Qualified Illinois Domestic Relations Orders:
Information for TRS Members in Divorce Proceedings
QILDRO
TEACHERS’ RETIREMENT SYSTEM
OF THE STATE OF ILLINOIS
QILDRO Mailing Checklist
Please read this important information:
Your mailing to TRS will be returned unprocessed unless all of the following are enclosed:
F Certified copy of QILDRO or Calculation Order submitted
1
F $50 check payable to Teachers’ Retirement System for each QILDRO submitted
2
F $50 check payable to Teachers’ Retirement System for each Calculation Order submitted
2
F Completed Consent to Issuance of QILDRO form
3
F Completed Notice of Confidential Information Within Court Filing SSN form
4
Do not enclose Judgment of Dissolution or marital settlement agreement. It will be discarded with-
out review.
1 Plain or file-stamped copies are not accepted.
2 A new filing fee is required for each submission to TRS.
3 Consent form not required if TRS membership started on or after July 1, 1999.
4 SSN form not required if full SSNs are listed on page 1 of the QILDRO or Calculation Order submitted.
To expedite processing, please direct your mailing to the attention of TRS Oice of Legal Counsel.
Contents
Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Time Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
TRS Benefits and Divorce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Division of benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
What is a QILDRO? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Who is an alternate payee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Issues to consider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
What is a Calculation Order? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
What benefits may be paid through a QILDRO? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What is a partial refund? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What benefits are not payable through a QILDRO? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What is the consent requirement? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What about Social Security numbers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What about death benefits? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
What about disability benefits? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
What about health insurance benefits?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
What about past or out-of-state divorces? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
TRS does not honor QDROs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
What about the buyout programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Benefit Information for Divorce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
In response to subpoena or member’s request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
When TRS receives a percentage QILDRO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
At retirement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
When TRS receives a Calculation Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
At notice of member’s death. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Completing the QILDRO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Regular and permissive service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Completing the Calculation Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
QILDRO and Calculation Order Coordination Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Filing Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Where to send . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
What to send . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Processing fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Certified copy required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Notice from TRS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Implementing the QILDRO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
What if TRS has not received a Calculation Order? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
What if the alternate payee is missing? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Buyout elections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Effective Date of QILDRO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
What happens when a valid QILDRO is implemented? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
When will the alternate payee start receiving QILDRO payments? . . . . . . . . . . . . . . . . . . . . . . . . . 12
Expiration of QILDRO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Amended Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Form Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Page 1
Foreword
This publication provides general information about
Qualified Illinois Domestic Relations Orders, or
QILDROs. This publication and the required forms are
available online at https://www.trsil.org.
QILDROs are issued in accordance with Illinois state
law, Article 1, Section 119 of the Illinois Pension Code,
40 ILCS 5/1-119. TRS has administrative rules that explain
our procedures for QILDROs, Illinois Administrative
Code, Title 80, Subtitle D, Section 1650, Subpart M. The
Pension Code and the Administrative Code are available
on the General Assembly website. Links are provided on
the TRS website.
The TRS Office of Legal Counsel is available to provide
information about QILDROs. However, TRS attorneys
and staff do not testify in divorce proceedings or
provide legal, financial, or other professional advice.
If this information conflicts with applicable law or
administrative rules, the law and administrative rules
prevail.
This subject matter may be of considerable
financial and legal significance. It is strongly
recommended that you obtain competent legal
and financial advice and other expert assistance
as needed.
Page 2
Time Line
Observe the following time line when considering TRS benefits in divorce proceedings.
As you are considering divorce:
Obtain the TRS QILDRO publication from our website at
https://www.trsil.org. Paper copies are available upon request.
45 days before needed:
Request a statement of benefit information for divorce by calling the
Member Services Department at 877-927-5877 (877-9-ASK-TRS).
After court date:
Send to TRS Office of Legal Counsel:
1. Certified copy of QILDRO
2. $50 processing fee
3. Member’s signed consent form (pre-07/01/1999 members)
4. Notice of Confidential Information Within Court Filing form (if SSNs
not shown on QILDRO)
Within 45 days after TRS
receives QILDRO:
TRS sends notice regarding validity of QILDRO. If QILDRO is valid and
uses percentages, TRS will also provide a statement of benefit informa-
tion for divorce.
Within 45 days after member’s
retirement is complete:
If TRS has a valid percentage QILDRO on file, TRS will provide a statement
of benefit information for divorce.
When member retires or when
benefit or refund becomes payable:
Send to TRS Office of Legal Counsel (for percentage QILDROs):
1. Certified copy of Calculation Order
2. $50 processing fee
3. Notice of Confidential Information Within Court Filing form (if SSNs
not shown on Calculation Order)
Within 45 days after TRS receives
Calculation Order:
TRS sends notice regarding validity of Calculation Order.
When TRS receives notice
of member’s death:
If percentage QILDRO allocates lump-sum death benefit to alternate
payee, TRS will provide death benefit information.
Page 3
TRS Benefits and Divorce
Division of benefits
TRS benefits may be a marital asset. Your personal
attorney should advise you about whether a for-
mer spouse is entitled to any of your TRS benefits
and the proper division of those benefits under
Illinois law. TRS cannot tell you how to divide those
benefits or provide legal or other advice about
your divorce.
What is a QILDRO?
“QILDRO” is an acronym for Qualified Illinois
Domestic Relations Order (pronounced kwil-dro). A
QILDRO is a court order issued by an Illinois court
that requires an Illinois public retirement system,
such as TRS, to pay an alternate payee a designated
portion of a TRS member’s retirement benefit, cer-
tain refunds, or lump-sum death benefit.
Even if TRS has a valid QILDRO on file, payment can-
not be accelerated to pay an alternate payee before
the TRS member is paid. An alternate payee will
only receive payment if and when the TRS member
receives payment. An alternate payee will never
receive more or different benefits than the TRS
member is eligible to receive.
The divorcing couple and their attorneys decide
how to complete the QILDRO and Calculation Order.
TRS cannot help you make these decisions, perform
any calculations for you, or tell you whether the
numbers in the QILDRO or Calculation Order are
accurate or consistent with what was decided in
the divorce.
TRS may only pay benefits to a former spouse
according to a QILDRO. TRS cannot pay benefits
based on a QDRO, judgment of dissolution, or mari-
tal settlement agreement.
Who is an alternate payee?
An alternate payee is typically an ex-spouse, but
may be a current spouse, child, or other dependent
of the member. Whenever the term “spouse” is
used in this publication, “civil union partner” also
applies.
Issues to
consider
The QILDRO
allows several
methods to allo-
cate the alternate
payee share. The
divorcing couple,
with advice from
their attorneys
and financial advi-
sors, should consider the following:
• What will the QILDRO allocate to the alter-
nate payee: retirement benefit, partial refund,
termination refund or lump-sum retirement ben-
efit, or lump-sum death benefit? The QILDRO
may apply to any or all, depending on what is
decided in the divorce.
• Which method will be used to designate the
alternate payee’s share: dollar amount, per-
centage of the marital portion, or percentage as
of the retirement date?
• Will monthly QILDRO payments continue until
death, or will the QILDRO terminate after a
specified number of payments?
• For percentage QILDROs, who will be respon-
sible for obtaining the Calculation Order and
sending it to TRS?
What is a Calculation Order?
The QILDRO Calculation Court Order (Calculation
Order) is a court order issued by an Illinois court
that tells TRS the amount of the benefit or refund
to pay the alternate payee where the QILDRO uses
percentages.
The Calculation Order is a separate court order
from the QILDRO. TRS must receive a Calculation
Order before the alternate payee may be paid on
a percentage QILDRO. The Calculation Order may
be submitted with the QILDRO, or later when the
amount of the affected benefit or refund is known.
This two-step process may be useful when divorce
occurs before the member retires.
Page 4
What benefits may be paid
through a QILDRO?
An alternate payee may only receive the following:
• Retirement benefits
• Termination refund/lump-sum retirement bene-
fit (including Accelerated Pension Benefit [APB]
payments)
• Certain “partial refunds” (including Accelerated
Annual Increase [AAI] payments)
• Lump-sum death benefit
The QILDRO may allocate portions of one, several,
or all of these benefits and refunds to the alternate
payee. For more information about TRS benefits,
see the Tier I Member Guide or Tier II Member Guide
available on the TRS website.
Tier I applies to members who first contributed to
a TRS-covered position prior to Jan. 1, 2011, or have
any previous service credit with TRS or a reciprocal
pension system prior to 2011, even if they left TRS
or a reciprocal pension system at any time and then
returned to a TRS-covered position.
Tier II applies to members who first contributed to a
position covered by TRS on or after Jan. 1, 2011 and
do not have any previous service credit in a pension
system that has reciprocal rights with TRS.
What is a partial refund?
The QILDRO allows the alternate payee to receive a
designated portion of the following partial refunds
that a member may receive:
• Refund of survivor benefit contributions pay-
able to a member before death, if the member
does not have any dependent beneficiaries
• Refund of retirement contributions for service
credit exceeding 34 years after July 1, 1998, if
the Tier I member did not elect a 2.2 upgrade of
pre-July 1, 1998 service credit
• Certain upgrade cost refunds payable to a
Tier I member who elected a 2.2 upgrade of
pre-July 1, 1998 service credit
• Refund of contributions for excess
optional service
• Refund of an Early Retirement Option (ERO)
contribution payable to a Tier I member who did
not retire under the provisions of ERO
• Accelerated Annual Increase (AAI) buyout pay-
ment if the alternate payee is eligible to share
in the AAI buyout payment and the alternate
payee has consented to the AAI buyout election.
The amount an alternate payee may possibly receive
from all partial refunds will never exceed what is
provided in the QILDRO.
What benefits are not payable
through a QILDRO?
Monthly survivor benefits, disability benefits, and
health insurance cannot be reached through a
QILDRO. A QILDRO does not make a former spouse
eligible to participate in a TRS member’s insurance.
What is the consent requirement?
If TRS membership started before the QILDRO law
took effect on July 1, 1999, the member’s signed
consent form must accompany the QILDRO. The
consent form is available on the TRS website along
with the other QILDRO forms. The consent form
must be signed by the member. No one else may
sign or compel signature. There is no consent
requirement if TRS membership started on or after
July 1, 1999.
What about Social Security numbers?
The law requires Social Security numbers (SSNs) in
QILDROs and Calculation Orders for tax reporting
obligations associated with payment of benefits
and refunds. TRS understands identity protection
concerns and has policies and procedures in place
to protect your SSN. If complete SSNs are not
shown on the court order, SSNs must be provided
to TRS on an accompanying Notice of Confidential
Information Within Court Filing form. The SSN
form is available on the TRS website along with the
other QILDRO forms. The SSN form is not needed if
complete SSNs are included on the face of the court
order.
What about death benefits?
Death benefits are paid according to the most
recent beneficiary designation on file with TRS at
the time of death irrespective of what the judgment
Page 5
of dissolution may state. When you divorce, review
your beneficiary designation on file with TRS and
make any desired changes to ensure that death
benefits will be paid to your intended beneficiaries.
To change your beneficiary designation, you must
complete and file a new beneficiary designation
form with TRS. The form is available on the TRS
website, https://www.trsil.org, or by calling TRS at
877-927-5877 (877-9-ASK-TRS).
The QILDRO law allows an alternate payee to
receive a share of any lump-sum death benefit
payable upon a TRS member’s death. However,
monthly survivor benefits are never payable
through a QILDRO. Here are some things to keep
in mind when considering TRS death benefits in
divorce:
• TRS does not provide an automatic spousal
death benefit. The member’s current spouse will
not receive any death benefit from TRS unless
designated by the member as a beneficiary.
• The member’s former spouse will not receive
any death benefit from TRS unless named by the
member as a beneficiary or the QILDRO allo-
cates a share of the lump-sum death benefit to
the alternate payee.
• A former spouse is never eligible to receive
monthly survivor benefits, even if named as ben-
eficiary or alternate payee in the QILDRO. Only a
lump-sum death benefit may be paid to a former
spouse.
• If an ex-spouse is named on the TRS beneficiary
designation form, none of the other designated
dependent beneficiaries (e.g., current spouse
or minor children) will be eligible to receive
monthly survivor benefits. You may wish to
discuss the potential impact on dependent ben-
eficiaries with your personal attorney.
• A dependent beneficiary will have the option
of a lump-sum or monthly annuity. Lump-sum
death benefits payable to the QILDRO alternate
payee could be reduced to $1,000 based on the
option elected by a dependent beneficiary.
• A TRS member has a statutory right to name any
person or entity as a beneficiary and to change
the beneficiary designation at any time. TRS
cannot compel or prevent the member from
naming anyone they want as a beneficiary.
What about disability benefits?
TRS disability benefits are not payable to an alter-
nate payee through a QILDRO. If a TRS member is
receiving disability and transfers to an age retire-
ment annuity, a valid QILDRO on file with TRS will
be implemented once the member begins receiving
age retirement annuity payments.
What about health insurance benefits?
TRS does not provide health insurance benefits. A
QILDRO does not provide any insurance coverage
or make an alternate payee eligible to participate in
the member’s insurance.
What about past or out-of-state divorces?
Please seek advice from your personal attorney
about obtaining a QILDRO based on a past divorce.
Courts in other states do not have statutory author-
ity or jurisdiction to issue QILDROs. However, an
Illinois court may be asked to enter a QILDRO based
on your out-of-state divorce. Please seek advice
from your personal attorney if you were divorced
in a state other than Illinois and you wish to obtain
a QILDRO.
TRS does not honor QDROs
TRS does not honor QDROs. QDROs are issued
under the Employee Retirement Income Security
Act of 1974 (ERISA), which does not apply to TRS. A
QILDRO is the only way that TRS may pay a former
spouse any part of your TRS benefits.
What about the buyout programs?
If a member elects either the Accelerated Annual
Increase (AAI) or the Accelerated Pension Benefit
(APB) Buyout Program and a valid QILDRO is on
file with TRS when the member’s buyout election
is received, TRS will send detailed information to
the affected alternate payee. The buyout election is
prohibited unless the alternate payee provides writ-
ten consent to the member’s election on the form
prescribed by TRS. For detailed information, please
refer to TRS Administrative Rule, 80 Ill. Admin. Code
Section 1650.3330, QILDRO Administration with
Buyout Programs.
Page 6
Benefit Information for Divorce
To help the parties value the benefit for divorce
purposes, TRS provides a statement of benefit
information for divorce. The statement provides all
information required by the QILDRO law. Benefit
estimates prepared for other purposes should not
be relied on for divorce.
The Benefit Information for Divorce statement
shows the total, actual career record on our data-
base at the time of preparation, assuming the
earliest age at which the member could receive a
nondiscounted annuity. The statement includes
a monthly annuity estimate and other informa-
tion required by the QILDRO law. The statement is
through June 30 of the last completed school year
recorded on our database. Due to the annual report-
ing cycle for TRS-covered employers, TRS cannot
provide information to a date other than June 30.
The Benefit Information for Divorce statement does
not assume potential future events such as early
or reciprocal retirement, additional service credit,
future salary increases, or statutory changes. TRS
does not provide hypothetical estimates assuming
a past retirement date that did not occur or other
facts different than the actual retirement record.
TRS does not provide actuarial opinions as to pres-
ent market value of a member’s benefits or other
interests. TRS does not calculate the marital portion
of the benefit.
Once you receive a Benefit Information for Divorce
statement from TRS, share it with your personal
attorney and financial advisors so they may advise
you and perform any additional calculations to
complete the QILDRO and Calculation Order in
accordance with your dissolution documents. TRS
cannot provide this assistance for you.
In response to subpoena or
member’s request
The Benefit Information for Divorce statement is
provided to members in response to their request.
The statement is only provided to spouses (current
and former) and third parties (including attorneys),
in response to a subpoena or with the member’s
written authorization. Contact the Member Services
Department at 877-927-5877
(877-9-ASK-TRS) to request the Benefit Information
for Divorce statement.
Please plan ahead and request the information at
least 30 to 45 days before it is needed. TRS is unable
to accommodate “rush” requests for imminent
court dates.
When TRS receives a percentage QILDRO
When TRS receives a valid QILDRO that uses a
percentage method of allocating retirement ben-
efits to the alternate payee, TRS provides the
following information:
Prior to retirement
• School year of initial TRS membership
• Amount of permissive and regular service credit
• Non-reduced monthly retirement
benefit estimate
• Earliest date when non-reduced monthly retire-
ment benefit will become payable
• Permissive service credit purchased
• 2.2 upgrade information (Tier I members only)
• Refund upon termination of employment
• Partial member’s refunds paid or payable
• Lump-sum death benefit amount
• Whether member has filed a
retirement application
• Intended retirement date, if member has filed
retirement application
Page 7
After retirement
• Effective date of retirement (date retirement
benefits commence)
• Amount of permissive and regular
service credit
• Actual monthly retirement benefit
• Partial member’s refunds paid or payable
• Lump-sum death benefit amount
At retirement
• Effective date of retirement (date retirement
benefits commence)
• Amount of permissive and regular service credit
• Actual monthly retirement benefit
• Partial member’s refunds paid or payable
• Lump-sum death benefit amount
• If percentage QILDRO is on file with TRS but no
Calculation Order has been received, TRS will
notify that Calculation Order is needed to imple-
ment the QILDRO
When TRS receives a Calculation Order
• Notify of receipt
• Notify if no underlying QILDRO on file with TRS
• Notify if underlying QILDRO does not clearly
indicate amount payable
At notice of member’s death
• Lump-sum death benefit amount
• Only provided if QILDRO allocates share of
lump-sum death benefit to alternate payee
Page 8
Completing the QILDRO
The QILDRO form is obtained from the TRS web-
site, https://www.trsil.org. The form is designed
to be filled in online and printed, and must not
be retyped. No language may be added to or
deleted from the form. Be sure to keep a copy of
your QILDRO. If you submit a Calculation Order at a
later date, you will need the underlying QILDRO to
prepare the Calculation Order. TRS cannot complete
the QILDRO for you.
Section IX of the QILDRO form is the marital portion
benefit calculation formula. Reviewing Section IX of
the QILDRO form may be instructive as you deter-
mine a method of calculating the marital value of
the pension benefit. Be sure to complete all options.
If you complete Section IX, you must provide both a
date of marriage and date of divorce. The following
chart helps you decide whether to complete
Section IX.
Regular and permissive service
If you are completing Section IX, “regular ser-
vice” means service credit earned by the member
and also includes repayment of refunded ser-
vice. “Permissive service” means service credit
purchased by the TRS member and also includes
unused vacation and unused sick leave that is used
to calculate the member’s retirement benefit.
Section IX also provides a selection for “other.”
This selection is not recommended. All TRS service
credit is either regular or permissive. There is no
“other” service credit category for TRS members.
Page 9
QILDRO Section III: monthly retirement benefit
A.1: dollar amount
A.2: percentage of marital portion
A.3: percentage as of retirement date
QILDRO Section V: termination refund
or lump-sum retirement benefit
A1: dollar amount
A2: percentage of marital portion
A3: percentage as of retirement date
QILDRO and Calculation Order Coordination Chart
If you completed QILDRO Section
Complete marital portion benefit calculation
formula
QILDRO Section IX
Complete corresponding
section in Calculation Order
III.A.1 No No
III.A.2 Yes 3(a)
III.A.3 No 4(A)
V.A.1 No No
V.A.2 Yes 3(b)
V.A.3 No 4(B)
VI.A.1 No No
VI.A.2 Yes 3(c)
VI.A.3 No 4(C)
VII.A.1 No No
VII.A.2 Yes 3(d)
VII.A.3
No
4(D)
QILDRO Section VI: partial refund
A1: dollar amount
A2: percentage of marital portion
A3: percentage as of retirement date
QILDRO Section VII: lump-sum death benefit
A1: dollar amount
A2: percentage of marital portion
A3: percentage as of retirement date
Completing the Calculation Order
The Calculation Order form is obtained from the
TRS website, https://www.trsil.org. The form is
designed to be filled in online and printed, and must
not be retyped. No language may be added to or
deleted from the form. The Calculation Order must
be based on an underlying QILDRO between the
same TRS member and alternate payee. You will
need a copy of the underlying QILDRO to complete
the Calculation Order. TRS cannot complete the
Calculation Order for you.
The Calculation Order provides the dollar amounts
that TRS needs to implement a percentage QILDRO.
A Calculation Order is not needed for dollar amounts
in the underlying QILDRO. The Calculation Order is
only required for those portions of the QILDRO that
use a percentage.
Be sure to complete the sections in the Calculation
Order that correspond with the sections completed
in the QILDRO. If the Calculation Order does not
match the QILDRO, it will be invalid.
If desired, separate Calculation Orders may be
submitted at different times for different percent-
ages in the QILDRO. But remember, TRS cannot pay
an alternate payee an affected benefit or refund
designated as a percentage in the QILDRO until the
retirement system receives a Calculation Order cor-
responding to that percentage.
Please refer to the chart below when complet-
ing the Calculation Order to correspond with
the QILDRO.
Page 10
Filing Procedure
Where to send
QILDROs and Calculation Orders should be sent to:
Teachers’ Retirement System
of the State of Illinois
Attn: Office of Legal Counsel
2815 West Washington Street
P.O. Box 19253
Springfield, IL 62794-9253
What to send
• Certified copy of QILDRO or Calculation Order
• $50 check payable to Teachers’ Retirement
System for each court order ($100 if QILDRO and
Calculation Order are submitted together)
• Completed Consent to Issuance of QILDRO (pre-
07/01/1999 service)
• Completed Notice of Confidential Information
within Court Filing (unless full SSNs are shown
on court order)
Other documents such as judgment of dissolution or
settlement are not needed or reviewed and should
not be sent to TRS. They will be discarded.
Processing fees
Each court order submitted to TRS requires an
accompanying $50 non-refundable processing
fee, by check payable to the Teachers’ Retirement
System. A new $50 fee is required with each new
or amended court order (separate fees for each
QILDRO and Calculation Order) submitted to TRS.
If a QILDRO and Calculation Order are submitted
together, the required processing fee is $100. The
QILDRO or Calculation Order is invalid until the fee
is received.
Certified copy required
Remember to send TRS a certified copy of the court
order. A certified copy bears the clerk of court’s
seal or stamp certifying the document as a true and
correct copy of the original document. A faxed,
emailed, plain, or file-stamped copy will be rejected.
Notice from TRS
The member, alternate payee, and attorney(s) of
whom TRS is aware receive a notice within 45 days
after TRS received the order indicating whether the
order is valid and other pertinent information. If
invalid, the notice specifies the reasons.
No QILDRO or Calculation Order is valid until all
deficiencies have been corrected.
Page 11
Implementing the QILDRO
The QILDRO is placed in the member’s record. When
an affected benefit or refund becomes payable,
TRS sends notice to the alternate payee at the last
reported address on file with TRS. Before TRS can
begin processing payment, the alternate payee
must return an address verification and withhold-
ing election form.
What if TRS has not received
a Calculation Order?
For percentage QILDROs, TRS must receive a
Calculation Order to pay the alternate payee. The
member, alternate payee, and attorney(s) of whom
TRS is aware will receive benefit information from
TRS when an affected benefit or refund becomes
payable. This information may be helpful in prepar-
ing the Calculation Order.
When preparing a percentage QILDRO, decide who
will be responsible for obtaining the Calculation
Order and sending a certified copy to TRS.
Remember, the alternate payee will not receive
payment from TRS based on a QILDRO percent-
age until a Calculation Order is received for that
percentage.
Monthly retirement benefit
When a retirement benefit subject to a percent-
age QILDRO becomes payable and no Calculation
Order has been received, TRS will hold the alternate
payee’s anticipated payment and begin paying the
member’s monthly retirement benefit, less the
amount held for the alternate payee. After the
Calculation Order is received, TRS will adjust the
amounts to agree with the Calculation Order and
begin paying the alternate payee. If TRS cannot
determine an anticipated payment based on the
QILDRO, payments to the member and the alter-
nate payee will be held until the Calculation Order is
received.
Refund or lump-sum death benefit
When a refund or lump-sum death benefit subject
to a percentage QILDRO becomes payable and
no Calculation Order has been received, TRS will
hold the affected refund or death benefit until the
Calculation Order is received.
What if the alternate payee is missing?
It is the alternate payee’s responsibility to maintain
a current mailing address on file with TRS to receive
payment. TRS will not search for a missing alternate
payee, other than sending notice to the last address
reported to TRS. If the alternate payee’s location
is unknown when a benefit or refund becomes
payable, funds otherwise payable to the alternate
payee may become payable to the member under
certain circumstances.
Buyout elections
If a member elects to participate in a buyout pro-
gram, the buyout election cannot be implemented
unless an affected alternate payee consents in writ-
ing to the election on the form prescribed by TRS.
The QILDRO on file when TRS receives the alter-
nate payee’s consent to the buyout election will
be implemented. Parties should return to court for
an amended QILDRO if desired before sending the
alternate payee buyout consent.
Page 12
Example 1:
QILDRO received: April 6
Count 30 days: May 6
First day of the next month: June 1
First payment: July 1 (for June)
Example 2:
QILDRO received: August 1
Count 30 days: August 31
First day of the next month: Sept. 1
First payment: Oct. 1 (for Sept.)
Effective Date of QILDRO
QILDROs cannot be implemented retroactively. The
QILDRO takes effect with the first affected payment
that occurs at least 30 days after TRS received a valid
QILDRO. TRS annuity payments are disbursed on the
first of each month for the prior month. Generally,
expect about a three-month period from the date
TRS receives a valid QILDRO, and Calculation Order
if required, until the alternate payee begins to
receive monthly payments from TRS. During this
interim period, the couple must make arrangements
between themselves if the divorce obligates the TRS
member to pay a portion of the monthly retirement
benefit to the former spouse.
What happens when a valid
QILDRO is implemented?
The Claims Department mails a benefit adjustment
letter to the member when a QILDRO claim is set
up. Before TRS can begin paying the alternate
payee, the alternate payee must complete and
return the address confirmation/withholding elec-
tion form to TRS. This form will be mailed by the
Claims Department to the last reported address on
file for the alternate payee. Failure to return this
form as soon as possible will delay payment.
When will the alternate payee start
receiving QILDRO payments?
If the member is not yet retired when TRS receives
the QILDRO, the alternate payee and member will
start receiving payments at the same time (unless
TRS is waiting for a Calculation Order). When the
member is already receiving retirement benefits,
the first payment date will vary with the date TRS
receives the QILDRO. Here are some examples:
Page 13
Example 3:
QILDRO received: Feb. 1
Count 30 days: March 3
First day of the next month: April 1
First payment: May 1 (for April)
Expiration of QILDRO
A QILDRO ends when the member or alternate payee dies, or earlier if the QILDRO specifies a set number of pay-
ments. A QILDRO also ends when the member receives a refund that terminates participation in TRS. A QILDRO
may also be terminated by a valid court order expressly terminating the QILDRO.
Amended Orders
Amended orders cannot be implemented retroactively. An amended QILDRO or Calculation Order entered by
the court should be sent to TRS in the same manner as the original order. A certified copy of the amended order
is required, accompanied by a $50 processing fee for each amended order submitted to TRS.
Form Samples
Please use the forms (PDF) designed to be filled in online and printed from the TRS website,
https://www.trsil.org. Following are samples of the required forms.
Page 14
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
(Member’s name)
IN THE CIRCUIT COURT________________________________________________________
______________________________________________________________________
______________________________________________________________________
)
) No. _________________________________
)
QUALIFIED ILLINOIS DOMESTIC RELATIONS ORDER
THISCAUSEcomingbeforetheCourtforthepurposeoftheentryofaQualiedIllinoisDomesticRelations
OrderundertheprovisionsofSection1‑119oftheIllinoisPensionCode(40ILCS5/1‑119),theCourthavingjurisdiction
overthepartiesandthesubjectmatterhereof;theCourtndingthatoneofthepartiestothisproceedingisamember
ofaretirementsystemsubjecttoSection1‑119oftheIllinoisPensionCode(40ILCS5/1‑119),thisOrderisenteredto
implementadivisionofthatparty’sinterestintheretirementsystem;andtheCourtbeingfullyadvised;
ITISHEREBYORDEREDASFOLLOWS:
I. ThedenitionsandotherprovisionsofSection1‑119oftheIllinoisPensionCode(40ILCS5/1‑119)areadopted
byreferenceandmadeapartofthisOrder.
II. IdenticationofRetirementSystemandparties:
Retirement system:
Teachers’ Retirement System of the State of Illinois, Attn: Oce of Legal Counsel
(Name)
2815 West Washington, P.O. Box 19253, Springeld, Illinois 62794-9253
(Address)
Member:
(Name)
(Mailingaddress)
(SocialSecuritynumber)
Alternate payee:
(Name)
(Mailingaddress)
(SocialSecuritynumber)
Thealternatepayeeisthemember’s(Check one):
□current or former spouse □ currentorformercivilunionpartner □ childorotherdependent
Page 1 of 5
Please mouse+click to CHECK ONE.
Page 15
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
(Member’s name)
III. Monthly Retirement Benefit. The Retirement System shall pay the indicated amounts of the member’s retirement
benets to the alternate payee under the following terms and conditions:
(A) The Retirement System shall pay the alternate payee pursuant to one of the following methods
(Complete
the ONE option that applies)
:
(1) $ per month; or
(enter amount)
(2) % per month of the marital portion of said benet with the marital portion dened using the
(enter percentage)
formula in Section IX; or
(3) % per month of the gross amount of said benet calculated as of the date the (Check one):
(enter percentage)
□ member’s □ alternate payee’s
benet commences.
(B) If the member’s retirement benet has already commenced, payments to the alternate payee shall commence
either
(Check/complete the ONE option that applies):
(1)
□ as soon as administratively possible upon this order being received and accepted by the Retirement
System; or
(2)
□ on the date of
(C) If the member’s retirement benet has not yet commenced, payments to the alternate payee shall commence
as of the date the member’s retirement benet commences.
(D) Payments to the alternate payee under this Section III shall terminate
(Check/complete the ONE option that
applies)
:
(1)
□ upon the death of the member or the death of the alternate payee, whichever is the rst to occur;
or
(2)
□ after payments are made to the alternate payee or upon the death of the member or
(enter any set number)
the death of the alternate payee, whichever is the rst to occur.
I V. Post-retirement Increases. If the member’s retirement benets are subject to annual post‑retirement increases,
the alternate payee’s share of said benets
(check one)
□ shall □ shall not
be recalculated or increased annually to include a proportionate share of the applicable annual increases.
V. Termination Refund or Lump-sum Retirement Benet. The Retirement System shall pay to the alternate payee
the indicated amounts of any refund upon termination or any lump sum retirement benet that becomes payable
to the member, under the following terms and conditions:
(A) The Retirement System shall pay the alternate payee pursuant to one of the following methods (
Complete
the ONE option that applies
):
(1) $ ; or
(enter amount)
(2) % of the marital portion of the refund or lump sum retirement benet, with the marital
(enter percentage)
portion dened using the formula in Section IX; or
(3) % of the gross amount of the refund or lump sum retirement benet, calculated when
(enter percentage)
the member’s refund or lump sum retirement benet is paid.
(Check alternate payee only if the alternate payee will commence benets af-
ter the member commences benets, e.g. if the member is receiving retirement
benets at the time this Order is entered.)
(Enter any benet payment date that will occur at least 30 days
after the date the retirement system receives a valid QILDRO,
but ONLY if payment to the alternate payee is to be delayed to
some future date; otherwise, check item (1) above.)
Page 2 of 5
Note: Accelerated
Pension Buyout (APB)
payment is a termination
refund. See p. 5 of the
QILDRO publication for
more information about
buyout programs.
Please mouse+click
to CHECK ONE.
Please mouse+click
to CHECK ONE.
Please mouse+click
to CHECK ONE.
Please mouse+click
to CHECK ONE.
Note: IV (Post-retirement Increases) MUST be filled
in if III (Monthly Retirement Benefits) was filled in.
Page 16
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
(Member’s name)
(B) The amount payable to an alternate payee under Section V(A)(2) or V(A)(3) shall include any applicable
interest that would otherwise be payable to the member under the rules of the Retirement System.
(C) The alternate payee’s share of the refund or lump sum retirement benet under this Section V shall be paid
when the member’s refund or lump sum retirement benet is paid.
VI. Partial Refund. The Retirement System shall pay to the alternate payee the indicated amounts of any partial refund
that becomes payable to the member under the following terms and conditions:
(A) The Retirement System shall pay the alternate payee pursuant to one of the following methods
(Complete
the ONE option that applies)
:
(1) $ ; or
(enter amount)
(2) % of the marital portion of said benet, with the marital portion dened using the
(enter percentage)
formula in Section IX; or
(3) % of the gross amount of the benet calculated when the member’s refund is paid.
(enter percentage)
(B) The amount payable to an alternate payee under Section VI(A)(2) or VI(A)(3) shall include any applicable
interest that would otherwise be payable to the member under the rules of the Retirement System.
(C) The alternate payee’s share of the refund under this Section VI shall be paid when the member’s refund is
paid.
VII. Lump-sum Death Benefit. The Retirement System shall pay to the alternate payee the indicated amounts of any
death benets that become payable to the member’s death benet beneciaries or estate under the following terms
and conditions:
(A) To the extent and only to the extent required to effectuate this Section VII, the alternate payee shall be
designated as and considered to be a beneciary of the member at the time of the member’s death and shall
receive
(Complete ONE of the following options):
(1) $ ; or
(enter amount)
(2) % of the marital portion of death benets, with the marital portion dened using the
(enter percentage)
formula in Section IX; or
(3) % of the gross amount of death benets calculated when said benets become payable.
(enter percentage)
(B) The amount payable to an alternate payee under Section VII(A)(2) or VII(A)(3) shall include any applicable
interest payable to the death benet beneciaries under the rules of the Retirement System.
(C) The alternate payee’s share of death benets under this Section VII shall be paid as soon as administratively
possible after the member’s death.
VIII. If this Order indicates that the alternate payee is to receive a percentage of any retirement benet or refund, upon
receipt of the information required to be provided by the Retirement System under Section 1‑119 of the Illinois
Pension Code (40 ILCS 5/1‑119), the calculations required shall be performed by the member, by the alternate
payee, or by their designated representatives or designated experts. The results of the calculations shall be provided
to the Retirement System via a QILDRO Calculation Court Order in accordance with Section 1‑119 of the Illinois
Pension Code.
IX. Marital Portion Benet Calculation Formula (Option to calculate benet in items III(A)(2), V(A)(2), VI(A)(2),
and VII(A)(2) above). If in this Section “other” is circled in the denition of A, B, or C, then a supplemental order
must be entered simultaneously with this QILDRO clarifying the intent of the parties or the Court as to that item.
Page 3 of 5
Note: AAI buyout
payment is a partial
refund. See p. 5 of
the QILDRO
publication for more
information about
buyout programs.
Page 17
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
(Member’s name)
The supplemental order cannot require the Retirement System to take any action not permitted under Illinois law
or the Retirement System’s administrative rules. To the extent that the supplemental order does not conform to
Illinois law or administrative rule, it shall not be binding upon the Retirement System.
(1) The amount of the alternate payee’s benet shall be the result of (A/B) x C x D where:
“A” equals the number of months of
(Check only one)
□ regular □ regular plus permissive □ other
service that the member accumulated in the Retirement System from the date of marriage
(enter date MM/DD/YYYY)
to the date of divorce . This number of months of service shall be calculated as
(enter date MM/DD/YYYY)
whole months after receipt of information required from the Retirement System pursuant to Section 1‑119
of the Illinois Pension Code (40 ILCS 5/1‑119).
“B” equals the number of months of
(Check only one)
□ regular □ regular plus permissive □ other
service that the member accumulated in the Retirement System from the time of initial membership in the
Retirement System through the member’s effective date of retirement. The number of months of service shall
be calculated as whole months after receipt of information required from the Retirement System pursuant
to Section 1‑119 of the Illinois Pension Code (40 ILCS 5/1‑119).
“C” equals the gross amount of:
(i) the member’s monthly retirement benet [Section III(A)] calculated as of the member’s effective date
of retirement,
(Check only one)
□ including □ not including □ other
permissive service, upgrades purchased, and other benet formula enhancements;
(ii) the member’s refund payable upon termination or lump sum retirement benet that becomes payable,
including any payable interest [Section V(A)] calculated as of the time said refund becomes payable
to the member;
(iii) the member’s partial refund, including any payable interest [Section VI(A)] calculated as of the time
said partial refund becomes payable to the member; or
(iv) the death benet payable to the member’s death benet beneciaries or estate, including any pay‑
able interest [Section VII(A)] calculated as of the time said benet becomes payable to the member’s
beneciary;
whichever are applicable pursuant to Section III, V, VI, or VII of this Order. These gross amounts
shall be provided by the Retirement System pursuant to Section 1‑119 of the Illinois Pension Code
(40 ILCS 5/1‑119).
“D” equals the percentage noted in Section III(A)(2), V(A)(2), VI(A)(2), or VII(A)(2), whichever are ap‑
plicable.
(2) The alternate payee’s benet under this Section IX shall be paid in accordance with all Sections of this Order
that apply.
X. In accordance with subsection (j) of Section 1‑119 of the Illinois Pension Code (40 ILCS 5/1‑119), so long as this
QILDRO is in effect, the member may not elect a form of payment of the retirement benet that has the effect
of diminishing the amount of the payment to which the alternate payee is entitled, unless the alternate payee has
consented to the election in writing, the consent has been notarized, and the consent has been led with the Retire‑
ment System.
Page 4 of 5
Please mouse+click
to CHECK ONE.
Please mouse+click
to CHECK ONE.
Please mouse+click
to CHECK ONE.
Page 18
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
(Member’s name)
XI. If the member began participating in the Retirement System before July 1, 1999, this Order shall not take effect
unless accompanied by the written consent of the member as required under subsection (m) of Section 1‑119 of
the Illinois Pension Code (40 ILCS 5/1‑119).
XII. The Court retains jurisdiction over this matter for all of the following purposes:
(1) To establish or maintain this Order as a Qualied Illinois Domestic Relations Order.
(2) To enter amended QILDROs and QILDRO Calculation Court Orders to conform to the parties’ Marital Settle‑
ment Agreement or Agreement for Legal Separation (“Agreement”), to the parties’ Judgment for Dissolution
of Marriage or Judgment for Legal Separation (“Judgment”), to any modications of the parties’ Agreement
or Judgment, or to any supplemental orders entered to clarify the parties’
Agreement or Judgment.
(3) To enter supplemental orders to clarify the intent of the parties or the Court regarding the benets allocated
herein in accordance with the parties’ Agreement or Judgment, with any modications of the parties’ Agree‑
ment or Judgment, or with any supplemental orders entered to clarify the parties’ Agreement or Judgment.
A supplemental order may not require the Retirement System to take any action not permitted under Illinois
law or the Retirement System’s administrative rules. To the extent that the supplemental order does not
conform to Illinois law or administrative rule, it shall not be binding upon the Retirement System.
DATED:
SIGNED:
(Judge’s Signature)
Page 5 of 5
Certified copy required.
Clear Form
Page 19
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
IN THE CIRCUIT COURT______________________________________________
______________________________________________________________________
______________________________________________________________________
)
) No. ___________________________
)
CONSENT TO ISSUANCE OF QILDRO
Member’s name: _______________________________________________________________________
Member’s Social Security number: _________________________________________________________
Alternate payee’s name: __________________________________________________________________
Alternate payee’s Social Security number: ____________________________________________________
I, __________________________________________________, a member of the
Teachers’ Retirement System of the State of Illinois, hereby irrevocably consent to the
issuance of a Qualied Illinois Domestic Relations Order. I understand that under the Order,
certain benets that would otherwise be payable to me, or to my death benet beneciaries or
estate, will instead be payable to ________________________________________________. I
also understand that my right to elect certain forms of payment of my retirement benet or
member’s refund may be limited as a result of the Order.
DATED:________________________ SIGNED:_________________________________
(Name of alternate payee)
(Name of retirement system)
(Name of member)
Original or certified copy required.
Clear Form
Page 20
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
(Member’s name)
IN THE CIRCUIT COURT______________________________________________
______________________________________________________________________
______________________________________________________________________
)
) No. ___________________________
)
QILDRO CALCULATION COURT ORDER
THIS CAUSE coming before the Court for the purpose of the entry of a QILDRO Calculation Court Order un‑
der the provisions of Section 1‑119 of the Illinois Pension Code (40 ILCS 5/1‑119), the Court having jurisdiction over
the parties and the subject matter hereof; the Court nding that a QILDRO has previously been entered in this matter,
that the QILDRO has been received and accepted by the Retirement System, and that the QILDRO requires percentage
calculations to allocate the alternate payee’s share of the member’s benet or refund, the Court not having found that
the QILDRO has become void or invalid, and the Court being fully advised;
IT IS HEREBY ORDERED AS FOLLOWS:
(1) The denitions and other provisions of Section 1‑119 of the Illinois Pension Code [40 ILCS 5/1‑119] are adopted
by reference and made a part of this Order.
(2) Identication of Retirement System and parties:
Retirement system:
Teachers’ Retirement System of the State of Illinois Attn: Office of Legal Counsel
(Name)
2815 West Washington, P.O. Box 19253, Springeld, Illinois 62794-9253
(Address)
Member:
(Name)
(Mailing address)
(Social Security number)
Alternate payee:
(Name)
(Mailing address)
(Social Security number)
Page 1 of 3
Page 21
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
(Member’s name)
(3) Percentage of Marital Portion. The following shall apply if and only if the QILDRO
allocated benets to the alternate payee in the specic Section noted. The Retirement
System shall pay the amounts as directed below, but only if and when the benets
are payable pursuant to the QILDRO and Section 1‑119 of the Illinois Pension Code
(40 ILCS 5/1‑119). Parties shall see QILDRO Section IX for the denitions of A,
B, C and D as used below.
(a) The alternate payee’s benet pursuant to QILDRO Section III(A)(2) (monthly retirement benet) shall be
calculated pursuant to Section IX of the QILDRO and paid as follows:
( ÷ ) X X =
(Enter A) (Enter B) (Enter C) (Enter D) (Monthly Amount)
(b) The alternate payee’s benet pursuant to QILDRO Section V(A)(2) (termination refund or lump-sum
retirement benet) shall be calculated pursuant to Section IX of the QILDRO and paid as follows:
( ÷ ) X X =
(Enter A) (Enter B) (Enter C) (Enter D) (Amount)
(c) The alternate payee’s benet pursuant to QILDRO Section VI(A)(2) (partial refund)shall be calculated
pursuant to Section IX of the QILDRO and paid as follows:
( ÷ ) X X =
(Enter A) (Enter B) (Enter C) (Enter D) (Amount)
(d) The alternate payee’s benet pursuant to QILDRO Section VII(A)(2) (lump-sum death benet) shall be
calculated pursuant to Section IX of the QILDRO and paid as follows:
( ÷ ) X X =
(Enter A) (Enter B) (Enter C) (Enter D) (Amount)
The Retirement System’s sole obligation with respect to the equations in this paragraph (3) is to pay
the amounts indicated as the result of the equations. The Retirement System shall have no obligation to
review or verify the equations or to assist in the calculations used to determine such amounts.
(4) Percentage as of Retirement Date.The following shall apply only if the QILDRO allocated benets to
the alternate payee in the specic Section noted. The Retirement System shall pay the amounts as directed
below, but only if and when the benets are payable pursuant to the QILDRO and Section 1‑119 of the
Illinois Pension Code (40 ILCS 5/1‑119).
(A) The alternate payee’s benet pursuant to QILDRO Section III(A)(3) (monthly retirement benet) shall be
calculated and paid as follows:
X =
(Gross benet amount) (Percentage) (Monthly Amount)
(B) The alternate payee’s benet pursuant to QILDRO Section V(A)(3) (termination refund or lump-sum
retirement benet) shall be calculated and paid as follows:
X =
(Gross benet amount) (Percentage) (Amount)
(C) The alternate payee’s benet pursuant to QILDRO Section VI(A)(3) (partial refund) shall be calculated
and paid as follows:
X =
(Gross benet amount) (Percentage) (Amount)
(D) The alternate payee’s benet pursuant to QILDRO Section VII(A)(3) (lump-sum death benet) shall be
calculated and paid as follows:
X =
(Gross benet amount) (Percentage) (Amount)
The Retirement System’s sole obligation with respect to the equations in this paragraph (4) is to pay the amounts
indicated as the result of the equations. The Retirement System shall have no obligation to review or verify the
Page 2 of 3
Page 22
Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
(Member’s name)
equations or to assist in the calculations used to determine such amounts.
(5) The Court retains jurisdiction over this matter for the following purposes:
(A) to establish or maintain this Order as a QILDRO Calculation Court Order;
(B) to enter amended QILDROs and QILDRO Calculation Court Orders to conform to the parties’ QILDRO,
Marital Settlement Agreement or Agreement for Legal Separation (“Agreement”), to the parties’ Judgment
for Dissolution of Marriage or Judgment for Legal Separation (“Judgment”), to any modications of the
parties’ QILDRO, Agreement, or Judgment, or to any supplemental orders entered to clarify the parties’
QILDRO, Agreement, or Judgment; and
(C) To enter supplemental orders to clarify the intent of the parties or the Court regarding the benets allocated
herein in accordance with the parties’ Agreement or Judgment, with any modications of the parties’ Agree‑
ment or Judgment, or with any supplemental orders entered to clarify the parties’ Agreement or Judgment.
A supplemental order may not require the Retirement System to take any action not permitted under Illinois
law or the Retirement System’s administrative rules. To the extent the supplemental order does not conform
to Illinois law or administrative rule, it shall not be binding upon the Retirement System.
DATED:
SIGNED:
(Judge’s Signature)
Page 3 of 3
Certified copy required.
Clear Form
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Do not use or retype these forms. Fillable forms are available on our website at www.trsil.org.
Sample
IN THE CIRCUIT COURT______________________________________________
______________________________________________________________________
______________________________________________________________________
)
) No. ___________________________
)
NOTICE OF CONFIDENTIAL INFORMATION WITHIN COURT FILING
PURSUANT TO Illinois Supreme Court rules, below are the full Social Security numbers for the parties whose
Social Security numbers are redacted within the Qualied Illinois Domestic Relations Order (QILDRO) or QILDRO
Calculation Court Order led in the above-captioned matter. This information is not available to the public and this
document will be stored in a separate location from the case le.
Member:
(Name)
(Mailing address)
(Full Social Security number)
Alternate payee:
(Name)
(Mailing address)
(Full Social Security number)
Prepared by:
Date prepared:
(Name)
(Firm name, if applicable)
(Street address)
(City, State. Zip code)
(Phone number)
Nine-digit number required.
Last four digits will not be
accepted.
Nine-digit number required.
Last four digits will not be
accepted.
This form is not needed if complete SSNs are stated on the QILDRO or Calculation Order.
Printed by the authority of the State of Illinois.
Pub14 - 5/20
TEACHERS’ RETIREMENT SYSTEM OF THE STATE OF ILLINOIS
2815 W. Washington | P.O. Box 19253 | Springfield, IL 62794-9253
877-927-5877 (877-9-ASK-TRS) | FAX: (217) 753-0964
[email protected]g | https://www.trsil.org
