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Contact Information
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Lexington Pension Consultants, Inc.
2078 Richmond Avenue
Staten Island, New York 10314
Tel: 718.697.0100
Fax: 718.697.1955
Toll Free: 800.300.6824

Downloads

Listed below are various pre-addressed authorization forms available in PDF format. To download a document, just click on the link below. Several of these links contain multiple authorization forms for all of the plans available under that employer/plan. Please have your client sign only those forms for plans in which he/she actually participates in or formerly participated in. Each download containes a cover page which includes general guidelines / instructions about the plan(s).

Pensions Appraisal Fact Sheet Download PDF Format: Pensions Appraisal Fact Sheet

QDRO Fact Sheet Download PDF Format: QDRO Fact Sheet

General Authorization Form Download PDF Format: General Authorization Form

Electrical Industry Forms Package Download PDF Format: Electrical Industry Forms Package

General Package Download PDF Format: General Package

New Jersey Public Employees' Retirement System Download PDF Format: New Jersey Public Employees' Retirement System

New Jersey Police & Fire Retirement System Download PDF Format: New Jersey Police & Fire Retirement System

New Jersey State Teachers' Pension & Annuity Fund (TPAF) Download PDF Format: New Jersey State Teachers' Pension & Annuity Fund (TPAF)

New Jersey State Transit Employees' Retirement Plan (NJTERP) Download PDF Format: New Jersey State Transit Employees' Retirement Plan (NJTERP)

New York State & Local Retirement System Download PDF Format: New York State & Local Retirement System

New York State Police & Fire Retirement System Download PDF Format: New York State Police & Fire Retirement System

New Jersey Carpenters Forms Package Download PDF Format: New Jersey Carpenters Forms Package

Long Island Rail Road / Railroad Retirement Board Download PDF Format: Long Island Rail Road / Railroad Retirement Board

Keyspan / National Grid Forms Package Download PDF Format: Keyspan / National Grid Forms Package

NYC Police Department (NYPD) Forms Package Download PDF Format: NYC Police Department (NYPD) Forms Package

NYC Fire Department (NYFD) Forms Package Download PDF Format: NYC Fire Department (NYFD) Forms Package

NYC Employees' Retirement System (NYCERS) Download PDF Format: NYC Employees' Retirement System (NYCERS)

Verizon Download PDF Format: Verizon

NYCTRS Download PDF Format: NYCTRS

JPMorganChase Download PDF Format: JPMorganChase

Northrop Grumman Download PDF Format: Northrop Grumman

MTA-MaBSTOA Download PDF Format: MTA-MaBSTOA

32BJ Package Download PDF Format: 32BJ Package

1199 Plan Package Download PDF Format: 1199 Plan Package

NYS Teachers Download PDF Format: NYS Teachers

Board of Education Retirement System (BERS) Download PDF Format: Board of Education Retirement System (BERS)

ConEd Download PDF Format: ConEd

CSRS-FERS Package Download PDF Format: CSRS-FERS Package

CSRS-FERS Package - Retired Download PDF Format: CSRS-FERS Package - Retired

NYC Dept.of Correction Download PDF Format: NYC Dept.of Correction

NYC Dept.of Sanitation Download PDF Format: NYC Dept.of Sanitation

NYCERS - Health and Hospital Corp Download PDF Format: NYCERS - Health and Hospital Corp

UPS Download PDF Format: UPS

US Postal Service Download PDF Format: US Postal Service

Listed below are various samples that we have added here for each type of records. Your reports will be similar to these but be customized with your personal requirements.

ERISA Pension Valuation Report Download PDF Format: ERISA Pension Valuation Report

Non-ERISA/Government Pension Valuation Report Download PDF Format: Non-ERISA/Government Pension Valuation Report

Tracing Method Report Download PDF Format: Tracing Method Report

Benefit Offset Calculation Sample Download PDF Format: Benefit Offset Calculation Sample

Fees Associated with Lexpen Services

Complete Fee Listing Download PDF Format: Complete Fee Listing

Fee Schedule Download PDF Format: Fee Schedule

Listed below are sample property settlement agreement clauses as they pertain to ERISA and Non ERISA defined benefit and defined contribution plans. We have also included suggested clauses for specific plans.

U.S. Military Retired Pay Program

ERISA Defined Benefit Plans Download PDF Format: ERISA Defined Benefit PlansDownload Word Format: ERISA Defined Benefit Plans

ERISA Defined Contribution Plans Download PDF Format: ERISA Defined Contribution PlansDownload Word Format: ERISA Defined Contribution Plans

New York City Employees' Retirement System (NYCERS)

New York City Police Department (NYPD)

New York City Fire Department (NYFD)

NJ Public Employees' Retirement System

Electrical Industry

Long Island Rail Road

New York State Plans

Railroad Retirement Board (RRB)

New York City Teachers Retirement System

National Electrical Benefit Fund (NEBF)

IBEW Pension Benefit Fund

Federal Government - CSRS and FERS

TIAA-CREF

NYC Deferred Compensation

MTA Defined Benefit Pension Plan

Brotherhood of Locomotive Engineers Divsion 269

MTA 401k and MTA 457 Plans

Documents and Forms for download

Please click here to go to our downloads section for documents and forms in PDF and Word formats. Use these forms or use our online forms to send us the required information.