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 1 page flat 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.