PASA Intake Forms

To Request an Appraisal:

Please download and complete our simple Appraisal Request Form. Provide a recent benefit statement showing a monthly amount payable at normal retirement age. For a Massachusetts State Employees' Retirement Service plan, please instead provide a year by year contribution history (through statement or last five years' W-2s) and a recent pay stub. Please be sure to indicate if it is to be an exclusive engagement or joint engagement.

The pension appraisal process is typically used to be able to compare a pension to other assets, such as a 401(k) or even the marital home, in order to compare apples to apples in equalizing the assets. Once we receive all of the necessary information, we will calculate the present value of your pension and send you a detailed letter.

To Request a QDRO:

Please download and complete our QDRO Request Form. Provide a copy of the relevant pages from the Separation Agreement (first, last and signature page; and exhibit regarding retirement assets), Final Decree or Judgment of Divorce Nisi, and account statement for the plan (dated as of the valuation date, if applicable). After reviewing your documents, we will contact both sides as a neutral party to ensure we uphold the intent of the parties' Separation Agreement / Decree. Once we receive the necessary information and materials from the parties and the plan, we will draft the order. We then will send our draft order to the plan administrator for their preapproval review, which typically takes 1-3 months, depending on the plan.

If you are not an attorney, please read our non-attorney disclosure.

If you are looking to divide an IRA, please read this first.