Please email us the following four (4) documents:

1. Application (see below);
2. Signed Fee Agreement (see below);
3. Court Order / Settlement Agreement that specifies how the retirement account is to be divided; and
4. A recent account statement.

After reviewing your documents, we’ll email you (and/or your spouse) a payment link, then get started.

Our work includes:

• Drafting and submitting the QDRO to the Plan Administrator for pre-approval;
• Revising the order (if needed); and
• Forwarding the pre-approved order to your attorney for filing and final submission.
  (If you will not be using an attorney, please use the “with filing” Fee Agreement below, and we’ll facilitate the filing and submission of your order.)

We remained involved until your QDRO is approved and your former spouse’s account is created.

We look forward to working with you.