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Forms & Fees

Present Value

Present Value

A present value report provides the current lump sum value of the accrued pension at the normal retirement age. This service includes discovery when you provide the correct authorization form listed below, but please recognize that it can take many weeks for us to receive a response, if at all. Plans are becoming less willing to provide information to a third party, and often the plan participant must provide the information directly or you must send a subpoena.

When we prepare a present value calculation for a defined benefit pension plan, our default approach is to utilize the most current benefit information available at the time and determine the marital portion using a coverture fraction (marital / total) based on the duration of marriage that you specify.

Download Present Value Request Form

Fees

$250/each

Note: If the plan is a multi-employer plan, the fee is $300.

Electronic Payment

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