At Lexington Pension Consultants, Inc., the health and safety of our employees and clients during this unprecedented time is our top priority. We are actively monitoring the COVID-19/Coronavirus situation and taking steps to help keep our employees and communities safe while continuing to provide services to our clients.

As we continue to monitor the situation, and as we are temporarily transitioning our employees to telecommuting, we are encouraging all clients to submit all correspondence to our office by email or fax rather than by US Mail. Our email address and our fax number is 718-697-1955.

    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 (for attorneys)
  • Case Information Data Sheet (for pro se)
  • Electrical Industry - Local 3 Package
  • General Authorization Form
  • 1199 Plan Package
  • 32B-J Plan Package
  • Board of Education Retirement System Package
  • Consolidated Edison Package
  • Electrical Industry - Local 25 Package
  • Electrical Industry - Local 3 & Local 25 Packages
  • FERS, CSRS, TSP Package
  • FedEx 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 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
  • New York City Teachers Retirement System Package
  • New York City Transit / Triborough Bridge
  • NYFD Package
  • NYPD Package
  • NYS&LPFRS - Suffolk & Nassau Package
  • NYS
  • Retirement Benefits Agreement Assistance Intake Form
  • 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.

  • New York State and Local Retirement System (Active or Terminated)
  • Central Pension Fund - Separate Interest (Active)
  • 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 Teachers 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

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    Lexington Pension Consultants, Inc.
    199 Kings Highway, #109
    Warwick, New York 10990