Qualified Domestic Relations Order: Forms and Worksheets Book

The Qualified Domestic Relations Order Answer Book: Forms & Worksheets provides practical, step-by-step guidance for professionals involved with any aspect of QDROs and QMCSOs. Sample documents from policies and procedures to forms, letters and checklists have been furnished to streamline the preparation, review, and administration of QDROs and QMCSOs. Every procedure along the way is clearly outlined from establishing staff policies and operations to making proposals for outsourcing.

Some of the other highlights from the Answer Book include:

• Model language from the IRS, the Pension Benefit Guarantee Corporation and the Department of Labor
• Model QDRO and QMCSO provisions
• Rules governing QDROs and QMCSOs
• Tax consequences
• Benefit valuations and offsets
• Recommendations for retirement benefits recipients
• QDRO and QMCSO outsourcing
• And more!