A Qualified Domestic Relations Order (QDRO) is an essential document when dividing retirement assets in a divorce. However, not all retirement plans use the same QDRO format, which means selecting the correct form is crucial. If you’re using Instant QDRO to purchase a customizable QDRO draft, follow these steps to ensure you’re getting the right plan form:
1. Identify the Correct Retirement Plan Name
2. Search for the Plan in Our Database
3. Select the Plan that Matches Yours
Carefully compare the search results to your plan name. Every word and character must match exactly. Even small differences, such as abbreviations or punctuation, could indicate a different plan.
4. Confirm Your Selection and Proceed to Checkout
Once you are confident that you have found the correct plan form, proceed to checkout. After purchasing, you will receive an email with instructions on how to set up your account, complete your QDRO draft, and download for submission.
Accuracy is key for successfully completing a QDRO draft. Choosing the wrong form can cause delays or require costly revisions. By following these steps, you can confidently select the correct QDRO plan form and streamline the process.
If your plan isn’t in our database, and therefor ineligible for Instant Generation, we can connect you to an expert to traditionally file. Get connected today!
