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Voya Retirement Insurance and Annuity Company PO Box 990063 Hartford, CT 061990063Qualified Domestic Relations Order General Information The Internal Revenue Code (the Code) and the retirement plan

How to fill out qualified domestic relations order

How to fill out qualified domestic relations order

1. Begin by obtaining the qualified domestic relations order (QDRO) form from your retirement plan administrator or legal counsel.
2. Fill out the basic information at the top of the form, including the names and addresses of the plan participant and the alternate payee.
3. Specify the name of the retirement plan and provide the plan's address.
4. Detail the specific percentages or amounts to be paid to the alternate payee from the retirement plan.
5. Include any specific conditions or timing for the payments, such as upon retirement, reaching a certain age, or in the event of the participant's death.
6. Ensure the order complies with the plan's requirements and state laws, which may involve legal advice.
7. Obtain signatures from both the plan participant and the alternate payee, if required.
8. Submit the completed QDRO to the plan administrator for approval.
9. Once approved, make copies of the final, signed order for your records.

Who needs qualified domestic relations order?

1. Individuals going through a divorce who need to divide retirement benefits.
2. Alternate payees, such as spouses or former spouses, entitled to a portion of retirement benefits.
3. People who have negotiated a settlement that involves the division of a retirement plan.

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What is a qualified domestic relations order?

A qualified domestic relations order (QDRO) is a legal order that recognizes an individual's right to receive a specified portion of a retirement plan benefits due to divorce or legal separation.

Who is required to file a qualified domestic relations order?

Typically, the divorcing spouses, often through their legal representatives, are required to file a QDRO to divide retirement benefits as part of the divorce settlement.

How to fill out a qualified domestic relations order?

To fill out a QDRO, one must gather necessary information about the retirement plan, the parties involved, and the specific benefits to be divided. It may be beneficial to consult an attorney to ensure it meets legal requirements.

What is the purpose of a qualified domestic relations order?

The purpose of a QDRO is to legally divide retirement plan assets between divorcing spouses without incurring penalties, thereby ensuring that both parties receive their fair share of retirement benefits.

What information must be reported on a qualified domestic relations order?

A QDRO should include the name and last known address of the employee and the alternate payee, the amount or percentage of the benefits to be paid to the alternate payee, and the number of payments or period covered by the order.