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).
- New Case Request Packet (for attorneys)
- New Case Request Packet (for pro se)
- General Authorization Form
- 1199 Plan Package
- 32B-J Plan Package
- Board of Education Retirement System Package
- Consolidated Edison Package
- Electrical Industry - Local 3 Package
- Electrical Industry - Local 25 Package
- Electrical Industry - Local 3 & Local 25 Packages
- FedEx Package
- FERS, CSRS, TSP Package
- JP Morgan Chase Package
- Keyspan - National Grid Package
- Local One Plumbing Industry Package
- Local Union 30 Package
- Long Island Railroad / MTA Package
- Merril Lynch Package
- MTA / MaBSTOA Package
- New Jersey Carpenters Package
- New Jersey Public Employees Retirement System
- New Jersey State Police Fire 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 City Teachers Retirement System Package
- New York City Transit / Triborough Bridge
- New York State Teachers Retirement System Package
- New York State & Local Retirement System Package
- New York State Police Fire
- Northrop Grumman 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
Schedule of Fees for 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.
- Central Pension Fund - Separate Interest (Active)
- Electrical Industry (JIB) - Local 3 (Active or Terminated)
- ERISA Defined Benefit Plans - IN Pay Status
- ERISA Defined Benefit Plans - NOT in Pay Status
- ERISA Defined Contribution Plans
- Federal Employees Retirement System/Civil Service Retirement System
- MTA Defined Benefit Plan (Active or Terminated)
- National Electrical Benefit Fund (Separate Interest or Active)
- National Electrical Benefit Fund (Shared Interest or Retired)
- New York City Deferred Compensation Plan
- New York City Employees Retirement System (Active or Terminated)
- New York City Fire Department (Active, Terminated, or Not Finalized)
- New York City Police Department (Active or Terminated - NOT for Retired)
- New York City Police Department (Retired-Finalized)
- New York City Teachers Retirement System (Active or Terminated)
- New York State and Local Retirement System (Active or Terminated)
- New York State and Local Retirement System (RETIRED)
- New York State Teachers' Retirement System (Active or Terminated)
- Railroad Retirement Board
- United Nations Joint Staff Pension Fund