Qualified Domestic Relations Orders and Pension Evaluations
Pension Evaluations Qualified Domestic Relations Orders QDRO's QDRO Tutorial Pension Evaluation Contact Us
QDRO
QDRO Forms
Pension Evaluation
Additional Services
Settlement Agreement Language
Review of QDRO's Prepared by Others
QDRO Administration Services
Seminar/Lecture Services
CLE Courses
Fee Schedule
Learning Tools
Newsletters
Relevant and Cited Cases by our Staff
FAQ's
Glossary
About Us

Name:
Email:
Phone:
--
Message:
Make a Payment
We support Apraxia-KIDS

Settlement Agreement Language For a Deferred Distribution

Requesting Attorney Data
Attorney Name:
Firm Name:
Address:
Phone:
Fax:
Email:
Are we being jointly retained in this matter (we will automatically copy your adversary on all correspondence and the completed documents).
Adversary Name:
Adversary Firm Name:
Adversary Address:
Adversary Phone:
Adversary Fax:
Adversary Email:
Do you represent the
Husband or Wife?
Did we prepare a pension evaluation report
in this matter?
Which party has the benefit?
Full name of the party who has the benefit:
Name of Plan(s) to be divided in the Agreement. (If you are not clear on the exact name of the Plan provide the name of the employer for the party who has the benefit and advise if the Plan is a "Pension Plan" or a "401(k) Plan", etc.):

Delineate in lay language what you are trying to obtain for your client from each Plan(s) listed above, i.e. percentage or dollar amount to be awarded from each Plan, survivor or death benefits to be assigned, etc.

WE WILL REVIEW THE ANTICIPATED SETTLEMENT THAT YOU ENTER BELOW. IF WE ARE RETAINED SOLELY BY YOUR OFFICE AND WE BELIEVE THE SETTLEMENT DOES NOT ADVANTAGE YOUR CLIENT WE WILL NOTIFY YOU ACCORDINGLY BEFORE WE DRAFT THE LANGUAGE. IF WE ARE JOINTLY RETAINED WE WILL ASSUME THAT THE PARTIES HAVE NEGOTIATED THE DIVISION OF ASSETS YOU HAVE DELINEATED AND WILL PREPARE THE LANGUAGE ACCORDINGLY UNLESS YOU CHECK THE BOX BELOW.

I WANT YOU TO CONTACT ME IF MY CLIENT HAS BEEN DISADVANTAGED BY MY SUGGESTED DIVISION OF ASSETS.

IF WE NOTE ANY LANGUAGE THAT CANNOT BE IMPLEMENTED IN A QUALIFIED DOMESTIC RELATIONS ORDER WE WILL ALERT YOU PRIOR TO DRAFTING THE LANGUAGE.

DELINEATE BELOW THE AMOUNT TO BE ASSIGNED TO THE NON-PROPERTIED SPOUSE FROM EACH ENTITLEMENT: