Pension Valuation

When couples get divorced they must decide how to divide their property. Retirement benefits (pensions) often form a substantial part of the parties' total marital estate and many times are the largest single marital asset the couples have. Similar to other assets, pensions are typically divisible in cases of divorce to the extent that they are acquired during the period of marriage. In order to divide a pension, the value of the retirement benefits accumulated during the period of marriage must be determined.

Information you must know or acquire Before Ordering (If you do not have this information, you can print this page and collect the information off-line and return to order your pension valuation)

1. State in which the Divorce has or will be filed.

2. Date of Valuation.

3. Name and Sex of the Pensionholder.

4. Pensionholders Date of Birth.

5. The Date of the Marriage.

6. The Date the Marriage Ended.

7. Name of the Pension Plan.

8. Date the Pensionholder began Participation in the Pension Plan.

9. Normal Retirement Age as defined by the Pension Plan.

10. The Monthly Accrued (earned) Benefit payable at normal retirement age as of the date the marraige ended (or a date close to the date marriage ended).

11. If the Pensionholder is eligible for post retirement Cost-of-Living Increases. If so, the average of the last three years increases.

12. If the Pensionholder is fully Vested. If not, the number of years of employment the plan requires for vesting.

Further, If any of the following special conditions exist you should proceed by contacting QDRONOW directly rather than using this on-line pension valuation service.

1. The Pensionholder is retired or will retire within one year of the Date of Valuation.

2. The Pensionholder has terminated employment and is no longer participating in the plan.

3. The Pensionholder is receiving Disability Benefits from the Pension Plan.

4. The Pensionholder will not receive Social Security for the years of participation in the Pension Plan.

5. The Pensionholder will receive Non-Compounding Post Retirement Cost-of-Living Increases.

Contact Us for more information about Pension Valuation.