Qualified Domestic Relations Order (QDRO ... - JPMorgan Chase 2026

See details

4.8 out of 5

46 votes

The document outlines the Qualified Domestic Relations Order (QDRO) procedures and guidelines for the JPMorgan Chase 401(k) Savings Plan and Retirement Plan. It details the roles of QDRO Consultants Co. as the designated review agent, the process for reviewing draft and executed DROs, holds on participant accounts during the QDRO process, and requirements for QDRO language. Additionally, it addresses issues related to benefits allocation, investment earnings, and provisions regarding death of participants or alternate payees. The document also includes model QDRO language and authorization forms necessary for releasing qualified plan information.

Here's how it works

01. Edit your qdro online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Qualified Domestic Relations Order (QDRO) - JPMorgan Chase with Our Platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the Qualified Domestic Relations Order (QDRO) in the editor.
Begin by entering the names and addresses of both the Participant and Alternate Payee in the designated fields.
Provide Social Security numbers and dates of birth for both parties, ensuring privacy by using separate documentation if necessary.
Specify the official name of the plan as 'JPMorgan Chase 401(k) Savings Plan' in the appropriate section.
Indicate the amount of benefits assigned to the Alternate Payee, either as a lump sum or percentage of the vested account balance.
Include language regarding commencement dates for benefit payments, allowing flexibility for when benefits can start.
Review all entries for accuracy before saving your document. Utilize our platform's features to modify or sign as needed.

Start filling out your QDRO today using our platform for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What qualifies as a qualified domestic relations order?

A qualified domestic relations order (QDRO) is a legal document typically found in a divorce agreement. It recognizes that a spouse, former spouse, child, or other dependent is entitled to receive a predefined portion of the account owners retirement plan assets.

How do I access my 401k from Chase?

To log in and access your JPMorgan Chase 401(k) plan online, visit the Empower website website and enter your username and password, or use the forgot login feature to reset your credentials. If you dont have login credentials, try registering as a new user.

How do I know what company my 401k is with?

Check out your old W-2 tax forms; the forms will list the employer you had a retirement plan with that year. Use the information on your old W-2 to contact your plan sponsor, or old employer, directly to get your account information.

What company does Chase use for 401k?

EVERYDAY 401(K) BY J.P. MORGAN.

What is a 401k withdrawal qualified domestic relations order?

A qualified domestic relation order (QDRO) is a domestic relations order that creates or recognizes the existence of an alternate payees right to receive, or assigns to an alternate payee the right to receive, all or a portion of the benefits payable with respect to a participant under a retirement plan, and that