AARP Eye Center
AARP Membership โ $12 for your first year when you sign up for Automatic Renewal
Get instant access to members-only products, hundreds of discounts, a free second membership, and a subscription to AARP the Magazine. Find how much you can save in a year with a membership. Learn more.
I am in the process of retiring from the University of California, and requested a lump sum distribution. The benefits analyst requested my divorce settlement to find out if my ex had a lien against my retirement. I WAS TOLD THAT THEY WOULD NOT HAVE REQUESTED THAT IF I HAD ASKED FOR THE MONTHLY PAYMENTS INSTEAD. It gets worse. After the analyst looked at my Marriage Settlement Agreement (for a marriage lasting from 1996-2005), she requested that I contact my ex and negotiate a revised MSA that explicitly says that there is no lien against my retirement. I was only employed for four years during my marriage and have 17 years of service with the UC. And, the current MSA includes a Waiver of Final Disclosure and a Waiver of Rights in Respective Estates. The last waiver explicitly waives all rights to any of my property, including community or quasi-community property. Is there anyone in the AARP (or other agency) that can provide guidance as to next steps? This appears to be a systemic move on the part of the UC to disenfranchise retirees. Other strategies include (I'm not exaggerating): 3 hour wait times on the phone, a secure message box that goes to an anonymous call center, and analysts who insist on remaining anonymous, and results that are only reported back verbally.
"I downloaded AARP Perks to assist in staying connected and never missing out on a discount!" -LeeshaD341679