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QDRO Division Intake Questions
Lets get started! Please provide me the exact spelling of names used in the court papers-including middle initials and/or middle names if applicable. Use the spelling format that was first typed into your court papers when your case began-even if legal names have changed since the start of your case.
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What is the date of marriage?
MM
/
DD
/
YYYY
What is the date of separation? (Note this is different than the date of judgment)
MM
/
DD
/
YYYY
What is the case number?
Your answer
What State did your court case take place in?
Your answer
What County did your court case take place in?
Your answer
Please spell Petitioner's name. (The Petitioner is the first person to file at court. Please use the exact spelling the Court uses including middle names, if applicable. Even if the Court does not spell Petitioner's name correctly, please mirror the Court's spelling.)
Your answer
Petitioner's Phone number?
Your answer
Petitioner's e-mail address?
Your answer
Petitioner's date of birth? (Which is required to be provided to the Plan Administrator.)
MM
/
DD
/
YYYY
Petitioner's Social Security Number? (Retirement Plan Administrator requires this information).
Your answer
Petitioner's Street Address? (Address information is required and will be shared with ALL PARTIES. At your preference, you may use a friend's address, a P.O. Box, or c/o David Ruegg's office address - until the QDRO process is complete).
Your answer
If Petitioner has an apartment number or suite number-what is is?
Your answer
Petitioner's City Mailing Address?
Your answer
Petitioner's State Mailing Address? (CA, TX, FL, NY, Ect)
Your answer
Petitioner's Zip Code?
Your answer
Please spell the Respondent's name? (The Respondent is the 2nd person to file in Court. Please use the exact spelling the Court uses including middle names, if applicable. Even if the Court does not spell Respondent's name correctly, please mirror the Court's spelling.)
Your answer
Respondent's Phone number?
Your answer
Respondent's e-mail address?
Your answer
Respondent's date of birth. (Which is required to be provided to the Plan Administrator.)
MM
/
DD
/
YYYY
Respondent's Social Security Number? (Retirement Plan Administrator requires this information).
Your answer
Respondent's Street Address? (Address information is required and will be shared with ALL PARTIES. At your preference, you may use a friend's address, a P.O. Box, or c/o David Ruegg's office address - until the QDRO process is complete).
Your answer
If Respondent has an apartment number or suite number-what is it?
Your answer
Respondent's City Mailing Address?
Your answer
Respondent's State Mailing Address? (CA, TX, FL, NY, Ect).
Your answer
Respondent's zip code?
Your answer
Do you or your ex have any pre-marital (BEFORE marriage) separate property claims in any of the retirement accounts that require division? (Example: you started your 401(k) BEFORE date of marriage)
No. None that I know of as far as BEFORE marriage separate property.
Petitioner has a PRE-marital (BEFORE marriage) separate property claim.
Respondent has a PRE-marital (BEFORE marriage) separate property claim.
Petitioner and Respondent both have PRE-marital (BEFORE marriage) separate property claims.
I am unsure.
Clear selection
Do you want to discuss investment options for your QDRO money with a licensed financial advisor?
Yes-please introduce me to a trusted contact via email
No-I already have someone and/or do not need advice at this time
Clear selection
Last question-How did you find our office? Did you do a google search? Did someone refer you? (If so-Who?) Thanks!
Your answer
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