Information Needed to Do a Colorado QDRO

Summary:  The following information is needed in order to draft and process a QDRO.

Information Needed

The following information is needed in order to draft and process a QDRO:

1. Summary Plan Description (commonly called "SPD"), from the employer (I can get that);

2. Divorce separation agreement, mediated memorandum of understanding, or judge's permanent orders (I need just the first page and the page that addresses the retirement plan);

3. Divorce decree (to show the date of the Decree and whether wife changed her last name);

4. Retirement Plan account statement, showing the participant's name, address, and account number (it does not have to be a current statement);

5. Our 1 page flat fee agreement;

6. Additional information (see the "information needed" form at the link below):

a. full name, address, day-time phone number, date-of-birth, and social security number for both former spouses; and

b. date of marriage.

c. contact information for the employer's retirement plan representative, such as the human resources department.

Please download and complete the PDF file of the information needed form.

Also sometimes a plan release form is needed. The release may be needed if additional information is needed from your employer or plan sponsor.

If you can't get some of this information, I can usually still get the QDRO done.