Documents Needed Regarding Retirement Benefits

  • Most recent account statement for retirement accounts or other benefits earned before marriage, last account statement before the marriage
  • Summary plan description (if a retirement benefit will be split between spouses going through a divorce) (request from employer)
  • Model Qualified Domestic Relations Order if the employer has a preferred form to split the account (request from employer)

For A Family Business:

  • Tax returns for five years
  • Profit and loss statements
  • Balance sheets
  • Records of capital assets
  • Incorporation or partnership papers

Talk To A Lawyer About Divorce And Retirement Benefits

Talk to Courtney Quist of Quist Law Firm, PLLC to learn more about asset division, divorce and retirement benefits. She provides free initial consultations in Grand Rapids. To schedule a free consultation, call 616-490-4023 or send an email.

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