QDRO Order Form

  • QDRO Order Form

  • Particpant's Information

    this is the employee w/ the retirement plan
  •  -

  • Social Security Number                    
    Date of Birth   Pick a Date      

  • Alternate Payee's Information

    the person receiving funds from the retirement plan
  •  -

  • Social Security Number                    
    Date of Birth   Pick a Date      

  •  / /
  •  / /

  • Employer: Name of Plan (if known):
    Name of Plan Administrator (if known):    
    Phone and/or name of someone in HR (if known):      
    Phone number of a person who oversees the Plan (if known):        
    Hire Date (if known):   Pick a Date    
    Is the Participant still employed there?             

  • Terms and Conditions:

    This statement sets forth the terms of engagement offered to you by TennQDRO unless modified in writing by mutual agreement, these terms will control all services rendered by TennQDRO until termination of this Agreement. 

    1. QDRO Policies & Procedures: You have retained TennQDRO to prepare a Qualified Domestic Relations Order (QDRO). In order to prepare the QDRO, we will require a copy of the following items before we start work on your QDRO: 
    • A copy of the Marital Dissolution Agreement or at minimal the section regarding the retirement asset(s)
    • Final Judgment of Divorce or Final Decree (the MDA and Final Decree may be one in the same document)
    • The information collected on this QDRO information form (to the best of your knowledge) 
    • Payment of TennQDRO's fee

    TennQDRO will have a draft copy of the QDRO completed within 30 business days of receiving all the requirements listed above, barring any complications or further deliberations with the Plan Administrator. It is our policy to draft the QDRO as follows: 1) Obtain a preapproval letter from the Plan Administrator prior to the entry and certification of the QDRO with the Court. Not all plans provide a preapproval letter, if this is the case with your plan, this step will be omitted. 2) After the Order is Qualified and approved by all parties, we will prepare the final QDRO and send it to the attorney of record for signatures and filing with the Court. We will also include instructions for a certified copy of the DRO to be sent to the Plan Administrator.  Once this has been done, our services will be completed.

    We are not attorneys and do not provide legal advice and/or interpret the intentions of the parties as it relates to the spirit of the agreement.  The QDRO will be drafted in accordance with the terms of the Marital Dissolution Agreement and/or Final Decree. If the Agreement is unclear and/or silent on an issue, a letter will be sent to all parties to clarify the issue and a written response will be required.  Any expressions on our part concerning the outcome of any legal matter are not guarantees. Such expressions are necessarily limited by (1) knowledge of the facts which are based upon the information presented by you and (2) the state of the law at the time they are expressed.

    B. Fee: $600 flat fee for one QDRO. $400 for each additional QDRO in the same divorce. You agree to pay the applicable Fee in advance. You agree that the Fee is non-refundable.  You agree that our obligation to render the Services does not begin until we receive the Fee and approval of the terms of the Fee Agreement from you. You agree that TennQDRO has no obligation to render the services until we receive all the necessary information requested by us. If full payment cannot be made in advance, a non-refundable retainer of $200 is required to begin the Process and the remainder of the entire Fee is due in 30 days. TennQDRO will not release the QDRO to the attorneys until payment is received in full

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