ORS 237.600
Payment to alternate payee

  • provisions of judgment, order or settlement
  • administrative expenses

(1)

Notwithstanding any other provision of law, payment of any pension, annuity, retirement allowance, disability benefit, death benefit, refund benefit or other benefit under any public employer retirement plan other than the Public Employees Retirement System that would otherwise be made to a person entitled to benefits under the plan shall be paid, in whole or in part, to an alternate payee if and to the extent expressly provided for in the terms of any judgment of annulment or dissolution of marriage or of separation, or the terms of any court order or court-approved property settlement agreement incident to any judgment of annulment or dissolution of marriage or of separation. Notwithstanding any other provisions of this section, the total actuarial value of benefits payable to a member and to an alternate payee under this section may not be greater than the value of the benefits the member would otherwise be eligible to receive if the annulment or dissolution of marriage or separation had not occurred. Any payment under this subsection to an alternate payee bars recovery by any other person.

(2)

A judgment, order or settlement providing for payment to an alternate payee under subsection (1) of this section may also provide:

(a)

That payments to the alternate payee may commence, at the election of the alternate payee, at any time after the earlier of:

(A)

The earliest date the member would be eligible to receive retirement benefits if the member separates from service; or

(B)

The date the member actually separates from service due to death, disability, retirement or termination of employment.

(b)

That the alternate payee may elect to receive payment in any form of pension, annuity, retirement allowance, disability benefit, death benefit, refund benefit or other benefit, except a benefit in the form of a joint and survivor annuity, available to the member under the public employer retirement plan, or that would be available to the member if the member retired or separated from service at the time of election by the alternate payee, without regard to the form of benefit elected by the member.

(c)

That the alternate payee’s life is the measuring life for the purposes of measuring payments to the alternate payee under the form of benefit selected by the alternate payee.

(d)

That death benefits to which the alternate payee has been entitled as the spouse of a member shall be available to the alternate payee after the effective date of the judgment of annulment or dissolution of marriage or of separation.

(3)

Subsection (1) of this section applies only to payments made by the public employer retirement plan after the date of receipt by the administrators of the plan of written notice of the judgment, order or agreement and such additional information and documentation as the plan administrators may prescribe.

(4)

Intentionally left blank —Ed.

(a)

A judgment, order or agreement providing for payment to an alternate payee under subsection (1) of this section may not provide for payment to an alternate payee of:

(A)

Any disability payments provided to a member of a public employer retirement plan in lieu of workers’ compensation benefits pursuant to ORS 656.027 (Who are subject workers) (6), to the extent those payments are to be made before the member attains 55 years of age; or

(B)

Any medical or hospital benefits payable to a member as part of a disability benefit provided to a member of a public employer retirement plan in lieu of workers’ compensation benefits pursuant to ORS 656.027 (Who are subject workers) (6), regardless of the member’s age.

(b)

Paragraph (a) of this subsection does not prevent a court from considering the disability payments described in that paragraph in making a division of property pursuant to ORS 107.105 (Provisions of judgment) or an award of support.

(5)

Any public employer or public employer retirement plan that is required by the provisions of this section to make a payment to some person other than a member of the retirement plan offered by the public employer shall charge and collect out of the benefits payable to the member and the other person actual and reasonable administrative expenses and related costs incurred by the public employer or public employer retirement plan in obtaining data and making calculations that are necessary by reason of the provisions of this section. A public employer or public employer retirement plan may not charge more than $300 for total administrative expenses and related costs incurred in obtaining data or making calculations that are necessary by reason of the provisions of this section. A public employer or public employer retirement plan that charges and collects administrative expenses and related costs under the provisions of this subsection shall allocate those expenses between the member of the retirement plan and any other person receiving a benefit from the plan based on the fraction of the benefit received by the member or person.

(6)

As used in this section:

(a)

“Court” means any court of appropriate jurisdiction of this or any other state or of the District of Columbia.

(b)

“Member” means a person entitled to a benefit from a public employer retirement plan.

(c)

“Public employer” means the state, one of its agencies, any city, county, municipal or public corporation, any political subdivision of the state or any instrumentality thereof, or an agency created by two or more such political subdivisions to provide themselves governmental services.

(d)

“Public employer retirement plan” means any system, program, annuity, contract or other plan established by a public employer for the purpose of providing a pension, annuity, retirement allowance or disability benefit to officers or employees of the public employer. [1993 c.715 §2; 2003 c.576 §403; 2015 c.506 §3]

Source: Section 237.600 — Payment to alternate payee; provisions of judgment, order or settlement; administrative expenses, https://www.­oregonlegislature.­gov/bills_laws/ors/ors237.­html.

Notes of Decisions

Where no person is payee entitled to benefits, dissolution court may not create benefit entitlement for alternate payee. Rose v. Board of Trustees, 215 Or App 138, 168 P3d 1204 (2007)

237.350
Definitions for ORS 237.350 to 237.380
237.355
Establishment of retirement system
237.360
Features of retirement plan
237.365
Contribution to fund by city
237.370
Collection of contribution from employees
237.375
Limitations on payments and contributions
237.380
Revenues from which city may make payments to fund
237.410
Definitions for ORS 237.420 to 237.515
237.411
Construction of ORS 237.412 to 237.418 as supplemental to ORS 237.420 to 237.515
237.412
Declaration of policy regarding federal Social Security protection for employees of state and political subdivisions
237.414
Extension of federal Social Security benefits to employees of state and certain political subdivisions
237.418
Authority of interstate agencies to extend federal Social Security benefits to their employees
237.420
Agreements to extend federal Social Security coverage to employees of public agencies not covered by ORS 237.414
237.430
Public agencies to be included in the agreement
237.440
Application by political subdivision for inclusion
237.450
Starting date for contributions
237.460
Withholding and remitting of employees’ contributions
237.465
Employees required to contribute
237.470
Retirement board to promulgate regulations
237.480
Procedure against employer failing to comply with regulations
237.490
Deposit investment and payment of funds
237.500
Administrative expenses
237.510
Collection of delinquent contributions
237.515
Exclusion of contributions from biennial budget
237.600
Payment to alternate payee
237.610
Definitions for ORS 237.610 and 237.620
237.620
Membership of police officers and firefighters in Public Employees Retirement System
237.635
Mandated increase in benefits payable under systems other than Public Employees Retirement System
237.637
Additional mandated increase in benefits payable under systems other than Public Employees Retirement System
237.645
Options for legislators who are not members of Public Employees Retirement System
237.650
Options for legislators who are members of Public Employees Retirement System
237.655
Legislator members of state deferred compensation plan
237.750
Alternative retirement programs for employees of Harney County Health District
237.950
Pre-1953 Public Employees Retirement System abolished
237.952
Public Employees Retirement Board
237.956
Director and staff
237.960
Transfer of assets and administration of retirement fund
237.964
Collection of accrued liabilities
237.968
Continuation of retirement benefits of certain members
237.972
Continuation of abolished system with regard to certain members
237.976
Disposition of contributions made under abolished system
237.980
Rights and moneys exempt from taxation, execution and bankruptcy and are unassignable
Green check means up to date. Up to date