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  • Home
  • Services
    • QDRO Preparation Services
    • Pension Valuation Services
    • Division of Defined Contribution Plans
    • Other Services
  • Forms & Authorizations
  • Stipulation Language
  • Schedule a Consultation
  • Fees
  • About

Forms & Authorizations

This page contains various forms and pre-addressed authorizations in PDF format. To download a document, just click on the name of the document. 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).

Download Forms & Authorizations

PDF download icon New Case Request Packet (for Attorneys)

PDF download icon New Case Request Packet (for pro se)

PDF download icon General Authorization Form

PDF download icon 1199 Plan Package

PDF download icon 32B-J Plan Package

PDF download icon Board of Education Retirement System Package

PDF download icon Consolidated Edison Package

PDF download icon Electrical Industry - Local 3 Package

PDF download icon Electrical Industry - Local 25 Package

PDF download icon Electrical Industry - Local 3 & Local 25 Packages

PDF download icon FedEx Package

PDF download icon FERS, CSRS, TSP Package

PDF download icon JP Morgan Chase Package

PDF download icon Keyspan - National Grid Package

PDF download icon Local One Plumbing Industry Package

PDF download icon Local Union 30 Package

PDF download icon Long Island Railroad / MTA Package

PDF download icon Merril Lynch Package

PDF download icon MTA / MaBSTOA Package

PDF download icon New Jersey Carpenters Package

PDF download icon New Jersey Public Employees Retirement System

PDF download icon New Jersey State Police Fire Retirement System

PDF download icon New Jersey State Teachers Package

PDF download icon New Jersey State Transit Employees Retirement System

PDF download icon New York City Dept. of Corrections Package

PDF download icon New York City Dept. of Sanitation Package

PDF download icon New York City Employees Retirement System Health & Hospitals Corp. Package

PDF download icon New York City Employees Retirement System Package

PDF download icon New York City Hotel Trades Package

PDF download icon New York City Teachers Retirement System Package

PDF download icon New York City Transit / Triborough Bridge

PDF download icon New York State Teachers Retirement System Package

PDF download icon New York State & Local Retirement System Package

PDF download icon New York State Police Fire

PDF download icon Northrop Grumman Package

PDF download icon NYFD Package

PDF download icon NYPD Package

PDF download icon United Parcel Service Package

Address

199 Kings Highway, #109
Warwick, New York 10990

Phone

Phone. 718-697-0100

Fax. 718-697-1955

Toll Free. 800-300-6824

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