After the Requesting Attorney retains our services (Attorney Checklist), we will verify the legal name of the plan and where the Order needs to be sent for approval.
If we need additional information or documents, we will contact the Requesting Attorney. We can also provide direction for how to obtain the necessary information from the Plan Administrator.
We will draft the Order based on the language of the Entry and on the Requesting Attorney’s direction.
If you do not want to wait for the Order to be pre-approved, you can file it at this point. Some plans, like those administered by Fidelity, will not review Orders unless they are executed by the Court.
After we secure pre-approval from the Plan Administrator, we email the draft to the Requesting Attorney in Microsoft Word format.
The Requesting Attorney should file the Order with the appropriate court.
The Requesting Attorney should promptly submit the court-executed Order to the Plan for approval. We will provide the appropriate mailing address.
If the Plan Administrator rejects the Order, we will revise it at no additional cost. However, if the Requesting Attorney requests changes after the initial draft, there may be additional charges.