Using Aliases in QDRO Calculations

To perform calculations for QDRO alternate payees, a pension administrator first creates an employee ID (actually, a "non-employee" ID) for the alternate payee. This enables the administrator to run the QDRO calculation based on the alternate payee ID.

Important:

Because the calculation is based on the QDRO payee's ID, all aliases referencing employee data are resolved based on the QDRO payee data, not the original employee. It is important to keep this in mind as you set up your plan rules.

For example, the alias BIRTH_DT would produce the alternate payee's date of birth, not the original employee's date of birth. The alias SBIRTH_DT, which normally references the birth date of an employee's spouse, is usually not valid for QDRO calculations, which typically do not incorporate any reference to a new spouse. If you want to reference the original employee's birth date in a QDRO calculation, use the special alias QDRO_EE_BD (QDRO employee birth date).