Info Needed to Do a QDRO
	General Rule. The following information is needed in order to draft and process a QDRO.

Information Needed

The following information is needed in order to draft and process a QDRO:

1. Summary Plan Description (commonly called "SPD"), from the employer;

2. Divorce separation agreement, mediated memorandum of understanding, or judge's permanent orders;

3. Divorce decree;

4. Retirement Plan account statement, showing the participant's name, address, and account number;

5. Our fee agreement;

6. Additional information:

a. full name, address, day-time phone number, date-of-birth, and social security number for both former spouses; and

b. date of marriage.

c. contact information for the employer's retirement plan representative, such as the human resources department.

Please download and complete the PDF file of the information form.

Also sometimes a plan release form is needed. The release may be needed if additional information is needed from your employer or plan sponsor.