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ERISA PLANS - PROVIDE ALL ITEMS BELOW

This is an attachment to our Engagement Letter for the preparation of an Order. The following are the items which are to be provided to us with the return of the signed Engagement Letter and our fees:

Provide a copy of the settlement agreement
Provide a copy of the Judgment of Divorce
Provide the following regarding the Husband:
Name of Husband
Husband's Email Address
Is he the Plaintiff/Petitioner or Defendant/Respondent?
Date of birth
Social Security Number
Home Address
Provide the following regarding the Wife:
Name of Wife
Wife's Email Address
Date of birth
Social Security Number
Home Address
Date of marriage
Jurisdiction's end of marriage date (cutoff date to be used for acquisition of marital assets), i.e. date of separation, filing of the complaint, service of summons, etc.
Provide the exact legal name of specific Plan(s) against which order to be drafted.
Advise the date of hire for the party whose benefit is to be divided. If more than one company involved provide complete data on each.
Advise the date of participation or membership in each Plan against which order is to be drafted.
Provide us with a copy of the current Summary Plan Description
If the Plan we are to draft against is a Defined Benefit Plan obtain an estimate from the Plan Sponsor which provides the employee's date of hire, date of participation, credited service and accrued benefit as of the applicable cut off date, which would be payable at normal retirement age.
If the Plan we are to draft against is a Defined Contribution Plan obtain a copy of the statement provided to the employee as close as possible to the cut off date, the date of marriage (if available) and as of current date.
Are both sides to receive copies of all correspondence?
If No-
Send copies to Husband's side
Send copies to Wife's side
Advise the full name and address of the attorney for the Plaintiff/Petitioner. If the
Plaintiff/Petitioner is Pro Se just specify Pro Se.
Attorney for Plaintiff's Email Address
Advise the full name and address of the attorney for the Defendant/Respondent. If the Defendant/Respondent is Pro Se just specify Pro Se.
Attorney for Defendant's Email Address
Provide a copy of any underlying pension evaluation report prepared for this matter.
(If any available)
Advise the full name and address of the employer for the party whose benefits are to be divided. If more than one employer involved provide complete details on all.
Provide a copy of the Domestic Relations Order guidelines established by the Company or Union for this Plan.
Is the party whose benefit is to be divided still actively employed?
If the party is terminated or retired and collecting provide the date of termination or retirement.
IF THIS QUESTION IS NOT ANSWERED WE WILL ASSUME THE INDIVIDUAL IS STILL ACTIVELY EMPLOYED.
If the party is retired and collecting provide a copy of the benefit calculation provided to the individual at retirement including information on the retirement option elected at retirement and the beneficiary named, if any. This should also include the party's date of hire, participation, credited service, date of termination and any other data used to make the calculation.