IPERS QDRO Instruction Packet

QDRO ChecklistAn IPERS QDROs MUST:(√)____________________________Be double-spaced and in 12-pt. font.Contain current mailing addresses for the Member and Alternate Payee (andSuccessor Alternate Payee(s), if named in the Order).Identify IPERS and its correct mailing address as the Plan.State that the Order is a marital property settlement.State the exact percentage or exact dollar amount of the Member’s gross monthlyor gross lump-sum payment, or method for determining said percentage ordollar amount, payable to the Alternate Payee at the time that a qualifyingdistribution begins. (See Drafting Samples―Paragraph 3.)State the period of time that monthly payments are to be made to the AlternatePayee, if the qualifying distribution event is a monthly pension payment to theMember. (See Drafting Samples―Paragraph 4.)State that payments will begin only at the time when a distribution from theMember’s account is made (trigger event). (See Drafting Samples―Paragraph 5.)____ Be signed by the judge and filed with the clerk of court, or conformed inaccordance with local court rules (NOTE: IPERS will accept a photocopy or faxedcopy of a final, file-stamped Order–―the final Order does not need to be certified).____Be accompanied by the appropriate documents as indicated in the Introduction.An IPERS QDRO MAY:(√)________Award a share of dividends to the Alternate Payee. (See Optional Paragraph 5A.)Name Successor Alternate Payee(s). If minor children are involved, a trusteemay be named as Successor Alternate Payee. (See Optional Paragraph 5B.)Effective May 8, 20136