Our QDRO Preparation Process

To get started with a QDRO request
  • 1

    Download Form & Return With Settlement Agreement

    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

    We prepare QDRO(s) and Obtain Pre-approval (if Plan offers it)

  • 4

    You Are Ready To File

    Once notice of pre-approval is received, we will provide you with a clean copy of the pre-approved DRO for you to file in Court and subsequently forward to the Plan for their final approval. Please note that as we are not attorneys, we do not handle the filing. After this step, our services will be considered completed.

Important Notes:

1) To speed up the process, for each plan that needs a “QDRO”, please provide the following:

  • The most recent statement(s) that identify the plan.
  • QDRO Model Language & procedures. The “plan participant” can obtain these from the plan administrator.

2) We do not file the QDRO with the court or send certified copies of the QDRO(s) to the plan(s) as that is the function of either counsel for the parties or the parties individually, as the case may be.

Questions?
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