| 1 |
Has
the participant been ordered to name the alternate payee as
irrevocable beneficiary / designated current spouse / designated
surviving spouse? |
| 2 |
Has
the participant been ordered to refrain from taking loans and/or
distributions? |
| 3 |
Have
unequal death benefits been calculated with have market values
been included in a requirement for additional life insurance
on the participant? |
| 4 |
Has the participant been ordered to notify the alternate payee
of his/her actual date of retirement? |
| 5 |
Has
the participant been ordered to consent to a release form for
verification of accurate disclosure? |
| 6 |
Have
the parties been ordered to execute, without delay, any and
all documentation regarding the QDRO order(s)? |
| 7 |
Do
the awarded benefits remain in full force and effect under the
terms of the dissolution case, even if the terms of a plan require
that any or all benefits revert back to the participant? |
| 8 |
Has
the participant been ordered to facilitate and ensure proper
transfer of marital retirement benefits and ensure that awarded
benefits effect equitable distribution? |
| 9 |
Has the participant been ordered to refrain from electing to
have any benefits paid over the life of the participant only
(ceasing at death)? |
| 10 |
As
the participant been ordered to purchase a life insurance contract
equal to the amount of benefits which are not protected from
loss in death? |
| 11 |
Has the participant been ordered to refrain from taking any
action (or inaction) that might diminish, delay or extinguish
the rights and entitlements of the alternate payee? |
| 12 |
Has
the participant been ordered to pay the alternate payee directly
if any awarded benefits are reverted or paid in error? |
| 13 |
Has the court retained jurisdiction to enter such further orders
as are necessary (or to seek other remedy) in the event that
the participant or plan administrator fail to comply with the
QDRO order(s)? |
| 14 |
Do
the documents contain forms for the parties to stipulate to
the order(s)? |
