QDRO Docs — QDRO Institute

Step 2

Signature Configuration

Who will sign this order? This controls which fields and signature blocks appear.

Step 3

Participant

Employee / Plan member

Full Name

SSN

Full Address

Date of Birth

Gender (pronouns)

his / he

her / she

Alternate Payee

Former spouse / awardee

Full Name

SSN

Full Address

Date of Birth

Case Caption

Court information for the case caption block (Texas style)

Cause Number

Court Number

County Name

Petitioner

Marriage & Divorce

Dates and jurisdiction

Marriage Date

Divorce Date

Divorce State

Valuation Date

Award

Choose a division method; Option 2 requires a percentage

Division Method

Dollar Amount Award

Special Instructions

TRS only. All Special Instructions always appear in the final order — TRS requires the model order language in full. Checking a box marks it ☑ in the document; entering an amount fills in the corresponding blank line.

SI 1 — Cap on total amount plus interest

SI 2 — Cap on total amount

SI 3 — Cap on monthly amount

SI 4 — ERS service credit transfer (Option 1 only)

SI 5 — Exclude purchased service credit (Option 1 only)

Plan-Specific Fields

This template requires additional fields not on the universal intake form. Fill in any that apply; blanks will appear as visible tokens in the merged document.

Participant's Counsel

Attorney for the participant

Firm

Attorney Name

Address Line 1

Address Line 2

City

State

Zip

State Bar No.

Telephone

Fax

Email

Alternate Payee's Counsel

Attorney for the alternate payee