The QDRO Company, LLC

EXPERIENCE ~ DILIGENCE ~ TIMELINESS

More than just a QDRO drafting company… We are QDRO Consultants

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FINANCIAL & LEGAL PROFESSIONALS

The most comprehensive understanding of retirement benefits

55 Years of combined experience

QDRO Drafting Turnaround Time: 10 Business Days*

*From receipt of all Necessary Documents

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QDRO DRAFTING PROCESS

Step 1: The Necessary Documents

Engagement Agreement
Case Worksheet – Applicable Parts A – E

We can accept a copy of the Verified Statement or Judgment Information Sheet (as long as the Parties’ names, addresses, dates of birth and Social Security numbers are included) OR complete PART C: PARTY INFORMATION of the Case Worksheet

Judgment of Divorce
Settlement Agreement (if plan division not addressed in the Judgment)
An account or benefit statement dated within the last 90 days
A copy of the Plan’s Summary Plan Description and Plan’s QDRO Guidelines OR a Limited Authorization signed and notarized by the Plan Participant. If there is a delay in obtaining this information, it could delay the QDRO drafting process.

We will begin drafting your DRO once all of the Necessary Documents have been received and payment in full has been received by The QDRO Company.

Step 2: Initial Draft Order Preparation

Upon receipt of all Necessary Documents, QDROCO will draft the applicable order.

Step 3: Initial Draft Order Review

The attorneys/parties review the Initial Draft Order and communicate changes.

If requested or recommended, the Initial Draft Order is forwarded to the Plan Administrator for preliminary review.

Step 4: Finalization of Order

The Order is finalized and forwarded to attorneys/parties for signature and entry with the applicable court.

Step 5: Forward Entered Order to the Plan Administrator

Entered Order is forwarded by the attorneys/parties to the Plan Administrator for qualification.

Step 6: Plan Administrator Reviews the Order

The Plan Administrator reviews and qualifies the Order and sends notice to attorneys/parties of their decision.

Our goal is to have an initial draft (Step 2 above) to you within 10 business days.
We guarantee to work with you until the Order is accepted by the Plan.

We do not provide legal, financial or tax advice.