Download Documents & Forms

The value of the marital portion of pension and retirement assets must be determined for equitable distribution purposes.

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 contains a cover page which includes general guidelines / instructions about the plan(s).

  • Pensions Appraisal Fact Sheet
  • QDRO Fact Sheet
  • General Authorization Form
  • Electrical Industry Forms Package
  • General Package
  • New Jersey Public Employees' Retirement System
  • New Jersey Police & Fire Retirement System
  • New Jersey State Teachers' Pension & Annuity Fund (TPAF)
  • New Jersey State Transit Employees' Retirement Plan (NJTERP)
  • New York State & Local Retirement System
  • New York State Police & Fire Retirement System
  • New Jersey Carpenters Forms Package
  • Long Island Rail Road / Railroad Retirement Board
  • Keyspan / National Grid Forms Package
  • NYC Police Department (NYPD) Forms Package
  • NYC Fire Department (NYFD) Forms Package
  • NYC Employees' Retirement System (NYCERS)
  • Verizon
  • NYCTRS
  • JPMorganChase
  • Northrop Grumman
  • MTA-MaBSTOA
  • 32BJ Package
  • 1199 Plan Package
  • NYS Teachers
  • Board of Education Retirement System (BERS)
  • ConEd
  • CSRS-FERS Package
  • CSRS-FERS Package - Retired
  • NYC Dept.of Correction
  • NYC Dept.of Sanitation
  • NYCERS - Health and Hospital Corp
  • UPS
  • US Postal Service

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

  • ERISA Pension Valuation Report
  • Non-ERISA/Government Pension Valuation Report
  • Tracing Method Report
  • Benefit Offset Calculation Sample

Fees Associated with Lexpen Services

  • Complete Fee Listing

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
  • 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
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    Lexington Pension Consultants, Inc.
    2078 Richmond Avenue
    Staten Island, New York 10314
        718.697.0100
        718.697.1955
        800.300.6824