STATE SPECIFIC FEES & FORMS
Select your case's state for a Pension Valuation and QDRO Request Form. Please feel free to print these Forms as many times as you want. Or, fill out electronically in Adobe Acrobat Reader. Please note the forms cannot be sent electronically.
You can choose to print the Forms and send them via mail or fax with the appropriate fee and documentation. Or you can choose to fill them out electronically- print your filled form, then save to your file and include as pdf attachment, along with the appropriate documentation.
Questions? Call us toll free at 1-(800) 288-3675, EST, 9am – 5 pm, or email us at firstname.lastname@example.org for any information regarding fees or documents required for valuation or drafting a QDRO. An actuary or senior staff assistant familiar with the various issues, pertinent state case law and Plan requirements, will be happy to review your matter’s needs, fees and documentation you will need to provide.