Individual Retirement Account (IRA) Under this type of plan (Traditional, Roth, Sep and etc.) the individual contributes a dollar amount per year to the plan. Individual record keeping is maintained for contributions, interest and investment gains or losses. The account holder can direct how the contributions are invested.

Individual Retirement Account (IRA) QDRO Checklist

General Questions to be Answered:
  1. Name, address and phone number of the person requesting the order.
  2. Name of the county in which the divorce is taking place.
  3. Name of the court that has jurisdiction over the divorce.
  4. Name of judicial district/circuit/division, if applicable.
  5. Case reference number.
  6. Name, address, date of birth and Social Security number of the employee (participant/member of the plan).
  7. Name, address, date of birth and Social Security number of the employee’s spouse (alternate payee/former spouse).
  8. Reason for order (marital property rights or alimony).
  9. Date of marriage.
  10. Date the marriage ended.
  11. Date of divorce, if divorced.
  12. Date the employee began participating in the plan, if prior to the date of marriage.
  13. Is the employee still employed, terminated or retired?
  14. The exact name of the pension plan.

Additional Questions to be Answered:

    (Explanations are included with these questions)
  1. What is the form of award to the alternate payee (percent, dollar amount, percent plus dollar amount, percent less dollar amount, percent after a dollar amount is deducted)?
  2. Should the alternate payee receive gains/losses on his/her share of the benefits from the date of division to the date of segregation?

Additional Provisions that will be included in the QDRO:

  1. Restriction on Subsequent Withdrawals
  2. Death of Alternate Payee
  3. Death of Participant
  4. Inadvertent Payment(s) to Plan Participant
  5. Continued Jurisdiction
  6. Actions by Participant

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