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).

  • Case Information Data Sheet
  • Blank Authorization
  • Retirement Benefits Agreement Assistance Intake Form
  • 1199 Plan Package
  • 32B-J Plan Package
  • Board of Education Retirement System Package
  • Consolidated Edison Package
  • Electrical Industry - Local 25
  • Electrical Industry - Local 3 & Local 25 Packages
  • Federal Employees Retirement System Package
  • FedEx Package
  • JP Morgan Chase Package
  • Keyspan - National Grid Package
  • Local One Plumbing Industry Package
  • Local Union 30 Package
  • Long Island Railroad Package
  • Merril Lynch Package
  • MTA / MaBSTOA Package
  • New Jersey Carpenters Package
  • New Jersey Police & Fire Retirement System
  • New Jersey Public Employees Retirement System
  • New Jersey State Teachers Package
  • New Jersey State Transit Employees Retirement System
  • New York City Dept. of Corrections Package
  • New York City Dept. of Sanitation Package
  • New York City Employees Retirement System Health & Hospitals Corp. Package
  • New York City Employees Retirement System Package
  • New York City Hotel Trades Package
  • New York State & Local Retirement System Package
  • New York State Teachers Retirement System Package
  • Northrop Grumman Package
  • NYC Teachers Retirement System Package
  • NYC Transit / Triborough Bridge & Transit Package
  • NYFD Package
  • NYPD Package
  • United Parcel Service Package

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.

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

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.

  • Brotherhood of Locomotive Engineers Divsion 269
  • Electrical Industry - Local Union
  • ERISA Defined Benefit Plans
  • ERISA Defined Contribution Plans
  • Federal Government - CSRS and FERS
  • IBEW Pension Benefit Fund
  • Long Island Rail Road
  • MTA 401k and MTA 457 Plans
  • MTA Defined Benefit Pension Plan
  • National Electrical Benefit Fund (NEBF)
  • New York City Employees Retirement System
  • New York City Fire Department (NYFD)
  • New York City Police Department (NYPD)
  • New York City Teachers Retirement System
  • New York State Plans
  • NJ Public Employees' Retirement System
  • NYC Deferred Compensation
  • NYCERS - New York City Employees' Retirement System - General Authorization Package
  • Potpourri of Stip Language
  • Railroad Retirement Board (RRB)
  • TIAA-CREF
  • U.S. Military Retired Pay Program
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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