QDRO Institute
TRS Pathway Tool
Step
1
of
9
Case Summary
Plan:
—
Status:
—
Form:
—
Method:
—
Pathway
1
Plan Identification
✓
2
DRO Required?
✓
3
Gateway Question
✓
4
Benefit Statement
✓
5
Division Method
✓
6
MSA Checklist
✓
7
DRO Intake
✓
8
Special Instructions
✓
9
Pre-Submission
✓
Node 1 · Plan Identification
Is this plan TRS?
Plan type determines every subsequent decision
Educational analysis only · Not legal advice · No attorney-client relationship · QDRO Institute · qdroinstitute.com