FORMS & FEES

Your QDRO Forms all in one place.

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QDRO FORMS

For Attorneys: $400 per QDRO
For Individuals: $600 per QDRO

QDRO Request Form

Use this form to submit a standard QDRO request for defined contribution plans (ie: 401(k)), defined benefit pension plans or IRA transfers. Also, please send a copy of the party's divorce decree/sep. agreement and a plan statement if you have it.

Limited Authorization Form

Please submit a Limited Authorization Form with your QDRO Request, if applicable. Generally not required for "defined benefit" pension plans. Usually only necessary if we have to obtain "pre-marital" balance from a 401(k). We charge an additional $100 fee for discovery letters.

FEDERAL RETIREMENT PLAN FORMS

For Attorneys: $400 per COAP/TSP Order
For Individuals: $600 per COAP/TSP Order

CSRS/FERS/TSP Request Form

Orders to divide CSRS and FERS are referred to as Court Orders Acceptable for Processing ("COAP") and NOT a QDRO. These are "defined benefit" plans that pay monthly lifetime annuities. The Thrift Savings Plan is a "defined contribution" plan, similar to a 401(k).

TSP Authorization Form

Please submit Form TSP-92B if there is a "pre-marital" balance that must be obtained. Either party can sign the form. We charge an additional $100 fee for discovery letters.

MILITARY REQUEST FORM

$600 per Order

Military Request Form

We also require LES statements for 3-year period prior to divorce to calculate high-3 base pay, and a "points" statement for a "reservist." If already retired, send a Retiree Account Statement.

OHIO PUBLIC EMPLOYEE PLAN FORMS

$400 per DOPO

DOPO Request Form

Every DOPO request also requires a signed Authorization Form so we can perform discovery with the plan administrator. Please submit a signed Authorization Form for the applicable plan along with your DOPO Request. Each plan has their own unique form (see below).

Ohio Deferred Comp Authorization Form

Please submit this signed authorization form along with your QDRO Request Form. It does NOT need to be notarized.

Ohio SERS Authorization Form

Please submit this form along with your DOPO Request Form. It does NOT need to be notarized.

Ohio STRS Authorization Form

Please submit this form along with your DOPO Request Form. It does NOT need to be notarized.

Ohio OPERS Authorization Form

Please submit this form along with your DOPO Request Form. It does NOT need to be notarized.

Ohio Police and Fire Authorization Form

Please submit this form along with your DOPO Request Form. A Notary witness is required.