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.