Legal Dynamics, Inc. 424 E. Central Blvd, #405 • Orlando, FL 32801 • Toll Free 800-565-8067
QDROs are Simple to Create with Legal Dynamics.The QDRO process is easy with Legal Dynamics. We make QDROs simple and easy for you through Legal DynamicsQDRO files made simple for your through Legal DyanmicsYou have an advocate for your QDRO with Legal Dynamics.

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GO TO OUR ATTORNEY's DOWNLOADABLE ( OR PRINTABLE ) DOCUMENTS PAGE
FOR SAMPLE QDRO MARITAL SETTLEMENT LANGUAGE WHICH PROTECTS YOUR QDRO CLIENT UNDER ALL CIRCUMSTANCES.

INFORMATION FOR ATTORNEYS WHO USE SAMPLE QDRO DOCUMENTS:

All practitioners should be cautioned to NEVER use a plan administrator’s sample without ensuring the addition items identified below are incorporated therein. The reason for this is that there are only 11 required items which must be included in a QDRO to be considered qualified under the Internal Revenue Code, but to properly represent the interest of your client so that benefits are not subject to loss, we recommend an additional 30-32 provisions, depending on the type of plan. Plan administrators will readily give you a free sample and if you use it, they will quickly approve it. As you read through this section, you will notice the areas which could expose your client to loss and your practice to liabilities.


STATUTORY QDRO REQUIREMENTS:

ADDITIONAL RECOMMENDED QDRO PROVISIONS
FOR DEFINED CONTRIBUTION TYPE PLANS


ADDITIONAL RECOMMENDED QDRO PROVISIONS
FOR DEFINED BENEFIT TYPE PLANS


ADDITIONAL RECOMMENDED PROVISIONS
TO INCLUDE IN THE ORDER FOR ENTRY OF QDRO

 

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