Qualified Domestic Relations Orders and Pension Evaluations
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SAMPLE LETTERS FOR PLAN ADMINISTRATORS

Many times when Domestic Relations Orders are served against Plans sponsored by small corporations the Company is not clear on what is being requested of them. In such matters we can offer suggested language to be used by the Company when the assignment to the Alternate Payee can be implemented.

SAMPLE LETTER FOR PRE-APPROVAL OF A DRAFT ORDER

I have examined this draft Domestic Relations Order submitted to this office by _________________. As the Plan Administrator, I find that this draft Order would be

acceptable pursuant to Title 29 USC 1056(d)(3) as amended. Upon receipt of an identical Order certified by the Court, the Domestic Relations Order will be qualified and implemented.

SAMPLE LETTER FOR QUALIFICATION OF A DRAFT ORDER

I have examined this draft Domestic Relations Order submitted to this office by _________________. As the Plan Administrator, I find that this executed Domestic Relations Order is in full compliance with the federal statutory standards for the determination that a Domestic Relations Order is a Qualified Domestic Relations Order pursuant to Title 29 USC 1056(d)(3) as amended.