Getting Started

Call Any Time with Questions!

Please send the following four (4) documents to get started:

  1. Application (see below);
  2. Signed Fee Agreement (see below);
  3. Court Order / Settlement Agreement that specifies how the retirement account is to be divided; and
  4. A recent account statement.

Once we receive these documents, we’ll email a payment link and get started.

Our work includes:

  • Drafting and submitting the order to the Plan Administrator for pre-approval;
  • Revising the order (if needed); and
  • Forwarding the pre-approved order to your attorney for filing and final submission.
    (If you will not be using an attorney, please use the “with filing” Fee Agreement below, and we’ll facilitate the filing and submission of your order.)

Simply QDROs will assist in any way needed to ensure final approval.

We look forward to working with you.

Application
Fee Agreement
Fee Agreement (with Filing)
TYPE OF RETIREMENT PLAN FEE
DEFINED CONTRIBUTION PLANS

401(k), 403(b), 457(b), TSP, ESOP, etc.

Fidelity System Orders – $600
$600 / $750
PRIVATE & GOVERNMENT PENSIONS

Private Employer Pension Plans

State Pension Plans

Federal Pensions – CSRS, FERS
$850
MILITARY PAY ORDERS

Higher $950 fee is for an order that requires verification/calculation of “High-36”
$850 / $950