Marital/Non-marital Tracing Analysis of Defined Contribution Plans

To get started with a service request
  • 1

    Download & Return Form

    Complete & Email / Fax Back The Service Intake Form & Follow Instructions on the Form 'FOR ANALYSIS OF DEFINED CONTRIBUTION PLANS / IRAs ONLY.'

    Download Form
  • 2

    Provide Payment and Retention Documents

    Denisa reviews the settlement language. Our office provides you with a document request and payment link.

  • 3

    Provide Statements

    Provide us with the requested statements (only electronic copies are accepted).

    Providing a complete set of statements will be key for us to provide an accurate analysis, which will determine the marital and non-marital share and proportionate investment earnings on each share.

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