Lexington Pension Consultants, Inc: Online Forms

Case Details

Email Address of the person completing this form *

If you want a copy of this form to go to another person, include the email address below

Case Name/Caption (e.g. Smith v. Smith)*

Current Marital Status

Sharing Level*

Mutually retained

(jointly retained and information is to be shared with both attorneys/parties)

Share information

(not jointly retained but have permission to discuss this matter and/or share documents with the opposing attorney/party)

Do not share

(do not have permission to discuss this matter with the opposing attorney/party)

Court ordered

(please provide a copy of the Court Order)

Mediation

Requesting Attorney/Requesting Pro Se Information

Name*

Firm Name

Address

Phone*

Fax Number

(For Attorneys) Your Client is

Are you a Pro Se (Not Working with an Attorney) ?*

YES

Opposing Attorney/Opposing Pro Se Information

Name

Firm Name

Address

Phone

Fax Number

Is the opposing party a Pro Se (Not Working with an Attorney) ?*

YES

Court Information

Judge's Name

County

State

Index/Docket Number

Plaintiff's/Petitioner's Information

Plaintiff/Petitioner Name*

Address

Sex

Social Security Number

D.O.B

Defendant's/Respondent's Information

Defendant/Respondent Name

Address

Sex

Social Security Number

D.O.B

Important Dates

Date Married

Date of Divorce (if applicable)

Date of Stipulation

Divorce Commencement/Summons Date

Next Court Appearance Date (if applicable)

Add Pension/Participant Information

Requested Service*

Plan Name*

Plan Participant's Name*

Plan Address

Plan Contact Person

Plan Phone Number

Plan Participant is:*

Marital Asset Cutoff Date

Plan Entry Date

Date Retired/Terminated

Year of Hire

Year of Retirement/Term.

Employer/Union

Job Title

Employee No.

Employment Status

Tier (if applicable)

If Retired & in Pay Status, is Pension Finalized?
YES NO

Comments:

ONLINE ORDER FORM