Retirement Benefits

i-retirementbenefitsDocuments Needed Regarding Retirement Benefits

Retirement Benefits

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

For a Family Business

    • Tax returns for 5 years
    • Profit and loss statements
    • Balance sheets
    • Records of capital assets
    • Incorporation or partnership papers