HomeMy WebLinkAbout95-00375
I"
~~: :~'~::~ ':.:':<<"~ '~' .....lfI'*. ':':.' ::!i',:'::,:tfi', '.~' ,:~', ,et:.,.':<<: :C~' :"'~,;,'~~"~-~':"'~":~:'~'::-~l
~I *
:! IN THE COURT OF COMMON PLEAS :
..., OF CUMBERLAND COUNTY *
8 :~ *
: STATE OF ~.~ PENNA. :
..., .
8 8
8 .yOHN AOO J BI'\Y , .
. 1'\ I), ~.5 ..37~,C1Y~L~r,m(t)
. Plaintiff .
8 \"",", .
. DONNA J. AOO JlJA Y I .
8 llefondant. .
. .
. ~
· DECREE IN ·
:1 I VO R ~ .3 3;}-a..fM 0:
: ANO NOW, . ~~, " 19 ""', It Is ordered and 1.
: d"rrlHHi thot JOIlN.lIROIBl\Y,.""""",,,,,,,,,,, plaintiff, 1:
. onrl tXlNNA ,7" AROllJAY , , , , . , , , , , , , . , , , , , , , , , , " d9fflnda,'t, .
8 or.. olvorc"rJ from thft honos of matrimony. *
.
. Th.. court rfttolns lu!'lsrlletlon of the following c1l1lms Which hove ·
. h.."n roh\fIO of rflcorrl In this action for which a final order has not yet 1*
. h"..n ,mt..r..d i 1*
. NONE. I:
. ..."", ,,',,',' """"""""""""""'" I~
. ',."''''"''"",,,,,,,,,,,,,,,,,,,,,,,,,,, I~
: i~
. :~
" .' _,l.-Ji'<~ [' lJ/~, /.~a",,;t~ ' :
. ~7;~"t'II"i F /v.1h; f~4 : ,;'
~' - 77 P,'nthnllnt,,,y : ~
I~
., ~ . .,. .,. . . . , ~
._--_.~,...~-,.*,*,~,.*,~,~,*,_.~"~,~,.~,.~.~,~~,.~"~~,-
'/(J, ~','<1"(}~' i'Jyy I;J ~. .. ~~t.~
If} 'If' ,9;. 7Ut ,IJ!,;:dIJ; ~ ..,
, ,.
"
,
I
'I
"
'II
,
fl'
, "
';1 I
"
,
"
I
,I'
) I
"
"
Iii I
ill
,
,
"
"
I
"
"
"
"
II
I,
d
,
,
"
q
ii,
"I'
,
I
,I
il
"
'I,
i,1
"
~
~'
.. \
, I,
i i
1'1 ..
Ii'
I, ~ " 1 "j ,
/,1, ' ~ l,,f ,I
1'1, , ,
, {/'I
I 'J';" " " "
I ,
I,.. iI,
I' ,
, ".',
I , , "
\,
.
I
!f
II
I
I
II
I
I !
~~~~ I
ilJi I
~;.1 ~
8 ~ i
~
I
~
I
I
I
'I
1'\
"
, "
"
"
, ,
I,'
, "
'.
.
.
, 1
".,.
... ,I "
,
,I
"
.
CON~l'ANl\:l! p, BRlIN1'
Am)RN~V AT lAW
w-
J
rI/
t
i
, I
, i',;
.
JOlIN AMI BAY , . IN TKI COURT or COMMON PLlAB or
. CUNBIRLAND COUNTY, PINNSYLVANIA
Plaintiff .
v. I CIVIL ACTION - LAW
I
DONNA J. ARGIBAY, I No. 95-375 civil Term
I
Defendant . IN DIVORCB
PRAICIPI TO TRANSMIT ~CORD
To the Prothonotaryt
Transmit the record, toqether with the following information,
to the Court for entry of a divoroe deone,
1. Ground for divoro~1 irretrievable breakdown under
Seotion 3301(0) of the Divoroe Code.
2, Date and manner of servioe of the Complaintl Aoceptanoe
Of servioe by Defendant, filed 3/20/95.
3. Complete either paragraph (a) or (b).
(a) Date of exeoution of the Affidavit of Consent
required by seotion 3301(0) of the Divoroe Code. By Plainti~f and
Defendant on 9/10/96.
(b)(l) Date of exeoution of the Plaintiff's Affidavit
required by seotion 3301(d) of the Divoroe Codel N/A.
(2) Date of servioe of the Plaintiff'. Affidavit upon
the Defendantl N/A.
4. Related olaims pendingt N/A.
"
I,
"III ".
t '1 '11',1
I'
'I
, 'tR
"
~ I
V' $,
'0'';'' \.(1 ...),;., .
~ ("\~ - ('"',
~ \'-1
I~
'd J \"
~
:d
'-
c;~
t- -. ....
~I\')i""
...... 'n
~ r-.. ~\
C:, ~ .(") \
-)
...,~
"I~ .
I''''
C)
\:~l,
. .~.
,.~,
::1
" .....)
C~)\
~
\ ~
~
.! 1~ ~
p..Q li\'
\\U \
8 ~
~
~
i .
~,
~\
....
~
Po ~
.\
\
,
,.,
,
i
~
1
,
~
I,i'
, '
,
,
,
I "
,
L ,I
, ,
"
I '
1"11
I '
,,'
,
,! .
, to'" ~.
. I' .
,
.
\ t !
II
"
. 1'1'
. .
C()N~l',\NCF. p, B1\lJNl'
111"TtlltN'.Y AT ,......
"
I
'I
1,'1
',1_1
'\'.:
1','-
,.,
1"(
I
I 1\ I
, [,
, , I.
, ,
I
),
'L'
.
~. There have been no prior actions of divorce or for
annulment between the partie.,
6. The Plaintiff and Defendant are both citizens of
United states of America.
7. The Defendant is not a member of the Armed Services
of th~ United States.
8. The Plaintiff has been advised of the availability
of marriage counseling and understands that he may request that
the Court require the parties to participate in counseling.
9. The Plaintiff avers that the grounds on which the
action is based are that the marriage is irretrievably broken.
Divorce.
10.
Plaintiff reque.ts the Court to enter a Decree in
WHIRIlPORll, Plaintiff prays that your Honorable Court
enter a Decree in Divorce dissolving the marriage between the
partie..
DATtlOI I/~'!fr
,
RespectfUlly submitted,
/: /~;;?
/fJ, ,~-,,-,,!?~.:;:j- _ _
CONSTANCE P. BRUNT, ESQUIRE
3901 North Front street
Harrisburg, l'A 17110
(717) 232-7200
Attorney for Plaintiff
lA r; r.
",
=-:: \IIL.I,~\
l'\.';' (j:'" I'
,.. I.. q 1.,.. .,
II) \ t,} "
m .--1,'1'
I I,..
, ,II
"
jI t
'I
( ,'I'
:e:3
:i ,
',,1;;,",1
"
j" l.
,..R
CO
, I
es
~S J J i j I
! ~ ~! Jg I
. tJ e, tl J;!
es ~ ~ . ~I '
i:I. ~ . I
I ~ "I ~
~f ..
I ~ ~ ~
~ a . 8 ~
'1
i!l '~ ! '"
, '
'il
, ,
I'
'I,'
,
"
I I'll
"
'I
I
,
I' I Ii
I ,I .,1. ,J
'I
'.. ...
.
CONSTANCE P. BRUNT
...mlltNl!Y "'T ........
.
'I,
JOHN AROIaAV, I IN THI COURT or COMMON PLIlAS or
I C'l1IIBIRLAlfD COUNTV, PINN8VLVANJA
Plaintiff I
v. I CIVIL ACTION - LAW
l
DONNA J. AROIBAV, I No. 95-375 civil Tera
l
Defendant l IN CUSTODY
ACCIPTANCB 011' SBRVICB
I, DONNA ARGIBAY, accept service of a certified copy of the
Complaint in Divorce tiled on January 24, 1995, in the abQve-
captioned matter.
SWORN TO AND SUBSCRIBED
~
before m. this ~'~~ay
t
of
~~ ~~ , 1995.
~~ CU:J1-\
NOTARY p tIC ,
'Iii
My commieeion expiresl
I'
I
,
liILLIA'
uMMI6SI,
r.OMMC.'
~ . I '
'IILE)
:: DEr.~.
OF i','
'^Y pr '
I, ,
, ,
1/II.I./o4M I
uMM'fII'ON:' .
r:OM",OI'l'!
,."..,....,.
WII.E'(
:: DEEDS
OF Po4
IV p.~. ,~^~
I'
,"LLlAM J W
d\IMISGIONEA o~~~ r
':I"I,IMONWEAL TH c~E~~'
'\I,~N r,p,~t(t UI., "'r ,,,~,,
,I
" ,
,,:.. 'n , "
j5(~ c:
I" I
.. .. < , ,
~Ij'. .....,. I;.,::.
r., ' I... ,:') "
I '
( )1, ,. "
fh\ If") 'I}
l'j 1(:1
[1", t' , II"
, , " ,t \...
\ VI
\).. ,,'
'.. , ...,1
,
I
!I
!I
I
I
I
I
l!l
I
~ ~
~~j~ i
Q.~r; ~
~IJj
b
~
a
.:
~
I
'"
8.
i
"
"
I
'I
,
,
\1
I
I,
,0
"
,
"
,
11:11
I
,
I,
I
.
'.
I '
, I
, .'
'\
CONS'l'AN(;P, P. hRlJN1'
Al'l)"N~Y AT I.AW
.
-
I
'.. ft)
i'l ~ I..:.
f: .. , "
~I-C . .-"'
[' ",'
dl ;}
f~: [I'. ,")
"~-I "lJ
fI'li Li , (,'j
1'--1 '-..1..
i-', VI
II l (I ,
~.J l..j) U
"I
I
I"
,I
, 1\
" i
II ~ ~
I I
I I!I~ I
!,
I II ~ ~ Jf
~ ... I ~w ~
II I I
8 I ~
I.
..
i ,
,
t ",
,
"
,
,
,.,
Ii
I "
I"J'
!, '
"
,
I',
H il
,
,
,.
......- -
, '
, I
'.
I'
CONSTANCE P. BRUNT
IImIRNp.v AT lAW
'.
I
,
, i I ~l i
I
.
-" rn
t. c....
t ~. " ,I:!
It. ( .:1
,
Q:; .', . i
)., I') '11
G'\ ,.1 :,1
j"JI ','1
r-ll f' 1,1..
.' , "
, I I.J.
,n ,
,I. I
CJ "~I
) I'
I" I
, I I
'.1"
II
,
i.
I,
! I I
, I
. I , ~ II
I
a
~
!r I ~! J;; E
I I
tl J ~
~ ~ I ~Il'
~ ~
I I
I I ~ I '"
~ I E
i
I ,
I'
, ,
" ,
,\1
,I,
.
,
.
"
" f,
'!'o
CONSTANCIl P. bRUNT
AM'tIRNP.V liT ,......,
~
,..
, ,
,
JOHN AROIBAY, , IN TIll COURT or COMMON PLIAB or
I CUHBIlRLAND COUNTY, PIlNNSYLVAHIA
Plaintiff I
v. I CIVIL ACTION - LAW
I
DONNA J. ARGlBAY, I No. 95-375 CIVIL TIlRN
I
Defendant I IN DIVORCB
I,
I'
AFPIDAVIT or NON-MI~ITARY SIlRVICB
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
sa.
Plaintiff, JOHN ARGIBAY, being duly sworn according to law /
depo.e. and .ay. that he is the Plaintiff in the above matter I
that he personally knows that the Defendant, DONNA J. ARGIBAY, is
over the age of 18 year., Rnd that .he re.ide. at 115 Palmwood
Drive, Cherry Hill, New Jersey. Defendant i. currently
unemployed.
Plaintiff further avers that Defendant is not ~n the
military or naval service of the United state. or its allie. or
otherwi.e within the provi.ions of the Soldiers' and sailors'
Civil R~lief Act of 1940 and its amendments.
SWORN TO AND SUBSCRIBED
before IIl8 this _.L,_ day
I:
of ,_), /11.1 I)' b, '"
~..) .
, 1995.
I~tj~~."", It 1 Je" I'
/7 NOTARY PUBLIC
My commi.sion expiresl
,..----. _"0'._. .._ ...
, NI:I'!',' ',I i
,IOArH,r. \" , ..1 'I :. i
1J'.',"j,1111 ),,} I l' j
'-lyC;..'",.', ,. ',I ,." , .. I' 'I" '), I
-, f " ~
~"I .' "
" .. , "
~I( ,. , I
l'
/, " I', J
,'.) ',.
I' c:) ,', ~ 1
r,r '.' :' 1
li',i 1 1 ,
U:l I'" I, , ,
,.. L ;'~4' 1'1 I
I ....~, "
I." , I
" , 'J
I.U /'0;', \',.J
,
. ill 5 !
I
II I I J~ ~! J~ i
a.~ I:
il ~f I
~ ~ li~ I
II I I
~IB
8 I i
I I
, ,
I'
I,:
"
'I
"",
,ii'
1'1
I', II \1
I.,'
',I,
" '. '.
.', w'
,
II: I
, ,
" ,
. "
cONST'ANcll P. BRUNl'
A'lTlIltNrY AT .....W
..
.
.
" .
1~/~e/1996 ~elll
717232~25~
CONSTANCE P B~UNT
PAGE ~1
,
JOHN ARGIBY, I IN Tal COuaT O. CONNON 'LB' 0'
I CUNlI.LAKD COUNTY, 'I""SYLVANIA
PlainllU' I
v. . CIVIL ACTION - ~w
I
DONNA J. AlGXIAY, I No. '5-375 a1v1l Tel'll
I
Defendant I IN DIVOaCI
n~IV" O. NOTICI c), IH'l'lIHTIC)IL7R .IOUllaT
-ef ffc A ~:t"'~ ~~II ~II
>>0 C). 1 0 C. (! .
1, I coneent to the entry of a final decree of divorce
Without notice,
2, I under.tand that I may loee right. concerning alimony,
divieion of property, lawyer'. feel or expen.e. if I do not claim
them pefore a divorce i. granted,
3. I undentand that I will not be divorced until a divorce
decree i. entered by the Court and that a copy of the decree will
be .ent to me immediately after it i. filed with the prothonotary,
I verify that the .tatement. made in thi. affidavit are
true and correct, I understand that fal.e .tatement. herein
are made subject to the penaltie. of 18 Pa,C.S. S4~04 relating
to un.worn tal.Hicatiol\ to authoritiee.
DATE.
! , \ I r} Itl"
I ' I
('
--
'-'-'-
JOHN
,.' ./
,.../"
.-..._-~_.., .
OCT l!I8 '96 09' 14
'71723~0!!5!5
flAGE.01
. ,':. i,
(, \
", ,
I I
.. I. I , ,
'H': " ,
!.I' , "
rJ' ,. ,
....,; I , , ,
'1:il " I ,
fj' ch i:j
f ".
fL.!., " lid
"
f L, I,.
11 ,
" I ,
1.., 1,/ , ~ J
. ill ~ ' '~
I
l.: F:
I J~ ~!J~ !
!~ I ~tl J:
il U !
~ li:g~
I ~ I ~. ~
I alS
I I
.
, ,
1.1
,
I i'
,I
; I'
I
I'
, "
,
.
"
. ,
. '
. , .
, I
...
c,
, ... .
CONSTANCE P. BRUNl'
AtlllRNlY Kr LAW
. .. .
..
. II ,
.
'.
, '
,
. I'"
..,OHN AROIBAY, I IN TUB COURT or COMMON PLIlAB OP
I cqMBEnLAND COUNTY, PBNNSY~VANIA
Plaintiff I
v. I CIVI~ ACTION - LAW
I
DONNA J. ARGIBAY, I No. 96-376 Civil TG~
I
Defendant I IN DIVORCE
WAIVIlR OF NO'J'ICB OF INTENTrOij TO RI!lOUEST
ENTRY Q' A DIVORCE DECRI!lB UNOtB
1330ltC) OF THB DIVORCB J:.Q.QI
1. I consent to the entry of a final deoree of divorce
without notice.
2. I understand that I may lose rights oonoerning alimony,
division of property, lawyer's fees or expenses if r do not olaim
them before a divoroe is granted.
3. I understand that I will not be divorced until a divorce
decree is entered by the Court and that a copy of the decree wil~
be .ent to me immediately after it is filed with the prothonotary.
I verify that the statements made in this affidavit are
true and oorrect. I understand that false statements herein
are made subjeot to the penalties of 18 Pa.c.s. 14904 relatinq
to unsworn faleification to author it es.
\
DATEl
6;;l ~(
"
I'
I:
I. .-")
, ,
I ..
tll' , l I ",
('.I ':
t'"
II- I",
~. "I i
1
r... , )
1'1 ...
(I ,
/, (.J
I
I .
I ,,'
, I
\~
" ,
'1'"
,'I'
Ii I
II
'i
II
9 Ul
~ ~ ~
H
P. ~
i ~.
~ ~ ~ I I" f'.
~ ~ i
H c.;! ;:
IE ::~ u ~ ! ~
H
~ ~ ~ H E-<gj ~L ~
~ ~ 0 :s ~~ ~~ ~ 'I ij
"1:1. HO
~ ~ ~ ~ ~ ~ go
~ ~, ~
~~ ~ ~ H . ~ ;::
t!) ~ . E
~ ~ ~ ~ ~ ., H 8 I
~ ~
..: H
~ ~ :;J
~~I:I. ~ IZl 0
H ,., 0
,
'I'
,
, ,
, "
i.j If
.. ......,
. ~,.'.,
, I
"
.
"
CONSl'ANCJ! p, BRUNT
Al1l)~Nf.Y A;l: I....W
ill;
I ,
\
,(),.,
~,
~,
~
....
'-
1"\
1
'4
~
'\
, ,
I, \1
~. ... i
.
f/I ,
1.'\li
.
Wyatt Company, leOO K street NW, Washington D.C. 20005.
.. There are no other alternate payees under a
previously existing Qualitied Domestic Relations Order.
6. A portion of Participant's retirement benetits
under the retirement plan is marital property subject to
eqUitable distribution by this Court pursuant to the Pennsylvania
Divorce COde, 23 Pa.C.B. '3101 et seq.
6. The Alternate Payee ie hereby awarded an interest
in the Participant.s retirement benefits under the retirement
plan equal to one-halt (50') of the retirement benetits as a
portion of her equitable distribution of marital assets/
pursuant to the terms and condi'~ions .et forth in the attached
IBM Retirement Plan Form A, Parts 1, 2 and 3, w~ich is
incorporated harein by reference. The Plan Administrator is
hereby direoted to pay the said equitable distribution portion tQ
Alternate Payee directly, as soon as administratively practicable
in accordance with the said Form A.
IT 18 PURTHBR ORDBRBD that a true oopy of this Order, as
entered, shall be eerved upon the Plan Administrator and shall
remain in effect until further Order Of this Court. It is the
'LE~IE tOH'LETI THI rOLLOWING ~D 'NIU~I THI T'~I ~~I ~.rl~INCID IH
~D COH'~TIILI WITH THI DOHIITJC ~IL~TJOHI o~DI~. ~LIO, UII ro~ ~,
'~~T a, ro~ CO~I IINlrITI, Jr ~"LJCAlLI. 'L'~II II CI~T~IH TO
COH'LET. THI ~IQUJ~ID IJOH~TU~.II' AND C.~TlrJC~TIOH OH ro~ A, '~~T 3.
..rticip.nt'. H.... .John ArgibtjY IIrh1 Ho. ~Q2341
'.rticip.nt'. locia1 I.curitv Ho. 172-42-i754
"9111 All d.t.. .ntar.d b.10w .hould b. It 01 thl .nd of a .onth for a
"'-cllculation and I' of thl bl9innin, of a ,0Dth for .n .fflctiv.
dlt. 01 di.tribution.
A.
linc. thl ,.rticip.nt'. ,~, ,rowI in vllu. .Ich VI.r bllld on JIH
111001tion. and .plcifild intlra.t rlt.., the QD~O IU.t bl ol.lr I'
to wh.t prlviou., curr.nt or luturl v.1uI i. to bl u..d I' thl bl.1
to dltlr..inl thl ~ltlrnlt. 'IV,"I .hlrl, u
,~, AI lIaid i 11 u. or n nt
cb.ck onl bOM in 11thlr ltl. 1 or 2,
1. IHHlDIAT. DIT'~IHATIOH AND DIITlIIUTIOH.
~IHIHPI~I ~. dl.cul..d on pl,1 J.3 0' the 0ln.rl1 In.truction., III
liiiaIilI I".ctlv. dltl' 0' di.trlbution will b. II 0' the lirlt
dlV 01 . .onth .nd 10 dav. IIt.r tha .M.out.d ord.r 1. r.cliy.d bl
thl wr.tt cO..,lnv! JIH'a rlprl.lntativl. A1thou,h di.trlbution 0
bini' t. to th. A t.rnlt. "VI. will b. a. .oo~ a. po..ib11 a,t.r
the .".ctiv. dati, an ov.rl11 10 dlr' .hou1d bl 1110Wld 'or ODlO
r.vilw Ind qUlllfioltlon, ,lln ellct on. 111 a, licab1., Ind plV-lnt
proo.uin9. I t v d t 0 u t t t .
bovl C t r
Th. ~lt.rn.t. 'IV.I'I .hlrl 0' 'l' .IV bl cit.d I' e .plci,ic I.ount
or d.t.r.in.d bl..d on . p.rc.nt 0' th. 'Irticiplnt'. totll
Ipp1icabll .ontb Ind ,ft, vl1ul. A ,plclfild a.ount 1. pIVab1. I'
.chldu1.d I' 10nl I' It dO'H~t ..o..d thl tot.1 vl1uI 0' the
'Irticiplnt'. app11cab1.-.. ~~I 01 IIH'. qUIlifioatlon.
whln I ,plcific ..ount II ord.r.d or thl A1t.rnltl "VI." .h.rl il
bl..d on a curr.nt or prlviou. d.t. 0' d.t.raln~.tion thl 1"lctiv.
date 0' di.tribution to the A1t.rnat. ,aval i. . d t Ind
requirl. In 1..14ilte 'Orl 0' dlltribution .1tc h. A1t.rn.t.
,aVII. ~I pr.yloullv dll0Ullld, a IUlp IUI ..ount alnnot ba
d.llrr.d with int.rllt.
a. I
I Thl dl.tributlon i. bl..d on a prldlt.~in.d ,plcifild
."ount, which d".. not aKelld the 'articip.nt' I Ipplicabl.
totll Iv.ilabl. 'l' v.1u., .t tb. t1.. 0' OD~O
qualiflcltion bV IIH. Th. I.ount .hown in It.. 1,1.
Ib.low, 0' thi. ror., i. to b. .ittribut.d 1....di.t.1V.
Icontinuld'
- ~.. -
IPI'~T,q~ qr QQaQ" U"~la 1U1 "" !ltl!IHlHT ,~
~. I
I The dl.trl~utlon 1. ba.ed on th. ,., valul I' 0' thl .onth
Ind prlor to thl 1"lctlv. dlte 0' dl.tributlon, Thl
'or~ull .hown ln Ite. .. bllow 1. to bl Ippll.d Ind the
.hlre dl.trlbutld l..edllt.ly.
HQIlI The above 1. t~. proo.4ur. to bl" tb. Alternlt. 'IY""
ifiii. on the ourr.ntlr Iv.llabl. ,.. blllno., with l...di.t.
dl.trlbutlon to the A t'rnlt. '.y...
o. Th. dl.trlbutlon 1. 1...dllt. .nd 1. bl..d on the
'Irtiolpant'. .~, v.lu. I' 01 I ~ .onth .nd/y..r,
but no IIrUn th.n Jlnuary 31, lllTlilhcth. d.U 01
.nnouno...nt .nd .vlillbl1lty of '~PI,
I Ch.c~ thl. bON .n4 .p.ol1y the .onth/Y.lr, b.loWI
(dIUI
above It.. c, i. lnt.n4.4 only lor
for Illoclting the Alt.rn.t. tlY"" .hlr..
ot t. t
2, FUTURI PITIRHIHATIOH AND DIITRIIUTIOHI
Tha Alt.rn.ta 'Ivai" .hlr. of ,R' .IY b. .chl4ulld lor
4It.r.ination Ind 4i.tribution It loml ti.. in the future bl..d
on I future .onth Ind v.lu. of the ..rtioiplnt', PRP,
1"'O~T~T HQrl~1 I. .w.r. th.t it... .. b" Ind 0., b.low
ira ..unUIIlV"op.n~.n4.d" in tn.. 01 tha ."ount of the Altern.t.
'IY',', ultl..tl b.n.llt,
~IHIN~~I A. 4i.ou...d ip the a.n.r,l In.truction., It... b. Ind 0,
~Ib.lowl r.quir. the Alt.rn.t. "r'l to provi4. the ,l.n with
.ik .onth. writtln notiol prior to .otua di.trlbutlon.
I, I xl Th. di.tribution to the Alt.rnltl ,av.. i. ba..d on thl .R'
valul .. of the dltl th.t thl 'Irticlp.nt oo...no.. rlo.ipt
of b.nIUtI. '
b, I
Th. 4i.trlbution to the Alt.rnat. "V" 1. b..ld on the ..,
v.lu. " of . ,plolfic .onth .nd'VI.r or .v,nt It ,o..tl..
ln thl luturl, '~Olpt not l.t.r bin thl lafll.r 0' tha
,artioipant'. .Iparationt r.tlr...nt, or pr.~r.tlr...nt
da.thJ or It the Alt.rn.tl ,.V.... I.rly co..,ncl..nt of
Corl b.n.flt., il .ppllc.bl.. Di.trlbution wlll b, no
.oonn th..ll
c, I
I.onth Ind/VI.rl or...
Clvlntl
I Th. dl.tributlon 1. b..,d on the .., vIlu. .. 01 I 'uture
.onth .pd/v..r .l.o~.d bV the Alt.rn.t. tIV", ,NC.pt no
lat.r than the iiil1ii 01 th. Plrticlp.nt'. r.tlr...nt,
"plr.tlon or prl"r.tlrl.ant d..th, or It the Altarnet.
'IV.I" .Irlv co...nc...nt of cor. b.n.'lt., l' Ipplioabll.
I conUnuld I
~ A.I -
d. I
I.
.
J ~ 'uturl di.tribution to thl ~ltlrnlt. '.rll i. bl.ld on I
pr.-dltlrMin.d ,plci'i.d IMount .. .hown n It.. I,."
IbllowI, I' the '.rticiplnt'. Ippliclbl. 'utur. ,ft, blllncl
i. n21 .u"ici.nt to covlr the .p.cifi.d 'Mount, the
'.rTlOip.nt'. 191I1 .ft, b.lancl will b. di.tributl'. '
Di.tribution i. to bl ald. .t the .l.ctio~ 0' the ~lt'rnat.
"Y'I, but no l.t.r thin the ..rli.r 0' the 'articlp.nt'.
"Plrltion1 r.tir...nt, or prl-r.tir..lnt '1lth, or It the
~lhrn.h r.y..'. IIrly 1l0...nU.lnt 01 Core bln.Ut., if
.ppHub.. ,
0'
n"9ftT~1 "Elm/DEft t
or.r or .p.ci'l.d
per.iltU!!.! '
~. di.cull.d in thl .tlndard. .nd conclpt., an
lixld aonthlv litlti.1 ,ft. p.~.nt. i. not
~ .p.clflld total dolllr a.ount of .
IHOTEl Itl. ~.I.I" abOVI, .u.t 11'0 b. Ch.ck.dl.
~ .p.cili.d p.rclnt... 01 th. 'Irticiplnt'. .ppliclbl.
tot.l ,ft. vIlu., d.t.r.inld I' 0' I Ilonth .nd d.t. indicltld
in Itl'" ~., abOYI. InUr puunt t ,.
If Corl b.nl'it. .rl involv.d i~ th. QDftO, UI' thl ....
'orMul. I' citld for thl dl.tribution 01 Corl blnlfit.
.. notld in ror. ~I 'Irt~. ~fH~~~fftl !hi. box il to ~
Y!!! onlY if Cor' i' tnyolvI4,
., I J ~ .p.cHlc 'orllu1l reducible to I puclnu," (IMlaplu
Irl .hown b.lowl.
Chick onll
I,
2, I
), I x J
Thi. Ilt.rnltiv. a.~ con.ldlr 'Irticipant a.rYic. whill .Irrl.d
Ind/or ..rYlcl to t I tta. 01 Ilplr.tion or diyorcl. Th. forllul.
alY 11.0 con.tdlr t It the .,flcttYI dltl of IIH'. tntroductto of
,ft, WII ".nuery it, Uti. tit
I 0111 cl d
o ..
BOTEI I' the dltl 01 d.t.raihltton of the ~ltlrnltl 'IYII" .hlr.
~. 0' I futur. d.t., I"'" dlt. of r.tir...ntl, tha IctuIl
p.rcant... will ba cIlculltad It th.t futura dlt., If tha
dat.r.in.tlon 11 taMadiat., the foraul. will o.t.n.tblr lock in I
lixad parcantl.a, Ind aay ba u..d al I work.h..t cllcu Itton for
anterin. in lUll 1.2., abOY'.
ITh. .lln will round to four d.cta.l plica. for Iny r..ultin.
irlctionl, I.", )1,1"1. '
IIMI.pll. illu.trltld, na.t PI,I'
- ~ .10 .
Inter 'onuh I
'~'~I a I
A..ua. . 10' .w.rd to Alt.rn.t. '.r.. ~...d on the
'ollowin, 'orllul.1
.......................................,............
......... !
..rri.d while ,l.n ..rticip.nt
1I0nth.1
lat
. to, X 10' equel. ao,
210
JllAH'U a I
A..u.. . 10' .w.rd ~o Altern.t. "Y" b.e.d on .
'o~ula whi~h .1.0 ~on.id.r. the d.t. th.t th. .~.
bene'it w.e introduced I
....................................................
rra~Uonl
Huab.r o. lonth. lI.rried while ,lan ,.rticipant
and ~:Plo~IH' .inoe ~.nulrr Jl, 1"1,
-~ 0 , ..nlc. oflauu unc.
J.nu.rr JI, 1..1 to the date o. d.t.rain.lion
o. Altarnlte ..r., I. .hare 0' 'U. (AIIUII. no
.0nth.1
n
. ai' I 10' equ.l. 13'
I. I
)
110
A .pecl".d tot.l doll.r ..ount o' .
or the '.rt'cip.nt'. tot.l ,~. yalu.! wftlOftlv.r
H2t11 J' th'. it.. i. eh.ek.d, It.. A.a,d, luat
COiphud.
.
II ud,
allo b.
c.
I
cO U co.. A. I., abOY'. (,rior to cO..lnel.ant 0'
paralnt(.I, the Altlrnatl 'aVI' .uat .ubalt the .pplleabl. 'ora.,
..,., fa. (I~' Wt., .nd .tat. t'K 'or.., if .ppllelbl'l, ,~.
.llction 'or., birth c.rti'lc.t.(.I, .tc.l
(conUnuadl
. A.U .
.
c:buk 0111 bOil 1
1. Altlr thl Altlrnltl 'IYII'. .hlrl 01 thl 'Irticiplnt" ,~, i.
dat.r.intd, thl Alttrnltl 'Iytt can rlcllvl tht blnlllt in an
i...di.ta .in,ll lu.p .u. plvalnt.
Th. ~ltlrnltl 'IYII i. to rlcllvl the ,~, .hlr. in
In i...di.t. .invl. lUll' .u. p.ya.nt.
a. Alt.r the Alt.rn.t. 'lyt.'1 Ihlrt 01 the 'Irticip.nt'l ,~, vIlu. il
d.t.r.in.d, the Alttrnlt. "YI' .IY convart it to I lonthly Plvalnt
1if.ti.. Innuity to co...nc. IIItctlvI im..dilt.ly or deltrr.d to a
lltlr dlt., Thl ,lln'. Innuity convlr.ion Ilctor. will b. u'ld
bll.d on the IVI 01 the Alt.rnlt. '.YII .t the ti.. 01 b.n.,lt
co....nc...nt.
I, I
IIt'OItTAtlT ftlEHI"DE~' ItJOMlDlIIQ ~ ,It, Nltl\lnr c
,
JI In .nnuity i. contl.pl.t.d, und.r c.rt.in condition. th.r. .IY
JLql bl .ny Ip.chl Idvlntev, 01 reo.1Yin; it throuoh the II"
Ji(ir...nt ,11n, .. di.ou.I.d ..rli.r in the conc.ptl .nd .tlndlrdl
I'ction .t the b'oinnin9 01 thi. ror..
II Cor. b.n.,it. .r. a1.0 involvtd in the QD~O l,art a 01 rorM ~"
the Cor. Innuity lu.t allo co...nc. ,t the .... ti.. Ind in the ....
lor. .. the ,~, annuity.
While the ~lt.rnlt. ,.y.. ..y r.c.iv. .onthly ,~, annuity p.v-.nt.
prior to the r.tir...nt 01 thl ,.rticip.nt, dlP.ndinv on the I;' 01
thl ~lt.rn.tl 'IY.I .nd/ llor cor. b.n.,itl' the nuab.r of Y.lr.
prior to the 'Irticiplnt" 191 .5 It thl ti.. of b.nllit
cO..lncl.lnt, thl .onthly blnllit .IY bl .ubltlntillly 1.1111r than
anticiplted,
., I X I Th. ~1tltnlt. ..y.. 11 to rlc.lY. thl U, .han in the
lora 01 .n Innuity. H2I1c ~1. box 1. ch.c~a4L
you IUlt 81'0 co.pl.t.~.
~. Th. ~lt'rnltt 'IYlt .ar h.v. tht option to ..l.ct the for. 01
pa,..nt 01 the ,A', l' thtr lu.p ,UI or .onthly annuity ,aYM.nt., '
II thi. option 1. '1 tctld, tht Iltction .u.t ba .adt within to daYI
01 the 1IIIetivI date 01 dl.tribution Iftlr tha .hlra ha. bl.n
d.tar.in.dl.
Th. lat..t data thlt the IllctioD cln b. .Id. i. the larlitr 01 tht
d.t. 01 ..parltion, ratita..nt, prt-ratirt.ant dalth or the d.tl of
cO..lne..lnt 01 cora blnlllta, il .ppllcabla.
lcontinu.dl
. A.U -
'~"~TI9" qr PP~9" ~IR '"I 'tH @l1JJf~'~ ,~
I
I
i
3, I x I 11. I Ultt_MD\li tv I Alter the nlu. of the Al tlrnttt 'IV'" I
mfiliaiTffiln.d, it will vrow .t th. _inillUII .p.cUhd
'l.n rlt. (curr.ntlv .", Ind will b. convlrtld into.
lU.U". .nnlaity, with p.p.nt. COIIII.ncinr h tht Alhrnltt
'IV" It the till. ch.ck.d b.low but not .t.r th.n the dlt.
01 the 'Irticip.nt'l IV' II, It i. und.r.tood thlt if Cor. il
involv.d in the QDftO, plra.nt. otnnot b.vin lDtlr thin the
COII.lnc..lnt of Corl b.n.,it., c,. .. w ,
!Hl9ft!~/T ftJ~IHD'~Jn~"~~D MmlIUI One. pI)'!I.nt.
oOIlIl'nc., h. is. illniiinuHYrilllUhj fliIrillht 01 the Allnutt
'IYII r.Vlrdl.l. 01 the d..th or .lection. of the 'Irtioiplnt.
conv.r..ly, il I '.rticip.nt di.1 ,'t.r the dltl 01 IIp.r.tion, 'nd
prior to the cOIlII.ncIII.nt 01 .n Alt.rn.t. ,.y..'. d,'.rr.d .nnuitv,
the Alt.rnlt. ,.y.. ri'k' the 10" 01 .11 or . p.rt 01 the ,ft,
.h.r., .. di.cu...d in It.. '.d., P'II' A,I.
Th. .har. will r.v.rt to the '.rticiplnt il the ~ltarn.t. "V..
pr.d.c..... the ..rticip.nt prior to the oO'Il.nC'II.nt 01 .nnuitv
p'YIl.nt. to the ~lt.rn.t. 'IV'"
II the 'Irticipant ..p.r.t.. Iroll II" prior to r.tir..,nt
.lillibility, the ~lt.rn.t. ,.y.. .'Y .l.ct to oOIl..nce r.c.ipt 01
p'YII.nt. .t the d.t. 01 ..p.rltion, or IIIV d.llY cOIlIl.nc...nt to the
..rli..t d.t. th. ..p.r.t.d '.rticip.nt i. ,1iVibl. to co...nc.
b.n.flt., ',11" '.rticiplnt'. .v. 55. 12, or'l. ,
Ch,ck on. box, if ord.r.d or option.l for tb. Alt.rD.tl "Y"I
., I xl Honthlr p'YJI.nt. w1ll eOIlIl.nc. to the ~lt'rn.t. ,.y.,
.,f.ct v. wh.n the '.rticip.nt COIlIl.nel. r,clipt of
ban.fitl, or...
b, I I Honthl r p'YJI.nu will COIlII.nc. to the ~1t.rn.tt "V"
.,f.ct v. .t . d.t. in the lutur. no .oon.r th.n
(.nt.r .onth .nd/v..r" but
not ~.t'r t~.n the '.rticip.nt'. '11' .!,
I.
roc e p .t
co.pl.t. th. n.e....ry ,l.n Illction 10rll(" Ind .ub.it hi. or her
birth c.rtificlt. I' w.ll .. th.t of the b.n.flet.ry. (if .l.ct.dl'.
1~:Q"T~T-!lHIHPI~" Thi. .l.ction will not Ipply if the .ft, i.
u liiiily-aIiIfI6Ut.d in . .lnlll. lUllp .u. to thl Alternlt. ,.y...
If cor. i. involvld in the QDftOi thi. .ft. .l.ction IIU.t b. in the
.... forll I. cor. Ind the lIonth y Innuity b.n.fit. .u.t OO'II.no. It
the .u" till', ')"!~~!~l.LJ!....!nn!!.
Ind eo.plltt t/ll-.r~~ ft-;-
A. diuu,"d in the IU.llary .ndth. InfotlllUollal ouilll for, coun..l,
I J'. .l.ction with .o..onl othlr thin the 'Irticiplnt ., the
(oontinu.d.
. A,U -
lal'~r'Q" 9' Q~RO" ~.~ THI I'~ ~tJ"~HT ,~
'lle;. ,hdr1 ·
b.n.'lcl.ry! 1. .Wb~.ct to an 1ft. .ropo.ad R'9ul.tion/ whicb ..y
llalt tb. '1.ctlon r19bt. 01 th. Altlrn.t. "YI..
cb.ck on., i' .pplicabl'l
~ll AnV .l.ction otb.r tb.n .1nVl' lila rl~uir.. th. 'lan'.
~riil Ictu.rial r.~uctlon bl .ppllld to thl blnl'it to P,V lor thl
co.t 0' th. J" COYlrIV..
HQTI_il JI J" a.. tor. 1. .l.ot.d, thl co.t to tha Alt.rnat. 'av..
WTITl5. .11vhtlV laro.r, but will r..tor. the Alt.rn.t. "V..'.
b.n.,lt to it. orlvinll unr.duced .ln9l. 111e 'Mount, i' th.
b.n.,lcllrv pr.d.o..... tbl Alternltl 'IYII Innuitlnt.
Th. .llotlon 1. to bl thl .Ial e. Illcted lor Corl
bln.'lt., !L-1iE1!~I', '~~I~d .nt.r \h,
llntW-lLl.ll.Ui.:ll'. 1,:.:::H::nIL!,
.1nvll-ll'. blnl'lt to tb. Alt.rnltl 'IYII wlth no
J" b.n.'ici.ry,
), Th. 'Irtlcip.nt I' J" b.n.'iollry It 100',
I I chick hUI 11 JU auton 1. Il.ctld,
t. I Th. 'Irticiplnt II J" b.nl'ioilry It 10\,
I. I xl
a,
.. I
I ) Chick hlrl i' J" R..tor. i. .l.ot.d,
Th. .arUclpl'lt u JU h.n.Uohry It -,.
.ny oth.r plrolnt, on a whol. perc.ntli_ De.1'r-
I I Chick hln 11 JU "utore 1. elloUd.
linter
6, I
C.nt.r nl.ll II J',
Clnt.r I Plru.nt on a whol.
)
bln.flcury It
pue.nuVI buU.
IHPOJlTNIT aIHlItp'JI',
ItlM 6. ,lboYI, i. .Wbj.ct to thl propo.ld la. rlvulation
prlvlou.ly dl,cul'ld.
I' thl. Il.otion 1. ..dl, the blnl'lolarv .ay b. anyonl/ ,xc,pt
tha pOI.lbll nlw ,POU.I 0' lh. Altarnltl 'IY", How.Ylr/
cov.rino ,0'lon. .uoh younv.r tbln the Alt.rn.t. 'IV"/ ,uGh ,a
I Ghl1~, will r..ult in a dra.atio r.duotion 1n tha Alt.rn.t,
'Iyaa'. b.nl'lt, Al.o, thl. Ilaction .IV bl .ubjlot to a l"al
.a~l.WI plrclnt el.ctlbl., 11 thl b.nallciary 1. .uch youn,.r '
than tha Altarnatl ..yaa.
,.
, '
. A,U .
II'
"
'"
rRI'~TIO" or qDRO'I.UNDla 7Uf 11M "T~~HI~ ,~
r.
!lHlt~1 ~. pr,viou.ly not.d, the 'R' pr.-r.tir...nt .urvivor
~i. jn9P.r'~4Y' one. the .h.r. i. di.tribut.d to the
~lUrn.t. 'IYi..
~. di.cu...d on '1\1' ~", it.. t, the ..ount 01 the ~lt'rn.t.
"V.I'. .urvivor b.n.fit M'V b. .iflctld if . ..p.r.t.d '.rticip.nt
dill prior to thl co...ncl..nt of the ~lt.rn.tl ,.V.... d.f.rr.d
.nnuHv.
1, I X I Chick hire 11 ..., pu-uUre..nt .urvhor COVIU\I' 11 to b.
providld. Thl ~lt'rn.t, "VI. will hlv, the option to ChOOl1
the lor. of plV-lnt 01 ,ft" if the 'Irticiplnt di.. while .n
.ctiv. .MploV",
H01E 11 ~. not.d in the 'u..lrv Ind lnfor..tion.l Ouid. for
coun..l, .n .x-.pou.. ~lt.rnlt. 'Iy"" b.n.fit i. bl..d on t~.
tot.l QDftO Iw.rd, co.put.d " of th. d.t. of d'lth of I '.rticAp.nt,
who i' not .Ip.r.t.d or r.tir.d, If the ~lt.rn.t. "V.. i. .till
the 1'\1.1 .pou.. .t th. 4.Mi.. of the 'Irticiplnt, the b.n.fit i.
bll.d on 100\ of the totAl PAP v.lu. on the d.t. of d..th.
HQ1~21 ~ n.w .pou.. of the ..rticip.nt, if .nv, "ill b.
iUtoiiitic.l1 V cov'l'Id, but the COV.tllI' w11 1 b. .ubjlct to the
rioht. of the 'X-'POU'I ~lt.rn.t. "V...
0;
i~'~~~~If:1 In .ccord.nc. with .t.nd.rd ,1.n provi.ion., thi.
.n rr-I. on op.r.tiv. il the '.rticip.nt i. un..rri.d .t the
,.rticip.nt'. .l. of d.ath (.nd h.d not ..par.t,d fro~ .ctiv.
.t.lU.), Ind 'ft' hll not Ilr..dv bl.n di.tributld to the ~lt.rn.t.
"V'" Thl onl V lor. of P'VIllllt .vlihbh it lullP 'UII.
1, Ch.ck h.r. 11 ,ft, .urvivor b.n.fil. Ir. ord.r.d lor. non-.x.
'POU'I ~lt.rn.t. 'IV",
n....
I
llhuk Oh. .nd
PI" only
.~&tl!ll
I I
HV .ntir. .ntitl...llt con.i.t. ofl
core onl V
I X I loth ,ft. Ind COrl
I d.f- ~l tlrnltl "VII" inHUlI
- ~,1I -
IF ~"IoICMU, 'LI~II COH'UTI 'I'JII rOIoI.OIlIIlO Nfl) IIIIUIlI 'I'JII TUtt. ~1lI
R.'.RINCID III ~D COH'ATIIIoI IIITH THI DOHI.TIC IlILATION. OIlDIIl, ~1010,
U'I ,AIlT I or rOIlH A fOil '"', If A"LICAJLI. .LIAII I' CIIlTAIII TO
COll'LITI THI II0II~TUIlI('1 ~D ClllTlrlCATIOH IN 'AIlT J or TNII rOIlH A.
,arUel,.nt'. N'.'_ ;lohn Argibay 'trill Nuabtr 21)2341
'.rtlel,lnt'. .oelll 'Iourltv 110. 172-42-4154
..
HQH' All blnlllt elleulltlon. I" I' 01 the .nd 01 I .onth, All
iT etlvl p'yMlnt dlt.. .ntlrld b.low lor cor. b.nlllt. .hould b. ..
01 the b,vlnnln, 01 I .0Dth.
ItIG~IMT "~HltIPnl A' dllllulI.d on ,." J.J 0' thl G.neral
tIDtUetlonl', an I..edlltl IU.etlvI ctat.. 01 dlltrlbutlon wUI bl
II 01 the Ilrlt d.V 01 . .onth .nd JO dlV' .Itlr thl ...out.d ord.r I.
r,cllvld bV the WV.tt co,plnv. 1114'. r.prl.lntltlv.. Althou,h
dl.trlbutlon 01 b,n,'lt. to the Alt.rn.t. 'IV" will bl II .oon I'
po"lbl. ,It.r the .11.etlv. dlt., .n ov.r.ll .1.tV dlV p.rlod .hould
bl Illow.d lor ODIlO r.vllw .nd qu.lllle.tlon, .lln .l.ctlon. (II
.ppUelbltl .nd p'VI',nt proe...ln9- t .llt II .t n t D 0
~Ol' not .a.t tht-tbov, ora~.rl', ll-
~. 0 I" '
o co en,
t the .ppllo.bl. lor.. ..v., T'M (JIl. wt-, .t.t. t.M
II .pplle.bllll, birth e.rtllle.ta(.), .l.otlon ior.., .tc,
chick onl box t
cor. p.,..nt. oo...ne. whln the '.rtlclp.nt blvln. rlo.lpt 01
bln.lltI.
a, cor. banlllt p.ya.nt. "V CO..lnOI, .t the option 01 the Alt.rnlt.
"~II, or It .0.1 oth.r .plclllld lutur. dltl'lv.nt, Wltbul1K-
~rltt.n notl~1 to Th. IIVltt co.p.nv, I H'. r.pfiiii[i(Tv..
~~l b. the d.t. thlt the 'lln 'Irtlclp.nt I.
IIIVlbll to r.ollv. cor. r.tlr...nt b.nlllt. [or v..t.d rl,ht.
Inoo.a), wh.th.r or Oil the '.rtlolplnt .ctua IV .l.ct. to r.o.lvl
the b.naUtI,
Th. .l.otlon 01 .arl, eo..ane...nt o' p.va.nt. wtll r.qulr. an
.ctu.rl.l r.ductlon b...d on .ort.lltv t.bl.. and .ppllcabl.
lnt.r,.t 'or l!!b v..r prior to the ,.rtlclpant'. nor.al r.tlr...nt
.v. (I,. U),
IH'OIlTMTHQIlI II tbl. It.. i. ob.ek.d and tb. option i. n.v.,
~a p.,..nt. to the ~lt.rnlt. "VI' will oo..ane. wh'n
th. 'Irtleiplnt b.vln. r,c'lpt 01 p.,..nt..
IIHI~1 II ,", b.n.,it. arl paid a. an annultVL cor. bln.,tt.
~o bayln .t thl .... tl.. and In tbl .... lor., .Yln if tb.
rlrtlclplnt . not .IIVlbl. to retire wh.n ,", .onthlv ,a,..nt.
co...nce,
(continu.d)
L I xl
.. ~,20 "
,
I Thl A~t.rn.t. 'IYla tltlina tha option to Ilact ..rly
corl ~Inl'it. .nd will providl thl 'l.n .i. .onth. writt,n
notic. o. a1action,
b. I I Thl Alternau 'IVII ihllta to ulldva IIrlv bln.UU, It
ao.. ti.a in the 'utur., 1I0..anlling no .oonar tban,
Cantlr I aonth/ba,innin, d.t. at or
..tlr P'rticipant il .ligibl. to r.tir'I. Tb. Ait,rn.t.
"V'I will providl tb. 'l,n .1. .ontb. writtan Dotio, il
aerlv ,Iv-.nta Ir. al.ct.d.
II. I I If the ..rUlIiplnt bll .J,rlldy n.ch" 'uylbU1tr 'or
rltir...nt Alt.rnlt. "r" Il.llt. to r,lI. v. .er y
blnl.it. .i'.Qtiv. i..,d .t.ly upon ,ulli.ill.tion and
prolllllin9 01 QD~O.
Chich tbl. box, if applicabll,
J. Initi.tion 0' Plv-.nta b.for. the ,.rtillip.nt r.tir.. or co...nCII
nClipt. 0' con b.nlUtI wUl pnclud. thl AJurnlt. PlVII hOIl
.herin, in .nv po..ibll future cor. ~.tir...nt ,l.n i.prov"lnt..
Howlvlr, thl Alt.rn.tl 'Ir" .IV b. ,ntitl.d ~o .b.r. ln the
~Ierlr ~.tir'lI.nt 'ublidV , Clpplicabla onlv to cora b.nl'it'I, II
dllllr bid in tb. 'u..,rv Ind the In'or..tional GUid. 'or coun'll,
I. I
I!2UI
I, I
UII till. box
I I'.n option 0' alrlv cO'.lnol..nt 0' cor. banaiit. i.
Ix.rol..d, ohlllk b.r. il the Altlrnlt. "VI. wiil 'bar. in
the ,lanl. lafly aaUnaant .ubaldV. .
,
va." Con
loorued core
..
chlok Onal
J, I x I A IPllli'i,. P'rClnt.,1 0' ,.rt.ieipent'. blnl'it,
Inur perolnt I 50 ,.
2. I I A ,pIlli'io foraul. raduoibla to . plrolnt.,al
!!!ffl!!1 I' ,~, i. involvld, thia .... fo~ul. ~.y b. ulld for thl
ation 0' the Alt.rn.ta 'aVII" .har. o. tb. 'artioipant..
applio 1. totll ,a, valu., I' diloull.d in ,.rt J.
ngrll Thl 'lln will round to 'our dlci.,l pliO" for Inv r..ultin,
liiCtion., ..,., J'."'.
Inter ro~uh I
t....pl.1 10110W, nlMt ~
. A,U .
-~
.
I~'U 11
A..u.. . 10 , .w.rd to Alt.rn.t. "V" b...d on the
'ollowinv 'or.ul., with '.rticip.nt ultl~.t.1V
r.tlrinv with al. v..r. 0' ..rviC'1
.....................................................
fnction t
'.rticip.nt'. r.tir...nt lor v..t.d rlvht.
..p.r.tlon, d.t. or to the d.t. 0' Alt.rn.t.
..y..'. co...nc...nt 01 ..rly Cor. b.n.,it.,
IA"U" Jl0 .onth.,
121
------- . 10' I SO, I Cor. I.nlllt .
. IIAH'U a I
310
· Typlc.lly undlr thl. loraul., the '.rticip.nt'.
~ ..rvic. .nd I.rninv. .r. con.id.rldj
lfiifilor., the ..ount i. b...d on . lutur. d.riv.d
cor. b.n. it 1',9., .t r.tir...nt, ,
A..uI. . 10' .w.rd to Alt.rn.t. "Y" b...d on
.p.cilic '~rticip.nt ..rvic. .. 01 the d.t. 01
..p.r.tion or divorC'1 IHOTII fhi. ..thod would
....nti.llV lock in . 'ix.d p.rc.nt.,.,.
....................................................
I HuMb.r 01 lonth. ..rri.d "rtici"nt
friction I d
0 0 . 0 0 t
II 01 d.t. 01 Itpn.tioli IAIIU.. 207
.onth.,
121
---.... . lI,tO' I 10' I core ..n.lit ·
207
~. I
· II . .p.cillc Cor. b.n,'lt ..ount 1. u..d, I'",
.. 01 the d.t. 01 ..rlt.l ..p.r.tion', the 'orlu'.
would dlriv. .n ..ount .quiv.l.nt to a ,plclli.4
fl.t doll.r 'Mount, .ilil.r to I. ~., b.low.
I 'A .,.clli.d fl..4 do11.r Corl ..ount p.r lont.h 01
. , but not to ,.c'ld the '.rtlclpant'.
.ctuariillV .qulval.nt tot.1 .ccru.d bln.,lt at the tll' 01
QD~O quall'ic.tion by IIH.
I Th. QDftO wlll ~. r.j.ct.d i' the above
n In. c " 0' th. ',rticipant'. lotal Iccruld b.n.rit
Ir.duc.d Ictuari'lly 'rOM a,. '1' It the ti.. 0' QD~O
qu.lific.tion by IIH.
At di.cuII.d 1n thl InforMltional Quid. 'or coun..l, 11 ..rly
COI..lic...nt 01 paYMant i~ .l.ct.d, the ChlfV' back to the
Icontinu.dl
- A.:U -
'Irticiplnt'l b.n.,it will b. d.riv.d 'roa th. ..aunt which i.
.ctulrilllv .quivIllnt to thl liMld aonthlv laount, Thi.
..ount .'v bll&vni'l;1Dllr ,r..t,r th.n the .ix.d dollar
laount .hown ~
II .R' il involv.d, I lIlt doll'r 19nt I l~
garmo' b. !lrlliJJ. alTfi Ai limet. 'a. .. If ~
~on .n Illocltion D' t . 'Irtioiplnt'l tDtll
,~, Cllh valu.. I' a'.' annuitr il .l.ot.d or ord.r.d thl
~ltlrn.t. 'IYII'. dltlrainld .har. will ba conv.rtad into
apnthly plV-lntl bl..d on th. 'VI D. thl ~lt.rnltl 'IY.I Ind
,l.n .nnulty convlr.ion I.ctorl It thl ti~. 01 co...nc...nt 01
pIV-Intl. C'" 'Irt 1 01 ror. ~ for 'urth.r dllcullionl,
c.
Chick YII or NOI
I X I Yu
I I Ho
tl(,"!'~' ;.. pravioullv notad. 11 .n IIrlv pIv-.nt option il 'lCuciud
bv the ~lt.rnlt. 'IY.I, .nv ,lln i.prov.a.ntl, whlch ar. .ff.ctivI
,Ubl.qulnt to co.a.nc.~.nt 01 Ilrlv Plyalntli will ni! b' availlbl.
to thl ~lt'rnat. 'Ir'" In addition, Itat, aw aav put liaitl on an
~lt.rnate 'Iv.e'. r vht to .hlre in po"ibla luturl iaprovl.,ntl.
Yl;Iltlll,1I I Whln applicable, 11 ..rl~ core blnaUtl coaalnc. dUI to
Ifi, cfeation of . 'R' .nnuity, thl It.rnatl "VI. will .ial1arlv
not bl .livibll lor .nv .ub.lquent olt-b.nllit coa..nc..ant
1Ilprov...ntl, C,u .art 1 01 rora ~ ior lurthar dllculUon I .
D.
'Y~VIVO"
1. I X I
ch.ck h.r. l' 'r.-altlr..lnt apoull 'rot.ctlon C'R") 11 to
b. provld.d,
UQIlIr ~. prlvioully dlICUII.d, l' In ~ltlrn.t. 'IV" hll
tfiiIOption and .l.ct. to co~.ncl Ilrlv p.ya.nt., I ,ai'
provilion ln th. QDao would bleD.. ~~oP.~.t&v. .t thl ti.e
larlv plya.ntl blvin.
~I notld in th. lu..arv and In'or.ltional Guidi lor counlll,
thil bln.,it will bl providld at no coat to thl ~ltarnat'
,ayael and will ba bal,d on thl Itandard 'Ian of faring 'oraula
la 10\ blnlfit oalcullted on In actuarially r.ducad Joint.
lurvivor blnlfit. ba.i.1 appli,d to tbl QDJO b.n"lt at dlt.
0' de.th of 'articipant li.I" 10' 0' QD~O ..ountl. If thl
~ltlrnltl ,av.. i. .tili tbl llgal .poua, at the 'Irtiaipant'.
(continud)
- A.n -
l!I'~T'Q.lt 9f PDft9""" TJjJ,-1IlU.1'U"~'1.fT tIIM
dlt. 01 d'lth, the r.,ul.r .ft., 'lan provilion will .ppl,.
~ n.w IpOUI. 01 the '.rtioip.nt, if .nv, will bl luto..tielllv
cov.r.d, .ubj.ct to the riehtl 01 the IX~lpOUI' ~lt.rn.t.
"V" ,
~t If 'R' i. involv.d in the QDRO, 'R' .urvlvor
tiiffiTlli .IV b. IVlllabl. to the ~lt.rnlt. "V... II
.pplicabl., I" 'Irt I for Iddltional d.tll11.
I,
J. I
!lHJHRI~1 II both the Cor. .nd 'R' b.nefit. .r. to b. dl.trlbut.d
~lt.rnat. ..y.. .. .n annultv, the lorM 01 paym.nt .nt.r.d
~~.t ba t~. .... 'or. .. ,ft, and w~~J .ppl, !o ~~. tot.~
Cblck onel
HQrl~J, ~V el.ctlon oth.r than .lnel. IiI., r.qulra. the .lln"
iOfiir-.ctuarlal r.duction b. appli.d to the b.n.,it to plV lor thl
co.t 01 thl JI. cov.ra,..
"~T~ II XI JI. R.etor. i. .l.ctld, thl co.t to the ~lt.rnlt. .aV'1
~ .11,htlv llr"r, but will r..tore thl Alt.rnlt. 'av,,'.
b.n.,it to it. ori,in.l unr.duc.d .in,l. lill ..ount/ If the
blnlficilrv pr.d.c..... th. ~lt.rnat. "V.. .nnult.nt.
1. I X J 'inel.~ll'. b.n.,it to the ~ltarnata '.v.a with n2 JI.
I.nil ielarv.
2, Th. 'articipant .. JI. ..n"lci.rv .t 100\,
, Ch.ck h.r. if JI. R..tor. 1. .llct.d,
, Th. '.rtlcipant .. JI. '.n.flclarv It 10\.
, Ch.ok h.r. if JI. R..tor. i. .lect.d,
, Th. 'Irtlclpant a. JI. '.n.floi.rv It , Clnter Inv
oth.r p.rcant, on . whola p.rcenta,. b~
J ch.ck h.r. II JI. RI.tor. i. Il.ot.d.
.. I
<<oontinu.d.
, .. ~.U ..
""~TJOH 0'
I. I I
b.nlUcSary It
b.neUchrv I
I I ch.ck h.re II n. ...ton 1.1 .lIct.d,
~~~l ~I dSlcu...d in the ,u..lrr and the Inlor.ltionll
GUli~, I J6. .llction oth.r thin thl 'articipant i.
.Wbjlct to an I.' 'ropo.ld ..gulltion, whioh .IV li.it or .odilv thl
Il.ction right. 01 the Altlrnlt. 'Iva..
,.
llnt.r n..., I' J"
Intlr r.lltion.hip 01
HQTII It thl .boy. .l.otion 1. .Id., thl bln.,101.rr .'V b. InVon.,
iiiiPt thl po..lbl. n.w .pou.. 01 thl ~lt.rn.t. ..r'l. How.y.r,
cOYlrlng .OMlon. .uch vounglr thin the ~lt.rnlt. '.r.., .uch .1 I
child, will r..ult in . drl..tlc r.duotion in thl ~lt.rn.t. "V'I"
b.nllit, Thi. .l.otlon .'V al.o bl .ubj.ot to a l'V.l ..Ni.u_
plrclntagl II thl blnlllcilrv 1. Much vounglr thin the .nnultlnt,
"9>>~TV.II') ~ q'.1"ICAT'9~1
lor
"
" ,
,
'1,1
, III
"
I
I Ii
I'
, ,
,I
I I"
I '
i'
, I
'I
"
, ,
,
, '
,'11 I I
I'
I
,
',I
"1-'
,I
I,
.. A,U .
'''''~TI9" 9r QDIIO" ~'" TN' 11M M'J'J"'HlIf1 'IIM
ro~ A r~TJ~J'~ II MqT f.1 1J~'IYJHq "HI'ITf
u.. fot. I or C ror III oth.r .itultion.~
u.. 'Irt. lind/or 2, I' Ippliclbl.
If91II
'AAT>> - 'Jq~~~'(11 AND Q.IITlrICAJJOH rOil rq~ A
ftQtIl Thi. rora .u.t bl u..d to lor.all, ..acutl and cartir, thl
~lltion or 'Of8 A, .art lind/or .art I (,", IDd/or cor."
l~1 My Intir' .ntitl...nt con.i.t. orl
I , PII, only I COrl only I X I loth PI" Ind Cort
1, I c.rtirr thlt I hlvl r'ld the infor..tionll .It.rill Ind thlt
by co.pl.tion 0 for. A, Ind ,y witn....d .ivn.tur. .rrixld h.r.to.
confirM that tht .tt.ch.d Do..,tic II.1ltionl order .nt.r.d on
(dlta' by the UlJI:t. d (blllln PI.ulB ci Cl.I1I.xJl:larl Clfcourt,
loclt.d in ~~ao.a lltlt., prop.rly rtltrtne.. Ind i. in
.'r....nt wlll\JOi'1Il A and u to b. i.pll..nUd b)' the JIM IItIUre.ant
,lln,
2. .uch i~plt..nt.tion will Vive .. .)' .ntir. .ntitl...nt r.,ardin,
the 'Irticip.nt'l IIetir.men~ 'lln btnlrit., which i. not lubj.et to
chln,1 IXC.pt I' indicltld on 'or. A or b)' lub.lqulnt order by . Court
or co.ptt.nt juri.diction,
>>. Ir I lub.equlntl, di..vr'l With th. tar.. or thi. Do.'ltic
III1.tion. ordlr, a. a 'Ittlr of 11w I hlv. the ri,ht to .llk . rlvi.ld
court ordlr, to thl .xtlnt .110wld b)' Itltl 1.w Ind thl II.tirl.lnt
Iquity Act of 1...,
., Altlrnatl .IIel .,ret. (., to kllp the .lln A~ini.trltor'.
rlprt.lnt.tiv, Idv .Id of Iddrl.. ch.n,I', Ind (b' if Irpliclbl" ,ivI
thl 11M IIltir...nt ,lln . .onth. writtln noticl ror elr y co.mlnce..nt
of tor. blnlfit. .nd . di.tribution of PIIP, I' Ippliclb1..
5. It i. undlr.tood th.t, prior to p.ym.nt fro. thl 11M IIltire.lnt
'lln, I MUlt .ub.it thl 'prlic.bll rlquirld docu..nt't ',V'f III. W4-'
(rlquirld prior to ail PI)'Mlnt'l, .tltl 11x 'or.., (il requlr.dl,
Phn IlIction for'l-;-tihth cart icetlel', ate.
99"rl~.p ~ ~ccl'1'~'
Donna J. Argibay
Print or tVPI Akttrnltt 'Iv.e" ni.1
~ ~)
/ ())t",-,-, / i ,t C; I,k. /
~H. ~it. PI 11<t11~lu~
~ . ,~?.J' ? .;
itiu
(continUld I
. A,U .
.. , c, ,1,"1 ~,II '
,"'I', 1I0NEA OF:-5'~a:o.
"i"')I~WEALTH OF'''~A
, '~I 1-"'''li'U''1''I ~_~V "'(I ,,,,.n
'. ,
~'
199-48-81~J
lIT.rhit. "V..'. 10Clil IlaurllV No.
1/8/58
~ll'rnlt. 'IV'I'. dltl of ~lrlh
C~ctull birth alrtilicltl
r.quirld prior to plvalnt'
115 Paln\wnnci AVAnllfl
Cherry 'I't~. N~w 1oru~~ OiOO~
Altlrnltl .iVI." ~ddrl" '~d 11, COda
T.M, b.nlficiarv d..lvnltion Ind Illction lor.. Ind birth '
clrtillclt'CII, a. Ippliclbll .nd r.quir.d, hlYI bl.n attlchl., al
pav-ant. ar. to coaa.no. .ff.ctlY. i...di.t.1V,
I I lch.ck h.r.,
I
I UnHil11
~9"r'~ID AHP ~9CI'T'DI
Not represented b~L~.
.unt or 1\1l' .,..1 or~ to ~ltlrl\IU "YII
dUI
CllQIIl Ilvnatur. 01 coun..l a. r.quir.d unl... ~lt.rnlt. 'IV" i.
riPfIIlntld bV coun..l, in whioh aa.. thi. bl.nk .hould b. not,d,
r.pr...nt.d bV coun..l," Ind inlti.ll.d bv the Alt.rnlt. 'IV"I,
Il.natUra or Alt.rnata .IVII" coun'll
Th. lollowln; .ivn.tur.. .'V b. optionll, Ind .IV b. coapl.tld bV
Plrticiplnt Ind/er ,.rticip.nt" coun..l,
I~t~
I .
o
/-r
( ft4/.,....
Ilona~uu
'V/X'i'"
att
,-r~
..rllol,..,t'. coun'l.
lcontinuedl
. ~.n -
net
"not
, .
JOHN AROIBAY, I IN THI COURT O' COIOlON PLIAS or
I CUJlSIRLAND COUNTY, PINNSYLVANIA
Plaintiff I
I CIVIL ACTION - LAW
v. I
I
DONNA J. AROIBAY, I No. 9~-37~ civil Tera
I
Defendant I IN DIVORCI
IUl'l'IOH POR IHTRY OF
8TIPULATID DOMESTIC R1LATIONS ORDIR
AND NOW comes the Plaintiff, JOHN ARGIBAY, by and through
hi. attorney, CONSTANCE P. BRUNT, ESQUIRE, and m~ve. this
Honorable Court a. follow.l
1. The above-captioned action in divorce was instituted on
January 24, 199~, by the filing of a Complaint in Divorce.
2. On November 8, 1994, the parties executed a Marital
Settlement Agreement, pursuAnt to which they re.olved all of
their various economic claim. again.t one another ari.inq from
their marria~e, including, without limitation, equitable
di.tribution of marital property.
3. In the aforesaid Agreement, the partie. agreed to the
equitable di.tribution of Plaintiff'. IBM Retirement Plan, which
resulted from hi. empl~yment with IBM, and agreed to cooperate in
the entry of a Qualified Domeatic Relation. Order directing the
di.tribution of the retirement plan.
::l' ",'I
I
~~
~,
~
.1
~
t:
U'l
17. ""
~ "
.,.,.
i.;f
" I
~-..,
.,,;",
f"
I,.',
. .~.,
.;~Jj
~
f!l t ~ i
~ I ~~ ~ ~
j ~
~ ~~ ~~ j~ ~
~ ~ 1:1.
llo~ l~ I
"(J . I
f!l~~ ~ . II il If !
~ ~ .. I
I
dj I
. 8 i
,., ~ I
~ ~
I'
I '
I '
"
, I ,
"
I "
I .,'
I ,
I ,
,I
I
. . ,r , .
" ., , .
. ~- . j ,f' !
'I" .. :r
I,
, "
,I
.. ,I
, .
I j ..j '111 "I' I I J"I I"
I..' ,
'. ' ,
CONSTANC:ll p, IlIU INT
~", )"NFY Ar I,AW
. ,
...~,...
.
MAY 1 7 1995
/1'
,
, ..
JOHN MGIBAY,
Plaintiff
I IN THI COUR'l' 0' COIOlON PLIAS OP
I CUMBIRtAHD COUNTY, PINNSYLVANIA
I
I CIVIL ACTION - LAW
I
I No. 9~-37~ Civil Tera
I
I IN DIVORCB
v.
DONNA J. ARGIBAY,
Defendant
STIPULATBD DO~STIC RELATIONS ORDIR
,6PPLYCABLIl TO TIll IBM TAX-DEPIOID SAVINGS PLAN
A. part of this di..olution of marriage proc~~ding, the
partie. having agreed upon the division of the participant's
account in the IBM Tax-Deterred Saving. Plan ("TDSP") I the court
enters the following Order applicable to TDSPI
1. The party to this action whose acoount in TDSP is
subject to this Order is hereafter call1'ld "Participant" and is
identified a. John Argibay (SS*1172-42-47~4), residing at 944
Springhaven Road, Springfield, PA 19064. Participant'. IBM
.erial number is 202341.
2. The party to whom payment is to be made under this
Order (hereinafter called "Alternate Payee") is the Alternate
Payeo of Participant's interests in TDSP and i. identified as
Ponna J. Argibay (SS*I 199-48-8123), residing at 115 Palmwood
Avenue, Cherry Hill, New Jersey 08003.
6_',
3. A loan to a Partioipant is made by taking inve.ted
funds out of the Partioipant'. acoount. The total value of the
account i. the value of the inve.ted funds and any loan amount.
outstandinq. The available account balance is the amount of
inv.sted funds, which balance doe. not include amounts previously
loaned out to the Participant. The diatribution to the Alternate
Payee apecified by Paragraph 4 is made up to the limit of the
available funda aa of the date of dietribution and doey not alter
the Participant's obligation to repay any loana then outstanding.
4. The Plan Administrator of the IBM Tax-Def.rred
savinga Plan i. directed to make a lump sUm dietribution from the
Partioipant's account in the plan to the Alternate Payee equal to
~O, of the available account balance as of September 30, 1994,
which balance doee not include loan amounts outetanding, as well
ae a pro rata share from September 30, 1994, to the date of
dietribution of any gain. or 10esee in the account on that
amount. The applicable valuation for the account ae of any
epecified date is baaed upon the preceding weekly (Thursday)
valuation date. The pro rata share of gains and los.ee i. based
upon the change. in unit valuea of the fundi in which the account
wa. allocated on the speoified date.
2
. .
JOlIN ARGIBAY, I IN TIll COURT or COIlllON PLIAB or
I CUIIBIRLAND COUNTY, PIHNSYLVAHIA
Plaintiff I
I CIVIL ACTION - LAW
v. I 0
I
DONNA iI. ARGIBAY, I No. 95-375 Civil Tera
I
Defendant I IN DIVORCI
KOTION rOR DTRY or
STIPULATBD DOIlBSTIC RBLATIQNS QRDBR
AND NOW come. the Plaintiff, JOHN ARGIBAY, by and through
hie attorney, CONSTANCE P. BRUNT, ESQUIRE, and moves thie
Honorable Court a. follow.,
1. The above-captioned action in divorce was instituted on
January 24, 1995, by the filing of a Complaint in Divorce.
2. On November 8, 1994, the partie. exeuuLed a Marital
Settlement Agreement, pursuant to which they re.olved all of
their various economic claim. again.t one another arising from
their marriage, including, without limitation, equitable
distribution of marital property.
3. In the afore.aid Aqreement, the partie. agreed to the
divieion of Plaintiff's Tax-Deferred SaVings Plan resulting from
hi. employment with IBM and agreed to cooperate in the entry of a
Qualified Dome.tic Relation. Order directing the distribution of
the eaid account.
,\-"
'.'
-
"
, ,
, ,
:,1,'11, I 'jlll I' I
'..
"
"," r":
, ,-
~',~ 1:.1r.5
'"
'. I .\ ;,~
I'.. ......1
. 1.J
"-..
I' . ~I/,)
.11',
r ' :(l)
. l f ~,.
01, .
:1
,1 <.l
"
'~U,l~j.f,-alJJ.;l..l;""I..' 1I1".a:n.i'a~;,''''Wl-J.~~~M---..
.,'
r'~
'/.
,-t.
IFJ ,.""
,f .,j
~d f;';
~~
1', (;J
o ~.
~~
,2, r-:
8 ~ ~
~Ot-
o U rr;:
!- t) ::
'" ? (,,)
~ .1'. ~J
o 1/1 CJ
(~ r2 ~-~; ~
~~~~
~"B '~i~
---..u:.'lI:
~:
:~
~
.
'"
<f,
g.)
r)
~~ ....,
..t, ~ <It'(,
~ ~
,II 1~.1 I, 11,11 I 18
~~--
",
I'
I
I
II
, '
I !
j
~
'"
~
~
e~
~~
..t, I'"
I.JI'"
or.
e~
~(".i
~~
"'"
8
. .
.....
<.
~
~
, ,
I,
CrlNS'I'ANGH l~. 14auNT
,\I'l'(IItNl!Y""',,\W
"'..."
I
,
,
I
"
'lC&~,.mI1--'--- -...
a
t.. J.
-
~ r ~
-
~ ~
~ ~ ~
~ I I "
. t:
~ ~ '!
~ ~ ~
u ..
. .
Z i.l t. ~ ~
~ ~ ~, 0
Iii ~ i ,
'< H
z ~ g 1::-
0 C
U
a
-
,
" ;
"
"
'I
"
~In J.O> ,UUI
JOHN ARGlBA V,
Phllptl"
I IN TIlE COURT OF COMMON PLEAS OF
I CUMBERLAND COUNTV, PENNSVLV ANIA
llefelld/lnt
I
I CIVIL ACTION 0 LA W
I
I NO. 9S-373 Civil Term
:
: IN DIVORCE
v.
DONNA J. ARGIBA V,
AMENDEP OUALlFIf;D DOMESTIC RELATION~ ORJ)Ji;J!
AND NOW I this _~ ~ dllY of~~~____,_, 200 I, upon consent and
agreement oflhe parties herein, IT IS HEREBV ORDERED AND DECREED as
I
tollows:
1. JOHN AROIBA Y (DaB: 1/12/52; Social Security No. 172-42-4754),
hereinatter referred to as "Purticipant'" resides at 18 Annesley Drive, Glen Mills,
Pennsylvania 19342. Purticlpant's IBM serhllnumber Is 202341,
2. DONNA J, AIWIBA Y (DaB: 1/8/58; Social Security No, 199-48.8123),
hereuHer referred to us "Alternate Pllyee", is the former spouse of the Participunt and
resides ut 115 Puhnwood Avcnue, Cherry lIiII, New Jersey 08003. Alternate Payee shall
he responsible to keep the Plun Adrninistrutor Intilrmed of her current mulling address at
ull times.
3. Participant is II participant in the IBM Personal Pension Plan, (previollsly
named the IBM Retirement Plan), hereinafter referred to as "the retirement plan", which
is '1 defined benefit retirement plan qualified under ~401(a) of the IntemaI Revenue Code
of 1986, as amended (hereinafter "the Code"). The Plan Administrator of the retirement
plan is IBM QDRO Administration, P,O, Box 550980, Jacksonville, FL 32255-0980,
4, Except as set forth herein, there arc no other altenllltc payees under a
previously existing Qualified Domestic Relations Order, This Order amends and
supercedes the Qualified Domestic Relations Order previously entered in the above.
captioned malleI' on Murch 18, 1996.
S. A portion of Participant's retirement benefits under the retirement plnn is
mnrltnl property subject to equitable distribution by this Court pursunntto the
Pennsylvania Divorce Code, 23 Pa.C.S. ~ 310 I et seq,
6, The Alternate Pnyee is hereby nwnrded nn interest in the Particlpnnt's
retirement benefits under the retiremcnt plnn, pursunl'lt to the "dividing" or "separate
Intllrest" method, equal to the uctunrinl equivulent of one-hull' (SO'Yn) of the Particlpnnt's
nge 6S accrued Core benent us of September 30. 1')94 (50% x $1,013.5 II month), plus
one.hnlf(SO%) of the Pnrtieipunt's neerued PRP bulnnce liS ofSeplember 30, 1994 (50%
2
x. $5,917.13) os 0 portion of her equitable disll'ibution of marital ussets, The Plan
Administrator is hereby directed to pny the suid equitable distribution portion to Alternate
Payee directly by means ofnny fonn of payment pennitted by the Plan and not
prohibited by low as the Alternate Payee may elect, which payment shal1 commence as
soon as administratively feasible after Alternate Pnyee elects to commence benellts, but
not Inter thllll the Participant's nctual commencement of receipt ofhenefits, in accordance
with the tllnns of the Plan, Alternnte Payee's benellt may be actuurial1y adjusted to
rel1eet the fonn and timing of distribution and the age of the Alternate PIlyee at the time
pnyment ofbenellts commences,
7, The Alternate Payee shull be provided with Pre-Retirement Spouse
Protection (PRSP) with regard to the portion of the Participant's benellts awarded to her
herein, as provided by the tenns of the Plan,
8, The Pllrticipant and the Alternllte Payee shal1 ench be responsible for his or
her own federal, statc and locallncomo IInd other taxes attributable to any and 1111
payments from the Plan which arc received by the Participant and Alternate Payee,
respectively, The Pllln shnll provide to Pnrticipont nnd Alternate Payee in accordance
with this customary procedure such infonnatlon os Is nonnally provided to Participants in
the Plnn with respect to thc taxntion of distributions from the Plnn,
)
9, The Court reserves jurisdiction over the parties and the Plan until such time
as 011 obligations of the Plan to the Alternate Payee under this Order have been fully paid
and discharged.
Ill, N\' provision of this Order shall be construed to require the Plan, the Plan
Administrator, or any trustec or other fiduciary with respect to the Plan to take any action
which is Inconsistent with any provision of the Plan as now in effect or hereafter
Amended,
II, No provision In this Order shall be construed to require the Plan to:
(a) Make any poyment or take any action with is inconsistent with any
fedcrallaw, rulc, rcgulation or applicable judicial decision;
(b) Provide any type or fonn of benefit, or any option, which is not
otherwise provided under the provisions of the Pllln ond specifically
authoTlzed by this Order;
(c) Providc increllsed benefits (determined on the basis ofuctuarial
vlllue); or
(d) Pay bcnefits to IIny Alternate Pllyee which lire required to be paid to
another Alternllte I'lIyce under another Order previously determined
to be II QUlllilicd Domestic Relations Order.
4
12, The undertakings and obligations of the IUM Personal Pension Plan as set
forth in this Order are solely those of the Plan, Neither IBM Corporation, any of its
subsidiaries or IIfliliated corporlltions, nor any officc, employee or agent of any of the
corporations (other than the Plan Administrator) shall bc dcemcd to have mode any
undertakings or incurred any obligations as a result of this Order,
13, Notwithstllnding IIny other provision of Ihis Order, in the event that the
ParticiPllnt, Altenlllte Payee or IIny olher pllrty clllimlng rights under this Order shall
make any clllim which the Pllln Administrator shllll determine to be Inconsistent with the
provisions of this Order or with any provision of the Retirement Equity Act of 1984, as
amended, the Plan may forthwith cease making any lurther payments to any person
whose rights under the Plan, in the sole judgement of the Pllln Administrator, may be
affected by such claims pendh'l! resolution of such claim or 1\lrther Order of this Court,
and the Plan may IIlso take such further IIction or IIctions as may be permitted by law with
respect to such claim~ lind/or this Ordcr,
IT IS .'URTHf:R ORDERED thllt a true copy of this Order, as entered,
shall be s~rved upon the Plan Administrator IInd shall remllln in elTectunlil further Order
of this Cl)urt, It Is the intcntion of the IllIrtles to this IIction IInd of this Court that this
Order constitute II QUlllil1cd Domcstic Rellltions Order liS such term is del1ned in ~ 414(1')
~
I,
,I
'I'
" I
"
I
"
,
.,'11
'I
'I
H
I' ,
,
,I
, '
,,'
ii'
,
I
I'
"
I,
.,
"
,I'
I
i
,I
I,
",
I)
I
,'i
"
I,
"
"
ViNV^'ASNNAd
JJNn(I''j (I i.' l:llrWlnO
'\
O~i IfJlI/': 11;' ,i'jlll r)
.'H/II,; ,',
'.
,
,
I,
'.
"
"
I'
I'
I
I
II'
I
I'
, ,
"
':1
II
, '
'I,'
.1'll
, "
I 1'1
,I
Qjm c:.., (:1
-
~
r.
~' ".
r" - '. ,
i}fl;' .,., ,
~1.1 ,
..,: 11,1
,,(", :1" I'
~['I . ) if.
~' 'r'. I .~I
',I
:;J ,~) :1/
..
.1:" '-,