Finish the paperwork your divorce decree left behind
Every account, deed, title, policy, beneficiary designation and legal name matches the decree — and the QDRO is confirmed qualified in writing by the plan administrator, not merely entered by the court.
Free preview: 4 of 23 steps
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Who it's for
Newly divorced people in the U.S. holding a signed decree and a stack of undone administrative changes. Especially for those who changed their name during the divorce and need the correct chain of government and financial updates, and for anyone whose decree orders a retirement-account division.
About this playbook
Every divorce decree creates a to-do list that outlasts the courtroom: change your name with the right agencies in the right order, split retirement accounts with a QDRO the plan administrator actually approves, update every beneficiary designation before the next statement prints, record the quitclaim deed, and reset your tax withholding before the filing deadline. This guide walks you through each obligation in the sequence that prevents rework — Social Security first because it gates everything else, the QDRO anchored to the plan’s own model order, and a beneficiary sweep that covers every 401(k), IRA, HSA and life policy. It does not cover custody arrangements, spousal-support calculations, or anything that requires reopening the decree — only executing what the decree already says.
What you'll do, step by stepFree preview
Only a sample is open: 4 of 23 steps can be read in full. The rest unlock when you buy.
Phase 1: Inventory your decree and assemble your documents
3 stepsPhase 2: Change your legal name in the correct chain
4 stepsPhase 3: Divide retirement accounts via QDRO
5 stepsPhase 4: Sweep every beneficiary designation
4 stepsPhase 5: Transfer real property and titled assets
4 stepsPhase 6: Reset your tax filing status and withholding
3 steps
Details
What you need first
A signed, final divorce decree; a list of all retirement accounts, insurance policies, bank accounts, and real property held during the marriage; your current Social Security card and driver’s license; the contact information for each plan administrator, financial institution, and insurance carrier; and a willingness to make phone calls and wait for processing times.
