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D. Modifications/Amendments. Some common modifications/amendments may be applied.

D.1 Check this item if this QDO is to terminate at remarriage of alternate payee. This does

not apply to lump sum payments outlined in II.B. This would only apply if member retires

and OTRS is notified that alternate payee has remarried before fulfilling the QDO payment

requirements outlined in paragraph II.C.

D.2 Retirement contracts (under the Option 2 or Option 3) allow the member to take a

reduced monthly benefit (based on the date of birth of the joint annuitant) in order to provide

the annuitant a lifetime monthly benefit at death of member. The member may not change

the joint annuitant listed on the contract; however, checking this option allows the QDO to

treat the retirement contract as if the joint annuitant (usually the alternate payee) predeceased

the member. In this event, the monthly benefit “pops up” to the maximum monthly benefit

for the remainder of the member’s lifetime without affecting the benefits to the alternate

payee outlined in this QDO.

D.3 Checking this item and listing attachment as II.D.3. allows simple modifications or

revisions to be made to this QDO. Where applicable, the court order with the paragraph

highlighted, could be included to the attachment. If there is more than one attachment or

modification to the QDO, please list as II.D.3 (a), II.D.3(b), II.D.3(c),…….etc.

All modifications and revisions are subject to receipt and approval by OTRS. Any items that

require OTRS to provide a form or an amount of benefits not otherwise provided by OTRS

may be rejected.

SECTION III: AGREEMENT OF THE PROVISIONS FOR QUALIFIED DOMESTIC ORDER.

This section outlines with statutory references for this order to qualify as a QDO under OTRS. If

amendments or revisions in D.3. require revision or removal of any items listed in Section III, they must

be redlined and initialed to indicate the intent or the override being sought by Court Order.

Oklahoma Teachers Retirement System requires bolded sections of the signature/date fields to be

completed by the court issuing the Order. At a minimum the signature of Judge, date, and the Court Seal

are required for OTRS approval.

If OTRS accepts the QDO, a letter of acceptance and copy of the QDO will be mailed to the Member and

the Alternate Payee (Minus the Member and Alternate Payees Social Security Numbers and Addresses).

The OTRS designee to accept the QDO and send letter of acceptance to member and alternate payee, will

sign this QDO form, and submit copy of the acceptance letter, and this QDO to member’s file.

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Marital Property Valuation - 401(A) Defined Benefit Account - Oklahoma Teachers Retirement System Page 6