Guest SEmer1969 Posted February 1, 2011 Posted February 1, 2011 I'm divorcing, and have agreed to liquidate my 401K giving my soon to be ex-wife 100% of the funds in the account. The account is with Fidelity, and I filled out the online assistance form Fidelity has for creating QDROs. Though neither my company, nor the Fidelity respresentative mentioned anything about the filing of forms FL-370-FL375, my soon to be ex-wife (who lives in New Jersey while the plan and myself live in California) told me her attorney stated all these forms needed to be filled out and submitted with the QDRO. Is this correct? From what I am reading about the Joinder, it looks as though it is used it there is a dispute over the amount one party or another (or possibly and employer) would fill out if they wanted it to go before a judge. Any help on this matter will be greatly appreciated, as I have filled out our Marital Settlement stating she gets 100% of the 401K as an equalization payment, and also the QDRO giving her 100% of the funds. Stephen
QDROphile Posted February 1, 2011 Posted February 1, 2011 You don't need to deal with any of the joinder garbage unless the plan adminstrator or the lawyers are mentally disabled.
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