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HomeGovernment CodeDiv. 5Pt. 3Ch. 13Art. 1§ 21261 Spousal Notification For Benefits

§ 21261 Spousal Notification For Benefits

Government Code·California
AI Summary·Official Text·Key Terms·Related Statutes·References
AI SummaryVerified

§ 21261 Spousal Notification For Benefits

Key Takeaways

  • •If you're married and want to change who gets your retirement money or benefits, your spouse usually has to sign the paperwork.
  • •You don’t need your spouse’s signature if you’re not married, can’t find them, they refuse to sign, or they’re too sick to sign.
  • •If you name your spouse as the only person to get all your money when you die, you don’t need their signature.
  • •If your retirement plan gives your spouse the same monthly money you get after you die, you don’t need their signature.

Example

John wants to change who gets his retirement money from his wife, Jane, to his son, Mike.

John needs Jane to sign the paperwork unless he can prove she refuses to sign or one of the other exceptions applies. If he just names Jane as the only person to get the money when he dies, he doesn’t need her signature.

AI-generated — May contain errors. Not legal advice. Always verify source.

Official Source
View on CA.gov

§ 21261 Spousal Notification For Benefits

The sole purpose of this section is to notify the current spouse of the selection of benefits or change of beneficiary made by a member. This section is not intended to conflict with community property law. (a) An application for a refund of the member’s accumulated contributions, an election of optional settlement, a designation of beneficiary, or a change in beneficiary designation shall contain the signature of the current spouse of the member, unless the member declares, in writing under penalty of perjury, any of the following: (1) The member is not married. (2) The current spouse has no identifiable community property interest in the benefit. (3) The member does not know, and has taken all reasonable steps to determine, the whereabouts of the current spouse. (4) The current spouse has been advised of the application and has refused to sign the written acknowledgment. (5) The current spouse is incapable of executing the acknowledgment because of an incapacitating mental or physical condition. (6) The member and the current spouse have executed a marriage settlement agreement pursuant to Part 5 (commencing with Section 1500) of Division 4 of the Family Code that makes the community property law inapplicable to the marriage. (b) Notwithstanding subdivision (a), the designation of a member’s current spouse as the member’s sole primary beneficiary on any lump-sum beneficiary designation shall not require the signature of the member’s current spouse. (c) Notwithstanding subdivision (a), when a member makes an election of optional settlement that, upon the member’s death, provides the member’s current spouse with a monthly lifetime allowance that is the same as the monthly lifetime allowance received by the member, and the member’s current spouse is also designated as the member’s sole primary beneficiary on any lump-sum beneficiary designation, the election shall not require the signature of the member’s current spouse. (Amended by Stats. 2017, Ch. 241, Sec. 8. (SB 525) Effective January 1, 2018.)

Last verified: January 22, 2026

Key Terms

accumulated contributionsoptional settlementbeneficiary designationcommunity property interestmarriage settlement agreement

Related Statutes

  • § 21293 Nonmember Contribution Redeposit Rights
  • § 21454 Post-Divorce Retirement Benefit Modification
  • § 21250 Pension Payment Installments
  • § 21251 Emergency Benefit Payment Account
  • § 21251.13 Pension Funding Implementation Conditions

References

  • Official text at leginfo.legislature.ca.gov
  • California Legislature. Government Code. Section 21261.
View Official Source