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.

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