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.

FORMS

Present Value New Request Packet (includes checklist and request form)

How to Obtain Social Security Information

How to Obtain Federal Plan Information

How to Obtain Military Information

FEES

Fee: $250/each

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

CREDIT CARD PAYMENT

RELEASES

Limited Authorization Form (for private sector plans)

OPERS Authorization Form

STRS Authorization Form (must be an original)

Ohio Police and Fire Authorization Form (must be an original)

SERS Authorization Form

Highway Patrol Authorization Form (must be an original)

To learn more, visit our Resources.

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