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QDRO Institute
QDRO Docs
Phase 1 · 202 templates
Draft a QDRO
Start by choosing a plan template, then fill in the universal fields.
Step 1
Choose your template
Select a plan template from the merge-ready library of 202 templates
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Step 2
Participant
Employee / Plan member
Full Name
SSN
Full Address
Date of Birth
Gender (pronouns)
his / he
her / she
Alternate Payee
Former spouse / awardee
Full Name
SSN
Full Address
Date of Birth
Case Caption
Court information for the case caption block (Texas style)
Cause Number
Court Number
County Name
Petitioner
-- Select --
Participant is Petitioner
Alternate Payee is Petitioner
Marriage & Divorce
Dates and jurisdiction
Marriage Date
Divorce Date
Divorce State
Valuation Date
Award
Choose a division method; Option 2 requires a percentage
Division Method
-- Select a method --
Option 1 — Coverture Fraction
Option 2 — Flat Percentage
Percent Award (%)
Dollar Amount Award
Special Instructions
TRS only. All Special Instructions always appear in the final order — TRS requires the model order language in full. Checking a box marks it ☑ in the document; entering an amount fills in the corresponding blank line.
SI 1 — Cap on total amount plus interest
SI 1 — Cap amount ($)
SI 2 — Cap on total amount
SI 2 — Cap amount ($)
SI 3 — Cap on monthly amount
SI 3 — Monthly cap ($)
SI 4 — ERS service credit transfer (Option 1 only)
SI 5 — Exclude purchased service credit (Option 1 only)
SI 5 — Years to exclude
SI 6 — Retiree change to standard annuity
SI 7 — Change continuing optional beneficiary
SI 6 — Special refund of deposits/contributions
SI 6 — % of refund deposits
SI 6 — % of interest
Plan-Specific Fields
This template requires additional fields not on the universal intake form. Fill in any that apply; blanks will appear as visible tokens in the merged document.
Participant's Counsel
Attorney for the participant
Firm
Attorney Name
Address Line 1
Address Line 2
City
State
Zip
State Bar No.
Telephone
Fax
Email
Alternate Payee's Counsel
Attorney for the alternate payee
Firm
Attorney Name
Address Line 1
Address Line 2
City
State
Zip
State Bar No.
Telephone
Fax
Email
Signature Blocks
Choose which signature blocks to include in the order
Will Participant's counsel sign?
value=1
Will Alternate Payee's counsel sign?
value=1
Will Participant sign?
Will Alternate Payee sign?
Ready.
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