Oklahoma § 20-1111 - Certain benefits and rights of retired justices and

§ 20-1111. Certain benefits and rights of retired justices and

judges exempt from process - Exception of qualified domestic orders.

A. Except as otherwise provided by this section, any annuity,

benefit, fund, property or right created by or accruing to any

person under any provision of The Uniform Retirement System for

Justices and Judges is hereby made and declared exempt from and not

subject to execution, garnishment, or attachment or any other

process or claim whatsoever, and shall be unassignable except as

specifically provided by said act. Notwithstanding the foregoing,

the Board of Trustees may offset any benefits of a member or

beneficiary to pay a judgment or settlement against a member or

beneficiary for a crime involving the System, for a fraud or breach

of the member’s fiduciary duty to the System, or for funds or monies

incorrectly paid to a member or a beneficiary, provided such offset

Oklahoma Statutes - Title 20. Courts

is in accordance with the requirements of Section 401(a)(13) of the

Internal Revenue Code of 1986. The offset applies to any benefits

which may otherwise be payable to a member or beneficiary from any

plan or fund which is administered by the Board of Trustees of the

Oklahoma Public Employees Retirement System.

B. 1. The provisions of subsection A of this section shall not

apply to a qualified domestic order as provided pursuant to this

subsection.

2. The term “qualified domestic order” means an order issued by

a district court of this state pursuant to the domestic relation

laws of the State of Oklahoma which relates to the provision of

marital property rights to a spouse or former spouse of a member or

provision of support for a minor child or children and which creates

or recognizes the existence of the right of an alternate payee, or

assigns to an alternate payee the right, to receive a portion of the

benefits payable with respect to a member of the System.

3. For purposes of the payment of marital property, to qualify

as an alternate payee, a spouse or former spouse must have been

married to the related member for a period of not less than thirty

(30) continuous months immediately preceding the commencement of the

proceedings from which the qualified domestic order issues.

4. A qualified domestic order is valid and binding on The

Uniform Retirement System for Justices and Judges and the related

member only if it meets the requirements of this subsection.

5. A qualified domestic order shall clearly specify:

a.

the name and last-known mailing address (if any) of

the member and the name and mailing address of the

alternate payee covered by the order,

b.

the amount or percentage of the member’s benefits to

be paid by The Uniform Retirement System for Justices

and Judges to the alternate payee,

c.

the number of payments or period to which such order

applies,

d.

the characterization of the benefit as to marital

property rights or child support, and

e.

each plan to which such order applies.

6. A qualified domestic order meets the requirements of this

subsection only if such order:

a.

does not require the System to provide any type or

form of benefit, or any option not otherwise provided

under state law as relates to The Uniform Retirement

System for Justices and Judges,

b.

does not require The Uniform Retirement System for

Justices and Judges to provide increased benefits, and

c.

does not require the payment of benefits to an

alternate payee which are required to be paid to

another alternate payee pursuant to another order

Oklahoma Statutes - Title 20. Courts

previously determined to be a qualified domestic order

or an order recognized by The Uniform Retirement

System for Justices and Judges as a valid order prior

to the effective date of this act.

7. A qualified domestic order shall not require payment of

benefits to an alternate payee prior to the actual retirement date

or withdrawal of the related member and shall not attach to or

require the payment of any amount of benefits related to a deferred

compensation plan or program authorized by Section 1701 et seq. of

Title 74 of the Oklahoma Statutes.

8. The obligation of The Uniform Retirement System for Justices

and Judges to pay an alternate payee pursuant to a qualified

domestic order shall cease upon the death of the related member.

9. This subsection shall not be subject to the provisions of

the Employee Retirement Income Security Act of 1974 (ERISA), 29

U.S.C.A. Section 1001, et seq., as amended from time to time, or

rules and regulations promulgated thereunder, and court cases

interpreting said act.

10. The Board of Trustees of the Oklahoma Public Employees

Retirement System shall promulgate such rules as are necessary to

implement the provisions of this subsection.

11. An alternate payee who has acquired beneficiary rights

pursuant to a valid qualified domestic order must fully comply with

all provisions of the rules promulgated by the Board of Trustees of

the Oklahoma Public Employees Retirement System pursuant to this

subsection in order to continue receiving his or her benefit.

Added by Laws 1987, c. 185, § 5, eff. Nov. 1, 1987. Amended by Laws

1993, c. 322, § 7, emerg. eff. June 7, 1993; Laws 1998, c. 198, § 5,

eff. Nov. 1, 1998; Laws 2004, c. 536, § 13, eff. July 1, 2004.