Get Qdro Data Intake Form.pdf - Jennifer A. Tanck, Esq.

Filling out the QDRO Data Intake Form is an essential step in facilitating the division of retirement assets after a divorce. This guide will provide clear, step-by-step instructions to help you complete the form online, ensuring that you provide all necessary information accurately and efficiently.

Follow the steps to complete the QDRO Data Intake Form online.

1. Press the ‘Get Form’ button to access the QDRO Data Intake Form, which will open it in your preferred document editor.
2. Begin by filling in your attorney's information, if applicable. Include the name, contact person, email address, physical address, city, state, phone number, fax number, postal code, and the role they represent, either as 'Petitioner' or 'Respondent'.
3. Next, indicate whether you are the 'Participant' or 'Alternate Payee'. Then, provide the date of divorce and the name of the judge who presided over the case.
4. Fill in the opposing counsel’s information, if applicable, including their name, contact person, email, address, city, state, phone number, fax number, and postal code.
5. In the marriage information section, record the names of the parties involved, the date of marriage, and the city and state where the marriage took place. If military service applies, indicate whether the individual was married for 10 years during active duty.
6. Provide military details if applicable, including the date of enlistment, retirement (if retired), dates of active duty and reserve duty, and the branch of the military.
7. Input details of the participant, including whether they can be contacted directly, their name, current address, city, state, date of birth, social security number, phone number, and email address.
8. If applicable, provide similar details for the alternate payee, including contact permissions.
9. Complete the section regarding the date of valuation for the division of retirement assets, including the date of filing and whether the participant is retired. Indicate if the gains and losses should be included for defined contribution/401(k) plans.
10. Enter information for the plan administrator, including the company's name, contact person, address, city, state, phone number, fax number, email address, and postal code.
11. Ensure to attach copies of the required documents, including the settlement agreement and a recent copy of the retirement plan statement.
12. Finalize the form by signing and dating it in the designated areas.
13. Once all fields are accurately filled, save your changes, and proceed to download, print, or share the completed form as needed.

Complete your QDRO Data Intake Form online today to ensure a smooth process in dividing retirement assets.