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"" 101 Purpose of this Guide
"" 102 The Railroad Retirement Act
"" 103 Employee Retirement Income Security Act (ERISA)
"" 104 Funding of Railroad Retirement Annuities
"" 105 Railroad Retirement Annuity Components
"" 106 Statement or Estimate of Railroad Retirement Benefits
"" 107 Summary of RRB Requirements for Partition Order
"" 108 Railroad Retirement Disability Annuities are Subject to Division
"" 109 RRB Action on Receipt of Decree or Court Order
"" 110 Garnishment for Support Enforcement
A: Frequently Asked Questions
"" B: Sample Award Language
"" C: Sample Court Order
"" D: Form G-177C (08-07) Divorced Spouse Annuity Requirements
"" E: Spouse/Former Spouse Agreement Form
RELATED LINKS
'' Legal Information
Attorney's Guide to the
Partition of Railroad Retirement Annuities
Appendix A - Frequently Asked Questions
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Does the employee have a divisible account balance?

An employee does not have a divisible "account balance" with respect to any specific period of time, such as the period of the marriage, or as of any given date, such as the date of divorce. Therefore, it is impossible to establish a separate account for the share awarded to a spouse/former spouse or to segregate the share awarded.

What happens to a partitioned annuity upon the death of the employee or the spouse or former spouse?

Payments under a court order to a spouse, and prior to August 17, 2007, payments to former spouse terminate upon the death of the employee, or the spouse/former spouse, whichever takes place first. Payments to the former spouse of an entitled employee who dies on or after August 17, 2007 may continue, albeit at a flat rate as explained in 109-G. If the spouse/former spouse dies first, payment of the amount that the spouse or former spouse was receiving, or could receive under the order, reverts to the employee as his property and does not become the property of the estate of the spouse or former spouse. The spouse or former spouse may qualify for payment of a survivor annuity under the RRA

What is the maximum amount that can be awarded in a state court order partitioning the employee's benefits?

The RRA does not set or limit the amount that a court may award to a spouse or former spouse as his or her share of the employee's divisible benefits, except that an amount greater than the amount of the divisible benefits may not be awarded. Rather, the court sets the award by applying relevant state domestic relations law or by approving the provisions of a property settlement agreement between the parties.

Can the RRB be joined as a party to a divorce action?

No. The RRB cannot be joined as a party to any action for divorce, separation, or annulment. As an agency of the Federal government, the RRB is immune from suit in state domestic relations actions and the records it maintains are not subject to subpoena by the Court.

Can the RRB report whether an employee has a profit sharing plan, 401(k) plan, or other similar monetary asset through his employment?

No. The RRB does not maintain any such information. The only information the RRB can supply is information about the employee's actual or potential right to receive an annuity under the RRA. The amount of any actual or estimated annuity payments under the RRA may also be reported in connection with a state court action for divorce, legal separation, or annulment.

Does remarriage of the former spouse affect payment of the amount of the partition?

Remarriage would have no effect unless the court order that granted the partition requires termination of payment upon remarriage. Since the partitioned amount is an "award of property" and not a "benefit" that could be affected by remarriage, the partition payment is ordinarily payable regardless of the marital status of either party.

Does an employee's marriage have to last at least 10 years before a court can order a partition of his annuity?

No. While the length of marriage of the parties may be relevant to the court in distributing the marital property, it is not relevant as to whether the divisible components of an employee's annuity are subject to division by the court. (As explained in Appendix D, the length of marriage of the parties is relevant to whether a divorced spouse is eligible for a divorced spouse annuity under the RRA.)

What is the difference between a divorced spouse annuity and a partition?

A divorced spouse annuity is a monthly benefit payable to a former spouse who meets the conditions as described in Appendix D. This payment does not reduce the employee's annuity and, beginning August 17, 2007, may be payable even though the employee is not yet entitled to an annuity under the RRA or is entitled to an annuity under the RRA or is entitled but the employee's annuity is not payable due to work or earnings. A partition is a specified payment of a portion of the employee's divisible components of his/her annuity pursuant to a court order, which results in a reduction in the annuity paid to the employee.  An employee must be entitled to an annuity under the RRA, or have been entitled to an annuity in the month prior to his or her death if that death occurs on or after August 17, 2007, in order for a partition award to be payable.  Furthermore, a partition award is not payable for any month in which payment of the employee's annuity is suspended due to work, earnings or to recover an overpayment.  Partition awards that remain payable after the employee’s death may be reduced, as they are based only on the employee’s Tier II annuity component, and are no longer subject to any cost of living increases provided for under the terms of the partition as per Appendix B (3).  These adjustments are effective with the month of the employee's death.  See 109-G.

Can a spouse/former spouse or surviving divorced spouse receive both a partition award and an annuity based on his/her relationship to the employee?

Yes. The spouse, divorced spouse or surviving divorced spouse annuity is payable based upon the provisions of the RRA and the Court cannot affect entitlement to such annuity. The partition award is payable according to the terms of a valid court order and is not affected by the payment of an annuity under the RRA to the spouse/former spouse.

Will the RRB "pre-approve" a draft court order dividing an employee's annuity under the RRA?

Yes, the Office of General Counsel will review draft orders. Such orders may be mailed to

Deputy General Counsel
U.S. Railroad Retirement Board
844 North Rush Street
Chicago, IL 60611-2092

Email: LAW@rrb.gov
Fax: (312) 751-7102
Phone: (312) 751-4948

(While final orders may be submitted via fax, a certified copy of the document must follow in order for the RRB to be properly served.)

 What is the difference between a surviving divorced spouse annuity and a partition payable after the emplyee's death?

A surviving divorced spouse annuity is a monthly benefit payable to a surviving former spouse based on the provisions of the RRA, with the eligibility requirements found in 20 CFR §216.62. Unlike a partition award payable after the death of the employee, the date of the employee’s death and his entitlement to an annuity prior to that event is not controlling for this annuity eligibility. Eligibility for a surviving divorced spouse annuity, like, however , all survivor annuity eligibility under the RRA, requires that the employee have a current connection with the railroad industry at the time of his/her death. (Current connection requirements are explained in 20 CFR Part 216 Subpart B.) A partition is payable after the employee’s death only if the employee was entitled to an annuity prior to his/her death, the decree awarding the partition was received in the Office of the General Counsel prior to the month of the employee’s death, and the employee’s death occurred no earlier than August 17, 2007. The continued payment of a Tier II based, fixed rate partition award after the employee’s death, however, is not dependent on whether or not the employee had a current connection with the railroad industry. (See ¶109-G).


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Date posted: 12/28/2007
Date updated: 12/28/2007