- To purchase this Basic Pension Evaluation from an experienced Pension Appraiser,
please enter your information on the form below.
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REQUESTING ATTORNEY / PARTY INFORMATION
If you are a Party in this action and requesting the report yourself please
complete this section with your information.
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CASE DATA
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(Jurisdictional End of Marriage Date), (Date of Last Acquisition of marital
benefit. If there is none filed use Current Date. [State Specific Statutes apply]).
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(Federal/Civil is SCD Date. Military is Enlistment Date)
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EVALUATION DATA
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*If you are unable to provide the Accrued Monthly Benefit, requested above,
our firm at no additional cost shall decipher the Plan's Retirement Benefit
Statement, (if available), provided that we are supplied the Specific
Plan details relevant to this Pensioner. You may scan/copy & paste
your benefit statement for interpretation
email to us
- **Complete ONLY ONE of the following sections, as applicable to the Pensioner’s
Type of Employment.**
- PUBLIC / CITY / STATE / GOVERNMENT
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*Required for Federal, State and Municipal plans unless pensioner is in
pay status.
- SUPPLY THE ANNUAL PENSIONABLE SALARY FOR THE TWO YEARS PRIOR PLUS FOR THE
YEAR OF YOUR JURISDICTIONAL CUTOFF DATE. As per your Plan’s Benefit
Formula (i.e. 1 Year, 3 Years (Standard), or 5 Years). Note if your Plan's
formula requires a Five-Year Average (i.e. Florida retirement system),
supply applicable Five-Year Pensionable Salaries.”
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Year 1
$
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Year 2
$
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Year 3
$
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Year 4
$
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Year 5
$
- MILITARY REGULAR / RESERVIST
- *Complete this Section Only for Military, Reserve and Regular Component
Service Members
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Regular: Supply Rank:
Base Pay:
Dollars
Submit Statement (If Available)
*Complete this Section Only for Military, Reserve and Regular Component
Service Members: Regular
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Reservist: Supply Rank:
Base Pay:
Dollars
Submit Statement (If Available)
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- UNION MEMBERS
- *Complete this Section Only for Union Members: Please note the Pension
Fund is the Pension Plan with a Monthly Annuity and the Annuity Fund is
a Cash Account. To value the Pension Fund simply provide the Monthly Accrued
Benefit as of the End of Marriage Date. Simply attach the Benefit Statement
indicating such Monthly Accrued Benefit or fill-in same.
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- COMPANY / CORPORATE / PRIVATE / CLOSELY HELD CORPORATIONS
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Supply the Benefit Statement indicating an ACCRUED MONTHLY BENEFIT, for
the year or date subject to this evaluation. You may scan/copy & paste
your benefit statement for interpretation
email to us (Generally supplied to employee, annually or quarterly)
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Supply the Average Pensionable Salaries Required as per your Plan's Benefit
Formula. (ie 1 Year, 3 Years (Standard) or 5 Years.)
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PENSION EVALUATION SERVICES/FEES
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Call for Additional Services or Executives with a Full Deferred Pay Program
or Authorization Forms for Independent Discovery Services
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ACCUCALC® PenEval Report Immediate Offset Settlements New ACCUQDRO™
services also available Deferred Distribution Settlements
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COURT TESTIMONY: We will provide expert testimony regarding our Pension
Evaluations. We provide expert testimony telephonically or in person at
the courthouse. Request our Expert Testimony pack
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PENSION EVALUATION EASYPAY
For further details contact Pension Evaluators® at Troyan, Inc.
Total: $
To pay with PayPal click the link below and enter the amount above in PayPal.
Once your PayPal payment is complete click the Submit Payment button below
to send us your information.