Individual Retirement Account (IRA)

IRAs are not governed by ERISA and most do not require a court order, especially if you have detailed separation agreement language.  Most IRA custodians need a copy of the divorce decree and their own internal transfer forms.

Our recommended approach is to have the IRA owner reach out to his/her financial advisor before the divorce is finalized.  Not only does this expedite the division, but many times IRA custodians have severe restrictions regarding the allowable assignments.  It is best to know these beforehand.

FORMS

IRA New Request Packet (includes checklist and request form)

I Need Discovery

FEES

Fee: $400/each for court order
$200/each for Letter of Instruction

Note: If you request multiple court orders in a single case at the same time, there is a $100 discount on each additional order.

If you need discovery, or if it is a complex case, there will be additional fees.

CREDIT CARD PAYMENT

To learn more about IRAs, visit our Resources.

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