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PLEASE READ THE FOLLOWING

BEFORE YOU BEGIN

  • 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.  

Very specific information is required to draft a military court order dividing a Military Pension.

  • Military pension specific information for Retired Members already receiving their benefit:

    • Branch of Service

    • Enlistment Date

    • Retirement Date

    • A copy of the Member's Retirement Letter

    • If there is any portion of the Member's benefit that is not marital, DFAS will not calculate the marital portion; this will need to be calculated manually and additional information to do so will be required, including, but not limited to, the Member's Retirement Points statement and/or Retiree Account Statement.  There is an additional fee for manual calculations.

     

  • For Members not yet Retired:

    • Branch of Service

    • Whether the member is/was active duty or reserve

    • Enlistment date

    • The Member's High-3 at the time of the divorce. If the High-3 is unknown, provide Leave and Earnings Statements for the 36 months immediately preceding the divorce.

    • Retirement Points statement and/or Retiree Account Statement for Years of Service

 

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

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

The QDRO Company, LLC does not provide individual legal, financial or tax advice.

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