INSTRUCTIONS

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• Have the following for both the Alternate Payee and Participant:

  • Mailing address (some Plan Administrators will not accept a PO Box)

  • Email address

  • Telephone number

  • Date of birth

  • Social Security Number (at minimum the last four numbers to start a case)

• A copy of your divorce decree or property settlement agreement.  These can be uploaded within the form or sent to us separately to intake@qdroco.com or by fax to (734) 627-4185.  

• Statements for the account(s) being divided.  Providing statements will help correctly identify the name of the retirement plan. 

• For equalization calculations, statements and account values as of the agreed date of division are required.  

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For the division of military benefits, we also require:

• Military pension specific information, including, but not limited to:

  • Branch of Service information

  • Whether the member is/was active duty, reserve, or retired

  • Enlistment date

  • The Member's High-3 at the time of the divorce.  A High-3 Calculator through DFAS can be found here.  This calculator cannot be used for Members no longer in service.  Please provide a printout of any calculation made via this calculator.

  • If Retired, the retirement date

  • A Leave of Earnings Statement (if applicable)

  • Retirement Points Statement, and/or Retiree Account Statement

 

Drafting begins only after all of the following conditions are met:

• We have received a copy of the parties' divorce decree.

• We have received the settlement/mediation agreement addressing the retirement plan division (needed only if the division is not specifically addressed in the divorce decree).

• We have received a statement for each account/benefit being divided.*  

• Our Retention Agreement has been signed.

• We have received payment in full.

 

It is recommended that documents are uploaded within the form.  However, all documents can be forwarded together in one email to intake@qdroco.com or by fax to (734) 627-4185

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* If you need an equalization calculation, statements for the division date are required before any work will commence.

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