Get Started

Step 1:
Review and sign the QDRO Fee & Services Agreement.


Step 2:
Complete Attorney Information Form. (This is for both attorney & non-attorney clients)


Step 3:
Complete the appropriate QDRO Checklist:


Step 4:
A copy of the Final Decree of Divorce, Property Settlement Agreement or Mediated Settlement Agreement.


Step 5:
Copy(ies) of recent plan statement(s) for the plan(s) that will be affected.
(VERY IMPORTANT!)


Step 6:
Copies of any correspondence you have had with the plan administrator.


Step 7:
Have the Employee Spouse complete a Release Authorization. (If possible)


Step 8:
Send the completed Attorney Information Form, appropriate Checklist, Decree, plan statement(s), correspondence from the plan administrator, signed release authorization and payment (based on the our fee schedule) to us to begin the process.


If you have any questions or you are not quite sure how to complete the forms, please contact us.