Drafting of Settlement Language

To get started with a Settlement Language Service request
  • 1

    Download Form

    Complete and email / fax back the Settlement Language Request Form.

    Download Form
  • 2

    Provide a Statement For Each Plan

  • 3

    For Each Plan (except or IRAs) Please Provide The Following Documents

    The “QDRO model language and QDRO procedures” AND the Summary Plan Description document. The plan participant will be able to obtain this from the plan administrator.

Providing the above will ensure expeditious completion. If you would like us to obtain the plan participant’s benefit information, we will do so with the participant’s/employee’s signed and notarized authorization release, which we will provide upon request. However please know that this will add significantly more time to our process.

Questions?
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