Pension Valuation Checklist

This information is required for the Plan Participant:

Full Name of Plan Participant Spouse
Precise Name of Plan and/or Summary Plan Description if possible
Date of Valuation (i.e. date of separation, date of filing, or date of divorce, etc.)
Date of Marriage – if employee/participant was employed prior to the marriage
Date of Birth of Pension Spouse
Accrued Monthly Benefit
Retainer (2 hrs. @$250/hr. payable in advance or before commencement of work – fee based
only on first two hours, additional time billed separately)
Retired?
If Yes, Provide Date of Retirement or entry into DROP (municipal pensions)
If Retired, did plan participant 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 Military (or Years of Service)
Date of Retirement

Additional Notes:

Reservist or Full-time Active?
Rank or Pay Grade

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Pension Valuation Checklist

This information is required for the Plan Participant:

For Military Service Members

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