1
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.
2
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.
3
We will draft the Order based on the language of the Entry and on the Requesting Attorney’s direction.
4
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.
5
After we secure pre-approval from the Plan Administrator, we email the draft to the Requesting Attorney in Microsoft Word format.
6
The Requesting Attorney should file the Order with the appropriate court.
7
The Requesting Attorney should promptly submit the court-executed Order to the Plan for approval. We will provide the appropriate mailing address.
8
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.
