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.
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.
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.
Site Map