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PENSION VALUATION REQUEST FORM PENSION HOLDER Name of Pension Holder Social Security Number Birth Date Hire Date Plan Entry Date Marriage Date of Marital Cut-Off for the State Jurisdiction of your

How to fill out request for pension valuation

How to fill out a request for pension valuation:

1. Start by obtaining the necessary forms for requesting a pension valuation. These forms can usually be found on the official website of your pension provider or through a request made to their customer service department.
2. Fill in your personal information accurately on the form. This typically includes your full name, address, social security number, and contact information. Make sure to double-check the information for any errors before submitting the form.
3. Provide details about your employment history. You will need to include information such as the dates of your employment, the name of your employer, and any other relevant details about your work history.
4. Indicate the type of pension plan you have. This could be a defined benefit plan, a defined contribution plan, or a combination of both. If you're unsure about the specifics of your pension plan, consult your plan documents or reach out to your pension provider for clarification.
5. Specify the reason for requesting a pension valuation. This could be for informational purposes, divorce or separation proceedings, retirement planning, or any other valid reason. Clearly state your intention to ensure proper processing of your request.
6. If you have any additional documents or information that could aid in the valuation process, attach them to the request form. This could include recent pay stubs, pension statements, divorce decree documents, or any other relevant paperwork.
7. Review the completed form for any mistakes or missing information. Make any necessary corrections or additions before finalizing the request.
8. Submit the filled-out form to your pension provider. This can typically be done online through their website, by mail, or by fax, depending on their preferred method of receiving requests.
9. Keep a copy of the submitted form for your records. This will serve as proof of your request and can be useful in case of any future discrepancies or inquiries.
10. Wait for confirmation from your pension provider regarding the receipt of your request and the estimated time frame for the valuation to be completed. Be patient during this process, as it may take some time to receive the results.

Who needs a request for pension valuation?

1. Individuals approaching retirement age who want to assess the value of their pension to plan for their financial future.
2. Individuals going through a divorce or separation, where a pension valuation is required to determine the division of assets.
3. Employees considering leaving their current job and want to understand the worth of their pension benefits before making a decision.
4. Individuals who want to gain a better understanding of their pension plan and the benefits they are entitled to.
5. Financial advisors or professionals who need to evaluate a client's pension assets for financial planning purposes.
6. Lawyers or legal professionals involved in pension-related legal matters, such as settlements, trusts, or estate planning.
7. Individuals who are beneficiaries of a deceased person's pension plan and need a valuation for probate or estate purposes.

For pdfFiller’s FAQs

What is request for pension valuation?

A request for pension valuation is a formal inquiry to determine the current value of a pension plan or retirement account.

Who is required to file request for pension valuation?

Typically, individuals who are going through a divorce or separation and need to divide assets, including pension plans, are required to file a request for pension valuation.

How to fill out request for pension valuation?

To fill out a request for pension valuation, you will need to provide information about the pension plan, your personal details, and any relevant court orders.

What is the purpose of request for pension valuation?

The purpose of a request for pension valuation is to determine the current value of a pension plan for division of assets in legal proceedings.

What information must be reported on request for pension valuation?

Information such as the name of the pension plan, account holder's name, account number, current balance, and any beneficiary information must be reported on a request for pension valuation.

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