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PLEASE READ THE FOLLOWING​
BEFORE YOU BEGIN
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Have the following for both the Alternate Payee and Participant:
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Mailing address (some Plan Administrators will not accept a PO Box)
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Email address
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Telephone number
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Date of birth
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Social Security Number (at minimum the last four numbers to start a case)
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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.
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Statements for the account(s) being divided. Providing statements will help correctly identify the name of the retirement plan.
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For equalization calculations, statements and account values as of the agreed date of division are required.
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Very specific information is required to draft a military court order dividing a Military Pension.
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Military pension specific information for Retired Members already receiving their benefit:
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Branch of Service
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Enlistment Date
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Retirement Date
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A copy of the Member's Retirement Letter
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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.
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For Members not yet Retired:
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Branch of Service
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Whether the member is/was active duty or reserve
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Enlistment date
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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.
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Retirement Points statement and/or Retiree Account Statement for Years of Service
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Drafting begins only after all of the following conditions are met:
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We have received a copy of the parties' divorce decree.
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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).
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We have received a statement for each account/benefit being divided.*
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Our Retention Agreement has been signed.
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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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The QDRO Company, LLC does not provide individual legal, financial or tax advice.
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