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Hi, I'm Heather, an attorney with 15 years experience, and I'd like to assist for informational purposes.
Valuation date is most often referring to the date that the benefits are valued. Normally, this is the date you are divorced/the date the judge signs/enters the decree of divorce.
However, the forms and definitions assigned by each company can possibly be different. In the documents you have, has the company given a definition for these terms?
It sounds like the determination date from which which benefits are to be calculated. What is the def it uses for valuation date?
Can you send me the photo of the doc re: determination date also?
Based on what you have sent me, it appears that they are possibly using the terms interchangeably. The date of determination definition they have given you is a bit ambiguous.
You have not sent me anywhere it has you fill in the date of determination. If they do not mean the last date through which you've accrued benefits, I believe it's quite likely this term is referring to the date that the benefits are actually calculated, which would be the processing date - the date they processed the qdro, which you would not know yet, because you do not know what date they are going to process the paperwork.
The date of valuation would be the date you were divorced, as long as that's the date the court intended you to continue accruing benefits. That seems pretty clear.
I believe they are using the terms interchangeably. Are they coming from the same document, or different documents?
The fact that they are 2 different documents makes me think the terms mean the same thing. I have done alot of QDROs and occasionally I have to telephone the administrator and ask what is meant by a term. Is there a phone number you can call tomorrow? If so, that's probably your best bet, but I believe both terms mean the same thing.
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