provisions of the Act, the wording
of the order, and the provisions of this chapter) in clear and unambiguous
language as to what portion of the benefits that otherwise might be
or become payable to the participant (or to the participant's designee
or estate) are to be paid to each alternate payee under the order.
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