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Military Order Checklist

This information is required for the Plan Participant:

  • Full Name of Parties (Petitioner and Respondent)
  • Complete and most recent address of each party
  • Social Security Numbers of each party
  • Dates of Birth of each party
  • Date of Marriage
  • Date of Division
  • Significance of Date of Division
  • Name of Judge
  • County and State of Action
  • Case Number
  • Name of Member
  • Percentage/Dollar Amount of Award
  • $550 FEE! (payable in advance or before commencement of work)

For Military Service Members

  • Branch of Military in which Member served/is serving, i.e. Army, Army Reserves, Navy, etc;
  • Marital Settlement Agreement
  • Date of Entry into the service
  • Is Member currently Active or has he/she Retired?
    If Retired, please provide date of retirement
    Date of Separation from Service if no longer active or Reservist
  • Is Member currently receiving military retired pay?
    If so, what amount?
  • Were parties married for at least 10 years concurrent with Member’s military service?

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We can help you with your pension valuations, QDROs, and answer any investment questions. Fill out the form below for a free consultation, and let’s get started.

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