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What information must a Qualified Domestic Relations Order contain in order to qualify under ERISA?

A New York Qualified Domestic Relations Order must contain the following information:

  • the name and last known mailing address of the plan participant and each alternative payee;
  •  the name of each plan to which the order applies;
  • the dollar amount or percentage (or the method used to determine the dollar amount or percentage) of the benefit to be paid to the alternative payee; and
  • the number of payments or time period in which the order applies.

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