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In order to offer you the most efficient service, a request for services form is posted on this website. You may complete the form electronically and submit the form with a copy of the following items to QDRO Outsource via mail or fax:

1.

Plan document and summary plan description for each plan listed below;

2.

QDRO procedures for each plan listed below;

3.

Participant's most recent benefit statement or an account balance for each plan listed below;

4.

Pleadings which set forth the designation of the court, name of the judge, case and docket number, name, address and telephone number of attorneys; and

5.

Portion of the judgment or settlement agreement dividing each plan listed below.

Note: The plan administrator may require written authorization from the participant authorizing the release of relevant plan information to assist in the preparation of the QDRO. A sample participant authorization is posted on this website.









 

  This website may constitute "advertising" under Massachusetts Supreme Judicial Court Rule 3:07. The material contained on this web site has been prepared for educational purposes only and is not to be considered legal advice. Transmission or receipt of this material, or any response of a visitor to this website is not intended to and does not create an attorney-client relationship or privilege of any kind .