QDRO INFORMATION FORM

Similar documents
ALL PRO QDRO, LLC. P.O. Box 1600 Livingston, N.J Phone * Fax Web:

QDRO Worksheet. O r d e r s a n d S t a t u s

(1) Name of veteran: First Middle Last. (5) Address: Number Street Apt. No. City State Zip Code (6) Mailing address: Number Street Apt. No.

QDRO Compliance Services National Experts in QDRO Administration and Drafting

ALL PRO QDRO, LLC. P.O. Box 1600 Livingston, N.J Phone * Fax Web:

COMMONWEALTH OF MASSACHUSETTS., ss. PROBATE & FAMILY COURT DEPARTMENT DOCKET NO. MASSACHUSETTS LABORERS PENSION FUND

5511 Capital Center Drive, Suite 320 Raleigh, North Carolina, (919) Fax: (919)

Qualified Domestic -Relations Order - General Information

SAMPLE QDRO FOR THE WESTERN METAL INDUSTRY PENSION PLAN DIVORCE AFTER RETIREMENT

INSTRUCTIONS FOR APPLICATION OF MILITARY SERVICE CREDIT

Instructions for the Model Domestic Relations Order

Retirement Facts 2. Military Service Credit Under the Civil Service Retirement System

Qualified Domestic Relations Orders (QDROs)

Qualified Domestic Relations Order Procedures

International Union of Operating Engineers Local 4 and Its Branches Pension Plan

Applying for Your IMRF Pension

Qualified Domestic Relations Order Procedures

Qualified Domestic Relations Order Processing Package

IMPORTANT INFORMATION ABOUT YOUR PENSION

CONSUMER LOAN APPLICATION

ALASKA RAILROAD CORPORATION 401(k) TAX DEFERRED SAVINGS PLAN FOR NON-REPRESENTED EMPLOYEES AND

SUMMARY PLAN DESCRIPTION OF THE BRITISH AIRWAYS PLC PENSION PLAN (U.S.A.) AS IN EFFECT ON APRIL 1, 2014

ALL PRO QDRO, LLC. P.O. Box 1600 Livingston, N.J Phone * Fax Web:

Instructions For the Completion of the Model Domestic Relations Order

SUMMARY PLAN DESCRIPTION

WHEN DIVORCE HAPPENS Things to Think About A Guide for Human Resources Specialist and Employees

Life s Events. A NARFE Guide for Federal Employees and Annuitants

MODEL QDRO PARTICIPANT NOT YET RECEIVING PENSION

Southeastern Ironworkers Annuity Plan CompuSys, Inc West 2200 South Salt Lake City, UT

APPLICATION FOR PENSION

Help protect your family s financial future after group coverage ends

COBRA & USERRA (USERRA)

Pension Plan Summary Plan Description January 1, 2017

QDRO Services and Fee Agreement

Payments for spouses, partners and children

Facts 2. Mili tary. Serv ice. Civil Service Retirement System CSRS. Re tire ment. Re tire ment and In sur ance

Pension forecast application form

Return form to: John Hancock Retirement Plan Services, LLC, P.O. Box 796, Norwood, MA

Texas Instruments, Inc. Qualified Domestic Relations Order Procedures. Updated June, 2014

HOME MORTGAGE FREQUENTLY ASKED QUESTIONS

INTERROGATORIES MISCELLANEOUS

Retiree Casualty Assistance Checklist

NEW INFORMATION About Applying for U.S. Social Security Benefits

Claim for the refund of OASI contributions

National Electrical Annuity Plan Disability Benefit Application

Instructions for the Model Domestic Relations Order Preamble Section (1) Participant Information Section (2 )

P E N N S Y L V A N I A Application for Payment of Medicare Premiums, Coinsurance and Deductibles

Retirement Plan for Employees of Concord Hospital. Summary Plan Description

SHEET METAL WORKERS NATIONAL PENSION FUND DOMESTIC RELATIONS ORDER PROCEDURES Effective 7/1/2015 INTRODUCTION

A guide to estate settlement

QUALIFIED DOMESTIC RELATIONS ORDERS PROCESSING PROCEDURES

If you wish to apply for a distribution at this time, please follow the instructions below:

REGENTBANK CREDIT APPLICATION

2. Pending U.S. Supreme Court case re: disability payments

Qualified Domestic Relations Order Defined Contribution Plan Instructions and Model Language

Distribution Request Form. Instructions

QDRO Procedures for Laborers District Council and Contractors Pension Fund of Ohio

Chapter Six Qualified Domestic Relations Orders (QDROs)

These Are My Wishes. This Booklet Prepared by : Contains valuable Information Reguarding My Wishes Please When Reading This Know That I Love You

MODEL QDRO [Note: This document shall not be relied upon for legal advice] [Name of Court]

Survivor s Planning Guide

EXPLANATION OF THE MAINE PUBLIC EMPLOYEES RETIREMENT SYSTEM (MainePERS) MODEL DOMESTIC RELATIONS ORDER DIVIDING RETIREMENT SYSTEM BENEFITS

CALIFORNIA IRONWORKERS FIELD PENSION APPLICATION

Qualified Domestic Relations Orders (QDROs)

Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan

Cash Account Program. Summary Plan Description. January 2017

The Metropolitan Museum of Art

About Your Benefits 1

ACCG 457 Deferred Compensation Plan Plan Distributions Payment Election Form Part 1

SUMMARY PLAN DESCRIPTION FOR PRE-7/1/1976 DEFINED BENEFIT PROGRAM. (As in effect on January 1, 2011)

Alcatel-Lucent Retirement Income Plan Cash Account Program Summary Plan Description October 2014

SOUTH DAKOTA DEPARTMENT OF LABOR, JOB SERVICE, UNEMPLOYMENT DIVISION, AND OFFICE OF ADMINISTRATIVE SERVICES RETIREMENT PLAN A Summary Plan Description

EGTRRA Restatement Questions and Answers

Qualified Domestic Relations Order (QDRO)

The Qualified Illinois Domestic Relations Order. QILDROs, SURS BENEFITS, AND DIVORCE

THE SHEET METAL WORKERS LOCAL NO. 73 PENSION PLAN PROCEDURES FOR THE DIVISION OF PENSION BENEFITS PURSUANT TO QUALIFIED DOMESTIC RELATIONS ORDERS

Be advised that even though you may believe you are entitled to some type of benefit from the Pension Fund, no benefit will be paid until:

All about your pension benefits

DoD Financial Management Regulation Volume 7B, Chapter 29 February 2009

Qualified Domestic Relations Order Processing Package

SHEET METAL WORKERS PENSION PLAN OF SOUTHERN CALIFORNIA, ARIZONA AND NEVADA PENSION APPLICATION

Model QDRO (Shared Payment)

ANNUITY & SAVINGS PLAN

Continental Retirement Plan Summary Plan Description

LOCAL NO. 18 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS SUPPLEMENTAL PENSION TRUST

Retirement Plan Distribution Request Form

QDRO APPROVAL GUIDELINES AND PROCEDURES

WISCONSIN NECA-IBEW RETIREMENT PLAN. Administrative Procedures for Processing Qualified Domestic Relations Orders

( ) Receive alerts if available?

Retiree s Casualty Assistance Checklist

DoD Financial Management Regulation Volume 7B, Chapter 29 * December 2010

Personal. Retirement Counseling

SAMPLE QDRO. (Pre-retirement) IN THE CIRCUIT COURT OF THE COUNTY OF STATE OF

School Employees Retirement System of Ohio 300 East Broad St., Suite 100, Columbus, Ohio Toll-free

SAMPLE QDRO LANGUAGE FOR AUTOMOTIVE INDUSTRIES PENSION PLAN (FOR EMPLOYEES WHO HAVE NOT BEGUN RECEIVING BENEFITS)

CASH BALANCE COMPONENT OF THE INGREDION PENSION PLAN SUMMARY PLAN DESCRIPTION

Working After Retirement

Denver Employees Retirement Plan D R. omestic. elations. rder

Distribution Request Form. Instructions

Your Retirement Benefits. Original Benefit Structure

Transcription:

solutions, llc QDRO Info Form Page 1 of 6 QDRO INFORMATION FORM Instructions: Please fully complete this form. The information and documents are necessary. We cannot prepare your Orders without all of this information, requested documents and full payment, as set forth on pages 5 and 6. THE PARTIES Participant (employee): Full Name: Current Mailing Address: City State ZIP Code Date of birth:, 19 Social Security number: - - Telephone number: ( ) - e-mail: Alternate Payee (non-employee): Full Name: Current Mailing Address: City State ZIP Code Date of birth:, 19 Social Security number: - - Telephone number: ( ) - e-mail: Please identify which party has sent in this form: Participant? Alternate Payee? THE MARRIAGE AND DIVORCE Date of marriage: Date of separation: Date of Final Court Order:... Are you divorced? Date of Divorce:

solutions, llc QDRO Info Form Page 2 of 6 THE ATTORNEYS Participant s attorney Name: * Mailing Address: City: State: ZIP Code: Telephone number: ( ) - E-mail: Alternate Payee s attorney Name: * Mailing Address: City: State: ZIP Code: Telephone number: ( ) - E-mail: *If no attorneys are involved now, please provide information about any prior attorneys and check here if none are representing the parties now.

solutions, llc QDRO Info Form Page 3 of 6 THE PLAN(S) TO BE DIVIDED Note: If more than one Plan is being divided, please photocopy this page and fill in the information below for each Plan. Please be precise. For Military and Civil Service Plans, use next page. Full and Complete Name of Plan: Name and Address of Plan Administrator: Name of employer: Contact person at employer (not Plan): Name: Address of employer: City: State: ZIP Code: Telephone number: ( ) - e-mail address: Date Participant began working for the employer:, Date Participant stopped working for employer (if applicable): Is Participant retired? Yes No Is Participant currently receiving payments from the Plan? Yes No At the time of Participant s retirement, did the Participant elect survivor benefits for the Alternate Payee? Yes No Not sure.

solutions, llc QDRO Info Form Page 4 of 6 MILITARY AND CIVIL SERVICE PLANS If Plan being divided is a Military Plan check here and fill in: Branch of service: Army Navy Air Force Marines Coast Guard Date of entry into military service: Current rank: Rank at retirement (if retired): Date of retirement (if retired): If service member is already retired, was Survivor Benefit Plan (SBP) coverage obtained at retirement? Yes No Don t know Does service member participate in Thrift Savings Plan? Yes No Don t know **If pension being divided is a military reserve service pension, points record MUST be attached.** ****** If Plan being divided is a Federal or State Civil Service Plan check here: and fill in: Name of Federal or State agency where employed: Date of retirement (if retired): If employee has already retired, was Former Spouse Survivor Annuity (FSSA) coverage elected at retirement? Yes No Don t know Does employee participate in Thrift Savings Plan? Yes No Don t know

solutions, llc QDRO Info Form Page 5 of 6 DOCUMENTS YOU MUST SEND WITH THIS FORM Divorce decree (if parties are already divorced). (If parties are not yet divorced or legally separated, provide a copy of the first page of any court pleading) Separation Agreement or Court Order showing the share of benefits awarded to the Alternate Payee. Please enclose a copy of the full Agreement or Court Order. Copy of all documents or correspondence relating to the Plan, including: -- Summary Plan Descriptions or booklets describing the Plan* -- Most recent account statements for the participant (employee) -- The Plan s Written QDRO Procedures* -- All correspondence from the Plan or employer * Not required for military retired pay or Federal civil service divisions Questions, instructions or comments. If there is any additional information you feel we should know about this case or the QDRO you are requesting us to draft, or any additional comments or instructions, please note them in the space below. You may continue your comments and instructions on the back of this sheet or a separate piece of paper if necessary. Please email us with additional questions or comments.

solutions, llc QDRO Info Form Page 6 of 6 FEES AND SERVICES Our fee is $760.00 per Plan. PAYMENT IN FULL MUST BE SENT, ALONG WITH THIS COMPLETED FORM, BEFORE WE CAN BEGIN PROCESSING YOUR REQUEST. Please make your check payable to and mail it to us at the address shown below. If there are multiple Plans, please send $760.00 for each Plan you wish us to draft. Our fees cover drafting the QDRO, corresponding with the Plan about the terms of the QDRO and revising the QDRO, as necessary, until it is accepted by the Plan. Please note that if you have not yet negotiated an Agreement, it would be helpful to hire us as soon as possible regarding information to include in the Agreement; but, once the Agreement is completed, we do not and cannot renegotiate the Agreement. QDRO s are usually drafted within 1 week after we receive the payment, Information Form and all of the documents we need. Getting the QDRO pre-approved by the Plan and then being signed by the Court will inevitably take much more time. We will proceed expeditiously and, if there is going to be a delay, we will let you know. We will also keep you posted and are available to answer any questions via email. We do not represent individual clients in Court and the use of our QDRO-drafting service does not create an attorney-client relationship. Attorney representing client who is requesting the QDRO or party submitting form NOTE: UNLESS WE ARE HIRED TO BE THE JOINT CONSULTANT BY THE PARTIES, WITH THEM SPLITTING THE FEE TO HIRE US, THE ATTORNEY OR PARTY WHO SUBMITS THE FORM AND INFORMATION AND WHO PAYS OUR FEE TO PREPARE THE APPROPRIATE ORDER, SHALL BE THE PERSON ON WHOM WE RELY AS WE PREPARE THE APPROPRIATE ORDER(S). OFTEN, THAT PERSON IS ADVISED BY US OR ASKS US TO COMMUNICATE OPENLY WITH THE OTHER PARTY AND/OR HIS OR HER ATTORNEY. IF NEITHER OF THESE OCCUR, WE WILL COMMUNICATE AND SHARE DOCUMENTS ONLY WITH THE PARTY WHO HAS HIRED US.