Enables you to create a record of an ear-marked order or a pension sharing order for an ex-spouse, as well as record the ex-spouse’s personal details.

Court Order Details

Note: You must complete the first 9 fields in this screen before you can enter the ex-spouse's personal details.

Order Date

Enter the date of the court order.

Effective

Enter the date when the ear marked order becomes effective.

Divorce

Enter the date when the divorce was finalised.

Information Requested

Enter the date when information was requested.

Information Supplied

Enter the date when the requested information was supplied.

Total CETV

Enter the total cash equivalent transfer value.

CETV Effective

Enter the effective date of the total cash equivalent transfer value.

Note: The values in the following two fields must add up to the value in the Total CETV field.

Mem CETV

Enter the member total cash equivalent transfer value.

Spouse CETV

Enter the spouse total cash equivalent transfer value.

Mem Pension

Enter the value of the member's pension.

Spouse Pension

Enter the value of the spouse's pension.

Mem TFCS

Enter the value of the member's transfer cash sum.

Spouse TFCS

Enter the value of the spouse's transfer cash sum.

Mem Death LS

Enter the value of the member's death lump sum.

Spouse Death LS

Enter the value of the spouse's death lump sum.

Mem Death Pen

Enter the value of the member's death pension.

Spouse Death Pen

Enter the value of the spouse's death pension.

Charges

Enter the value of any charges applicable.

Expiry Date

Enter the date when the ear-marked order expires.

Expiry Reason

Enter the code to indicate the reason why the ear-marked order expires, or select a reason from the drop-down list. The options are set up in the DIVRSN narrative category.

Ex Spouse Details

NRD

Enter the spouse's normal retirement date.

ARD

Enter the spouse's actual retirement date, if applicable.

SPA

Enter the date when the spouse reaches state pension age.

Buttons

New Selection

Click this button to display Pension Sharing on Divorce Selection, where you can select a different sharing record to view, or create another sharing record.

Notes

Click this button to display Maintain Note Detail, where you can enter any notes or comments you want to record.

UDF

Click this button to display Simple User-Defined Field Data if user-defined fields have been set up by your system administrator. These are extra fields used to record additional information that are specific to your organisation.

MD653S01