Pension Valuation Checklist
This information is required for the Plan Participant:
PENSION VALUATION CHECKLIST
Full Name of Plan Participant Spouse
Precise Name of Plan or Summary Plan Description, if possible
Date of Valuation (i.e., date of separation, date of filing, date of divorce, etc.)
Date of Marriage – if the employee/participant was employed prior to the marriage
Date of Birth of Pension Spouse
Retainer (2 hrs. @$250/hr. payable in advance or before the commencement of work – fee based)
- Only on the first two hours; additional time billed separately
Retired?
- If Yes, Provide the Date of Retirement or entry into DROP (municipal pensions)
- If retired, did the plan participant’s spouse elect survivor benefits?
Type: 50% J&S, 100% Joint & Survivor
Date of Birth of Non-Pension Spouse
For Military Service Members
Reservist or Full-time Active?
Branch of Service
Date of Entry into the Military (or Years of Service)
Date of Retirement
Additional Notes:
Reservist or Full-time Active?
- Rank or Pay Grade
The services we provide are not limited to any state concerning QDROs or pension valuations since pensions, and the QDROs, which divide pensions according to divorce, are governed under federal laws such as ERISA, REA, and the Internal Revenue Code. Therefore, regardless of the state in which you practice, WFA Econometrics Group, L.L.C. can be of service.