Northshore QDROS provides professional intake services for lawyers and our non-attorney clients.
QDRO PROCEDURES CHECKLIST
To initiate the applicable draft QDRO(s) with Northshore QDROs, please complete the following procedures:
Applicable payment – We accept your attorney’s firm check, money order, bank check or law firm credit card. We accept credit cards from non-attorney clients. We do not accept personal checks.
A copy of the case style/heading/caption along with the signature page utilized in your jurisdiction.
A copy of the parties’ settlement terms as pertains to the division of retirement assets.
Any official plan statement or document that properly references the Plan name to be addressed in the body of the QDRO.
A completed QDRO Intake Form for each benefit to be divided, initialed by the hiring attorney or non-attorney client.
We hope the foregoing is helpful. Please feel free to contact our office with any additional questions or concerns. Thank you kindly for your business.
