How does Divorce affect the CalSTRS Retirement Plan?
Divorce – #Community Property – Information
- Pleading on Joinder FL 370 1/1/2003
- Notice & Motion for Joinder FL 371 1/1/2003
- Request for Joinder of Employee Benefit Plan Order FL-372* 1/1/2003
- FL-373*1/1/2003 Responsive Declaration to Motion for Joinder and Consent Order of Joinder
- FL-662*1/1/2003 Responsive Declaration to Motion for Joinder of Other Parent—Consent Order of Joinder (Governmental)
- FL-375* 1/1/2003 Summons (Joinder)
- IRS What is a QDRO Qualified Domestic Relations Order
- STRS Member Publications
If you ever worked for a company or put money into a plan, but do not remember where it is, etc. try these ideas to locate your missing retirement funds.
CA Dept of Aging – Home & Long Term Care
#Taking Care of Tomorrow
- Resources on our websites - mentioned in the pamphlet
- Get Quote - Proposal for Long Term Care
- Borden Hamman Long Term Planning Guide
- Our webpages on
- Medi-Cal Nursing Home, Long Term Care & Estate Recovery
- Medi Cal IHSS In Home Support Services
- Home Health & Long Term Care
In a divorce who pays tax on calstrs payment to each spouse.
Oh, it helps to read the question a couple of times to make sure we are on the right page. I thought you were asking about QDRO’s Qualified Domestic Relations Orders and Joinders. Joinders are explained on page 8- 10 of Cal STRS Community Property Guide
Tax liability is on page 12:
The member and nonmember spouse are responsible for their own tax liabilities incurred as a result of community property payments received from CalSTRS, unless the court order states otherwise.
Because of this rule, CalSTRS must have the nonmember spouse’s Social Security number before any community property payment can be made. Each party can submit an Income Tax Withholding reference Certificate form W 4 to indicate a tax withholding reference.
To obtain information regarding taxation of CalSTRS benefits, see the Member Handbook and other publications at CalSTRS.com. For
more specific information, visit irs.gov or ftb.ca.gov or consult a tax professional.