Get Qualified Domestic Relations Order (qdro ... - Jpmorgan Chase

This guide provides clear, step-by-step instructions on how to complete the Qualified Domestic Relations Order (QDRO) form for JPMorgan Chase. Designed to support users with varying levels of familiarity with legal documents, this resource ensures a smooth process in managing this important paperwork.

Follow the steps to complete your QDRO form with ease.

1. Press the ‘Get Form’ button to access the form, which you will then be able to open in your editor.
2. Begin by entering the names and last known mailing addresses of both the Participant and the Alternate Payee in the respective fields.
3. Provide the social security numbers of both parties. These can be included in the form itself or noted on a separate, secure document.
4. Include the dates of birth for both the Participant and the Alternate Payee, again on the form or separately for privacy.
5. Clearly state the official name of the Plan as the JPMorgan Chase 401(k) Savings Plan to ensure correct identification.
6. Specify the amount of the Alternate Payee's benefits, whether as a lump sum or a percentage of the Participant's vested account balance.
7. Include language that allows the Alternate Payee the option to commence benefits following the QDRO's approval.
8. Indicate how the duration of benefit payments will occur, ensuring it outlines whether the payment is to be made as a lump sum.
9. Clarify provisions for the death of either the Alternate Payee or the Participant regarding the distribution of benefits.
10. Ensure that all investment earnings/losses associated with the benefits assigned to the Alternate Payee are recorded appropriately.
11. Once all fields are accurately filled, review the form for completeness and correctness.
12. Save changes, and then download, print, or share the QDRO form as needed.

Start your QDRO process online today to ensure timely management of your documents.