PRACTICE LIMITED TO PREPARATION OF QDROS AND RELATED ISSUES


	FEE SCHEDULE
	REQUEST FORMS
	SETTLEMENT AGREEMENT LANGUAGE
	PRACTICE AIDS
	QDRO TUTORIAL
	DISCLAIMER
	GLOSSARY

Email this page

New Business Request Form - IRA Transfer(s)

You may complete and submit this form online, or download it for later use. (To download, right-click and select "Save target as")

Download:
	Word
	WordPerfect

ATTORNEY

Requesting Attorney Data:

Attorney Name:
Firm Name:
Address:
Phone:
Fax:
E-mail:

Are we being jointly retained in this matter (we will automatically copy your adversary on all correspondence and the completed documents).
Yes No

Adversary Name:
Adversary Firm Name:
Adversary Address:
Adversary Phone:
Adversary Fax:
Adversary E-mail:

Do you represent the Husband or Wife?
Husband Wife

Which party has the IRA to be Transferred?
Husband Wife

Full name of the party who has the IRA:

Name of financial institutions holding the IRA(s) to be transferred::

Do you want the forms sent to you by Email, Fax or U.S. Mail:
E-mail Fax U.S. Mail

Florida: (941) 388-0556 | Toll Free: (877) 443-4867 | Fax: (941) 388-0906
7345 Professional Pkwy. E
Sarasota, FL 34240

Principal office location:
7345 Professional Parkway East, Sarasota, Florida 34240.

Site Design by GetNetSmart