Retirement Plan Joinder—Information Sheet
California · Judicial Council of California · Effective January 1, 2009
This form is an information sheet that lists different types of retirement plans and tells you if the law requires that plan to be officially included in a court case before the judge can make orders that change your legal status or divide the plan.
The court describes it as: Lists different types of retirement plans and tells you if the plan, by law, needs to be joined (made a party to the case) before the court makes orders that change your legal status and divide the retirement plan.
Where this fits in a case
General & infoInformation / general use — not tied to one step of a case
This form is used in family law cases to help determine if a specific retirement plan needs to be formally added to the case proceedings.
Either party may file.
Common questions
- What is this form for?
- This form lists different types of retirement plans and shows if the law requires the plan to be joined to the case before the court can make orders about it.
- Does filing this form mean I have to pay a fee?
- The text describes what the form is for but does not mention any filing fees.
Revision history
No changes recorded since we started tracking this form on October 9, 2026. The current version took effect January 1, 2009.
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