Contact Information
and phone numbers

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

Online Order Form

If you are an existing Lexington Pension client, we suggest that you log in prior to starting this form. Logging in saves you time. There is no need to complete your information, we already have that. As you enter the opposing attorney's last name, if he or she is in our database, a dropdown box will appear. Just choose the appropriate name and the information will be autofilled. You will also be able to save this form on our website. If you do not know your username or password, please call us at 718-697-0100, or email us at lexinfo@lexpen.com.

Order Details

Select Order Type Select the Order type to being filling out the form

Ordering online will assist in expediting the process of providing services in regard to the preparation of Qualified Domestic Relations Orders (QDROs). In order to complete this process, information in addition to that provided in our online form may be required. For example, if a QDRO is requested, in addition to the online information, we will require the relevant portions of the parties' Property Settlement Agreement or the relevant portion of the divorce decree. Once we receive this online information, you will be contacted to facilitate the completion of this process.

Ordering online will assist in expediting the process of providing services in regard to pension valuations. In order to complete this process, information in addition to that provided in our online form may be required. For example, pension valuations usually require an original signed authorization for independent discovery. You may download an authorization form and have the participant provide the complete name and mailing address of the pension plan, sign and notarized and submit this to our firm. Once we receive this online information, you will be contacted to facilitate the completion of this process.

Party You Represent Please select which party you represent Select client Type Please select if your client is the Petitioner or the Respondent Case Heading: (e.g. Mary Jones v. Harry Jones) Case Jurisdiction: Please select the case jurisdiction state Share information with opposing party? May we share information with the opposing party? Payment Percentage Please advise what percentage of the total cost will be your client's responsibility Are you representing yourself? Please select the appropriate response

Primary Attorney Information

Please add the main Attorney Information here

Please enter YOUR information in this section instead of the Attorney's. This is necessary to allow for proper notifications and correspondence

Add all relevant information here.

Attorney Last Name Enter Attorney's last Name Attorney First Name Please enter Attorney name Attorney Email Address enter email address Attorney Firm Name The firm Attorney works for Address Attorney's Mailing Address City Address City State Address State Zipcode Address Zipcode County Address County Telephone Number Attorney's Telephone Number Fax Number Attorney's Fax Number

Is the Opposing party Representing themselves? Please select YES to fill their information

Opposing Attorney Information

If we have the attorney information on file, A dropdown will appear where you will be able to select and prefill all attorney information. Just select the Attorney information when the dropdown populates.

Please enter her/his information in this section instead of the Attorney's. This is necessary to allow for proper notifications and correspondence

Add all relevant information here.

Court Information

Please enter the County, Court and Judge Information here.

County Enter County Name Court Name Enter the Name of the Court Court Address Enter Court Address Index/Docket Number Enter Index Or Docket Number Judge Name Enter Judge Name

Participant/Employee Spouse Information

Please enter the details in the section Below

Name: Enter Name of the Participant Sex: Please select one Date of Birth: DOB of the participant Address: Address of the Participant Social Security Number: Participant's Social Security

Alternate Payee/Spouse or Former Spouse

Please enter the details in the section Below

Name: Enter Name of Alternate Payee Sex: Please select one Date of Birth: DOB of Alternate Payee Address: Address of Alternate Payee Social Security Number: Alternate Payee's Social Security

Specific Case Information

Please enter the details in the section Below

Date of Marriage: Enter the Date of Marriage Date of Action for Divorce: (date action for divorce was actually commenced in your jurisdiction)

Marital Asset Cutoff Date: (date that the sharing of marital assets ceased, i.e. Summons Date; Separation Date; or Divorce Date, or other date as agreed upon by the parties as appropriate in your jurisdiction)

Date of Divorce: (if the parties are already divorced)

Pension Plan Information

Please enter the details in the section Below

Employer's Name Enter employer's Name Pension Plan Name Enter name of the pension plan Type of Plan Enter name of the pension plan Date of Hire Enter the date of hire Plan Participation Date (if different from Date of Hire) Current Employment Status If Retired : Retirement Date What was the date of retirement If Retired : Annual Benefit What is the annual gross Benefit?

If Retired: Form of Benefit What is the form of benefit?

Do you anticipate that there will be multiple Valuations/QDROs needed? (For example, many employees participate in defined benefit plans, as well as, 401(k) plans. Most Plans require separate QDROs for each Plan.If there are additional plans, we will contact you to obtain the specific plan information)

Name of Additional Plans If you answered Yes to the above question, please list the names of the additional plans

Special Instructions Special Instructions or comments regarding the Present Value Analysis or Distributive Award via a QDRO

Comments

Client Login Section
enter your username and password

Contact Information
and phone numbers

Online Order Form

Order Details

Primary Attorney Information

Please enter YOUR information in this section instead of the Attorney's. This is necessary to allow for proper notifications and correspondence

Opposing Attorney Information

Please enter her/his information in this section instead of the Attorney's. This is necessary to allow for proper notifications and correspondence

Court Information

Participant/Employee Spouse Information

Alternate Payee/Spouse or Former Spouse

Specific Case Information

Pension Plan Information

Documents and Forms for download

Client Login Section enter your username and password

Contact Information and phone numbers

Online Order Form

Order Details

Primary Attorney Information

Please enter YOUR information in this section instead of the Attorney's. This is necessary to allow for proper notifications and correspondence

Opposing Attorney Information

Please enter her/his information in this section instead of the Attorney's. This is necessary to allow for proper notifications and correspondence

Court Information

Participant/Employee Spouse Information

Alternate Payee/Spouse or Former Spouse

Specific Case Information

Pension Plan Information

Documents and Forms for download

Client Login Section
enter your username and password

Contact Information
and phone numbers