Get T Rowe Price Qdro 2020-2025

Completing the T Rowe Price Qdro is essential for the proper distribution of retirement benefits in accordance with a domestic relations order. This guide will provide clear and detailed instructions to help users navigate this process efficiently and effectively.

Follow the steps to fill out the T Rowe Price Qdro online accurately.

1. Press the ‘Get Form’ button to acquire the distribution request form and open it in your editor.
2. In the first section labeled 'Domestic Relations Order Information', fill in the participant's details including name, address, telephone number, and Social Security number.
3. Next, provide the alternate payee's name, address, telephone number, and Social Security number. Ensure that the information matches the details mentioned in the domestic relations order.
4. Indicate the name of the affected 403(b) program and specify the amount due to the alternate payee. This should be stated in dollar amount or percentage and include significant dates if applicable.
5. Select how the amount should be redeemed from the participant's 403(b) account: pro rata from each fund or from specific funds. List the funds and their respective percentages as needed.
6. If the order requires that earnings be included in the amount due to the alternate payee, check 'Yes' and provide clear calculations or instructions.
7. Proceed to the 'Determination and Authorization to Pay Benefits' section. Indicate whether you are the plan administrator or the participant and complete the applicable declarations.
8. Choose either option A or B to specify how benefits should be paid out to the alternate payee.
9. Sign and date the form at the bottom of the section to authorize processing.
10. For participants filing without a plan administrator, complete the signature guarantee section and obtain a guarantee stamp from an eligible institution.
11. Finally, send the completed Domestic Relations Order Distribution Request Form along with the domestic relations order copy to T. Rowe Price at the designated address.

Complete your T Rowe Price Qdro online today to ensure accurate and timely processing of benefits.