In-House QDRO Preparation Checklists

The following QDRO Checklists are available through our website for our In-House QDRO Preparation Services. These and other Checklists may be obtained by contacting us at 1-800-447-0084. Depending on the Checklist, it can be e-mailed, faxed and/or mailed upon your request. All the QDRO Checklists below are provided in PDF format.

Free Phone Consultations & Help Completing a Checklist
Call 1-800-447-0084 to Speak to One of Our QDRO Specialists

QDRO Preparation Checklists:

PDF Defined Benefit Plan (ERISA) - Traditional
Qualified Domestic Relations Order
PDF Defined Benefit Plan (ERISA) - Cash Balance
Qualified Domestic Relations Order
PDF Defined Benefit Plan (ERISA) - Money Purchase
Qualified Domestic Relations Order
PDF Defined Contribution Plan (ERISA)
Qualified Domestic Relations Order
PDF Defined Contribution Plan (ERISA) - 401k, 403b & Profit Sharing
Qualified Domestic Relations Order
PDF Deferred Compensation (457b & 457f) Plans (NON-ERISA)
Domestic Relations Order
PDF CSRS (Civil Service Retirement System)
Court Order Acceptable for Processing
PDF FERS (Federal Employment Retirement System)
Court Order Acceptable for Processing
PDF Railroad Retirement System
Qualifying Court Order, Tier 2 Vested & Supplemental Annuity Benefits
PDF Individual Retirement Account (IRA)
Qualified Domestic Relations Order
PDF Military
Qualifying Court Order for Military Retirement System
PDF Thrift Savings Plan
Retirement Benefits Court Order for Federal Employees
PDF TIAA
Qualified Domestic Relation Order
PDF Past-Due Child Support
Qualified Domestic Relation Order

QDRO Checklists for State and Local Retirement Systems:

Alabama State Retirement Systems
Alaska State Retirement Systems
Arizona State Retirement Systems
Arkansas State Retirement Systems
California State Retirement Systems
Colorado State Retirement Systems
Connecticut State Retirement Systems
Delaware State Retirement Systems
District of Columbia Retirement Systems
Florida State Retirement Systems
Georgia State Retirement Systems
Hawaii State Retirement Systems
Idaho State Retirement Systems
Illinois (Not Available)
Indiana State Retirement Systems
Iowa State Retirement Systems
Kansas State Retirement Systems
Kentucky State Retirement Systems
Louisiana State Retirement Systems
Massachusetts State Retirement Systems
Maryland State Retirement Systems
Maine State Retirement Systems
Michigan State Retirement Systems
Minnesota State Retirement Systems
Mississippi State Retirement Systems
Missouri State Retirement Systems
Montana State Retirement Systems
Nebraska State Retirement Systems
Nevada State Retirement Systems
N. Hampshire State Retirement Systems
New Jersey State Retirement Systems
New Mexico State Retirement Systems
New York State & Local Retirement System
New York State Teachers Retirement System
New York City Employee Retirement System
N. Carolina Teachers & State ERS
North Dakota State Retirement Systems
Ohio (Not Available)
Oklahoma State Retirement Systems
Oregon State Retirement Systems
Pennsylvania State Employee Retirement System
Pennsylvania Municipal Retirement System
Pennsylvania Public School Retirement System
Rhode Island State Retirement Systems
South Carolina State Retirement Systems
South Dakota State Retirement Systems
Tennessee State Retirement Systems
Texas State Retirement Systems
Utah State Retirement Systems
Vermont State Retirement Systems
Virginia State Retirement Systems
Washington State Retirement Systems
West Virginia State Retirement Systems
Wisconsin State Retirement Systems
Wyoming State Retirement Systems

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