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Item 19 - Agreement with Empower Annuity Insurance Company for the Employee Deferred Compensation Plan
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09/19/2023 Regular
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Item 19 - Agreement with Empower Annuity Insurance Company for the Employee Deferred Compensation Plan
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Last modified
10/24/2023 11:43:40 AM
Creation date
10/24/2023 11:35:25 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
19
Date
9/19/2023
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55 <br />QDRO MODEL FORM <br />NAME OF PARTY] ) <br />Petitioner, ) Case No. ___________ <br />Qualified Domestic Relations Order <br />and ) <br />NAME OF PARTY] ) <br />Respondent. ) <br />This domestic relations order (“Order”) is intended to be a qualified domestic relations order (“QDRO”), as <br />defined in Section 206(d)(3) of the Employee Retirement Income Security Act of 1974, as amended <br />ERISA”), and in Section 414(p) of the Internal Revenue Code of 1986, as amended (“Code”). <br />1. Plan Name: This Order applies to the City of Santa Ana Deferred Compensation Plan (Plan), as well <br />as to any successor plan to the Plan. <br />2. Participant Information: The name, last known address, social security number, and birth date of the <br />Plan "Participant" is: <br />Name: _________________________________________ <br />Address: _________________________________________ <br />Email: _________________________________________ <br />Social Security Number: See Personal Information Addendum Form <br />Birth Date: See Personal Information Addendum Form <br />For security purposes, QDRO Consultants strongly encourages parties and/or their counsel to use the <br />Personal Information Addendum Form. <br />Participant's Attorney Information: <br />Attorney’s Name: _________________________________________ <br />Address: ____________________________________________ <br />Phone: _________________________________________ <br />Email: _________________________________________ <br />3. Alternate Payee Information: The name, last known address, social security number and birth date of <br />the "Alternate Payee" is: <br />Name: _________________________________________ <br />Address: _________________________________________ <br />Email: _________________________________________ <br />Social Security Number: See Personal Information Addendum Form <br />Birth Date: See Personal Information Addendum Form
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