Plan Administration Forms
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Plan Maintenance |
Changes to Contact Information or Web Access |
QDRO Documents |
- QDRO Plan Approval Form
- Sample QDRO
- Sample QDRO Notification Letter - to Participant
- Sample QDRO Notification Letter - to Alternate Payee
- Sample QDRO Letter to Participant - QDRO is approved
- Sample QDRO Letter to Alternate Payee - QDRO is approved
- Sample QDRO Letter to Participant - QDRO is not approved
- Sample QDRO Letter to Alternate Payee - QDRO is not approved
QDRO Documents
QDRO Plan Approval FormRequest a distribution/transfer upon receipt of an approved Qualified Domestic Relations Order (QDRO).
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Sample QDRO Notification Letter - to Participant Sample letter to be customized and sent to the Participant when QDRO is received.
Sample QDRO Notification Letter - to Alternate PayeeSample letter to be customized and sent to the Alternate Payee when QDRO is received.
Sample QDRO Letter to Participant - QDRO is approvedSample letter to be customized and sent to the Participant when QDRO is approved.
Sample QDRO Letter to Alternate Payee - QDRO is approvedSample letter to be customized and sent to the Alternate Payee when QDRO is approved.
Sample QDRO Letter to Participant - QDRO is not approvedSample letter to be customized and sent to the Participant when QDRO is not approved.
Sample QDRO Letter to Alternate Payee - QDRO is not approvedSample letter to be customized and sent to the Participant when QDRO is not approved.