MILITARY QUALIFYING COURT ORDER CHECKLIST …

1 MILITARY QUALIFYING COURT ORDER CHECKLISTMILITARY retirement SYSTEM(ARMY, AIR FORCE, NAVY, MARINES, COAST GUARD, AND ETC.)METHOD OF PREPARING MILITARY QUALIFYING COURT ORDER :Option #1: Online - Complete this CHECKLIST online at Upon completing CHECKLIST download the ORDER immediately. Unlimited Support 1-877-770-2270 (Toll Free) Cost - $299 Option #2: In House - Mail this CHECKLIST with payment to Pension Appraisers. Our staff will prepare the ORDER and return it within 7-10 business days. Unlimited Support 1-800-447-0084. Cost - $495 Both Options are Supported by Pension Appraisers INFORMATION:Name: _____Firm Name: _____ (if you are an attorney)Attorney ID (if applicable): _____(if you are an attorney)Mailing Address: _____City: _____ State: _____ Zip Code: _____Telephone #: _____ Fax #: _____E-mail Address: _____If you are one of the Parties of the divorce who is represented by an attorney please provide your attorney s:(If you are an attorney and have already completed the section above please disregard.)

2 Name: _____Attorney ID (if applicable): _____Firm Name: _____Mailing Address: _____City: _____ State: _____ Zip Code: _____Telephone #: _____ Fax #: _____ E-mail Address: _____ Should the attorney s name and/or firm name, address and telephone number appear above theLegal Caption? _____ Yes _____ NoIf Yes:_____ Attorney s Name _____ Firm's NameAre you the (or, if attorney, who do you represent?): _____ Plaintiff / Petitioner _____ Defendant / RespondentShould we send a copy of the ORDER to opposing counsel? _____ Yes _____ NoIf Yes:Opposing Counsel s Name: _____Firm Name: _____MILITARY retirement SYSTEM CHECKLIST 1 of 4 Mailing Address: _____City: _____ State: _____ Zip Code: _____Telephone #: _____ Fax #: _____E-mail Address: INFORMATION:Name of COURT : _____State: _____ County: _____Division: _____ Docket Number: _____Which party is considered the plaintiff/petitioner?

3 _____ Husband _____ Wife In addition to the Judge's, what signature lines should come at the end of the ORDER ? _____ None_____ Attorneys for Husband and Wife _____ Both Husband and WifeOpposing Atty. Name: : (Employee Spouse)Name of Participant: _____Date of Birth: _____Last Known Mailing Address: _____City, State, Zip Code: _____Social Security Number: PAYEE: (Non-Employee Spouse)Name of Alternate Payee: _____Date of Birth: _____Last Known Mailing Address: _____City, State, Zip Code: _____Social Security Number: INFORMATION:Should Social Security Numbers appear in the ORDER ? _____ Yes _____ NoMarriage Date: _____Are the Parties Divorced? _____ Yes _____ NoIf Yes:Date of Divorce: _____Cut-off date for marital property rights: _____(Cut-off date used to determine marital coverture fraction separation date, complaint date, or divorce date.)

4 Exact Plan Name: MILITARY retirement SYSTEMFor an additional fee of $ : Should we submit the ORDER to the Plan Administrator for pre-approval?__X___ No (Only Option - this plan will not pre-approve an ORDER )Date Participant Joined The Plan: _____Is the Participant still employed? _____ Yes _____ NoIf No:Termination Date: _____Is the Participant retired and receiving retirement benefits? _____ Yes _____ NoIf Yes: retirement Date: _____MILITARY retirement SYSTEM CHECKLIST 2 of of Service:_____ Air Force_____ Marine Corps_____ Air Force Reserve_____ Marine Corps Reserve_____ Air National Guard_____ Navy_____ Army _____ Naval Reserve_____ Army Reserve_____ Public Health Service_____ Army National Guard_____ National Oceanic &_____ Coast Guard Atmospheric Administration_____ Coast Guard the Parties married for at least 10 years of the Participant's service in the MILITARY ?

5 _____ Yes _____ NoIf the answer is no, the Former Spouse cannot receive direct payment from the MILITARY retirement Systemas Marital Property. However, there is no length of marriage requirement for getting a share paid assupport. If the parties were not married for 10 years should we structure the ORDER to make direct paymentsfor support?_____ Yes _____ or Dollar Amount of Member's monthly retirement benefit to be paid by the Plan to the FormerSpouse? No matter which option is chosen, the payment to the Former Spouse may not exceed 50% ofMember's Disposable Retired Amount per Month: $ _____Percent: _____ %_____ Option #1: Percent of Total as of the Date of retirement : The Former Spouse will receive apercentage of the total accrued benefit as of the the Date of retirement . (This option includes anypre-marital and post-marital credited service).

6 _____ Option #2: Percent of the Marital Portion as of the Date of retirement :_____ RESERVE PERSONNEL: The Marital Property Component shall be determined by a fraction,the numerator of which is the number of points accumulated by the Participant during themarriage and the denominator of which is the total number of points accumulated by theParticipant at the time of retirement (You must obtain information relative to the number ofpoints accumulated)_____ FULL TIME PERSONNEL: The Marital Property Component shall be determined by a fraction,the numerator of which is the number of months of the Participant's participation in the Planearned during the marriage and the denominator of which is the total number of months ofthe Participant's participation in the Plan through Option #3: Percent of the Marital Portion using "Frozen" Approach:(ONLY APPLICABLE FOR FULL-TIME ACTIVE OR ACTIVE RESERVE PERSONNEL)_____ RESERVE PERSONNEL: The Martial Property Component shall be determined using a"frozen" approach.

7 The Alternate Payee shall receive _____ % of the disposable militaryretired pay the Participant would have received had the Participant become eligible to receivemilitary retired pay at age 60 at the rank of _____with _____ points and _____ years of service for basic pay purposes. (you mustcomplete the blanks)_____ FULL TIME PERSONNEL: The Martial Property Component shall be determined using a"frozen" approach. The Alternate Payee shall receive _____ % of the disposable militaryretired pay the Participant would have received had the Member retired at the rank of_____ with _____ years of creditable service. (you must completethe blanks) the Former Spouse receive a pro-rata share of any Cost of Living Adjustments?_____ Option #1 - Yes (Only option if a Percentage is stated in Question #8)_____ Option #2 - No10. When will Former Spouse's benefits start?

8 __X__ As soon as administratively feasible following the date the ORDER is found to be a Retired Pay CourtOrder or on the date the MILITARY Member begins receiving Disposable Retired Pay, if later. (OnlyOption) MILITARY retirement SYSTEM CHECKLIST 3 of of time benefits will be paid by the Plan to the Alternate Payments to the Alternate Payee stop when either the Participant or Alternate Payee dies, or at anearlier date if desired which is Should the Former Spouse be entitled to a Survivor Benefit Plan (SBP) Annuity? (Means a recurring benefitthat is payable, after the MILITARY Member retires and dies, to a former spouse who has not remarried beforebecoming 55 years of age.)_____ Option #1 No_____ Option #2 - Yes - Maximum Possible Annuity (55% of Retired Pay before any reductions) Member s rights under the Service Members Civil Relief Act were observed by the COURT as evidencedby:(ONLY APPLICABLE FOR FULL-TIME ACTIVE OR ACTIVE RESERVE PERSONNEL)_____ The Member s presence at the divorce The presence of the Member s legal counsel at the divorce The Member s affirmative signature on the divorce decree and/or separation Payment can be made by Check, Money ORDER or Credit Card:_____ MC_____ Visa_____ Amex_____ DiscoverCredit Card #: ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____ ____Expiration Date: ____ ____ / ____ ____Name as it appears on the credit card:_____Billing address of the credit card.

9 _____Checks and Money Orders should be made payable to Pension Appraisers, NOTE: Requests accompanied by personal checks will be held for two weeks to ensure that the check THIS REQUEST FORM TO: 610-770-9342 (only if paying by credit card)MAIL THIS REQUEST FORM TO: Pension Appraisers, Inc., Box 4396, Allentown, PA 18105 Any questions regarding this Request Form or fees, please call us toll free at retirement SYSTEM CHECKLIST 4 of 4