Downloads

At Pension Evaluators^® at Troyan, Inc.^®, you can trust our experience providing reliable, professional and timely Pension Evaluations, as well as the drafting of Qualified Domestic Relations Orders, (QDROs) and related services. To ensure the accuracy or our reporting we must collect your pertinent information.

Please choose an applicable Download Form from one of the three categories below. Complete the form to the best of your ability providing all relevant information. The following lists of forms are available for Download:

Submission via Email
Print to Fax or Mail
Print and Complete Offline

*AUTHORIZATION FORMS - These forms are not required for our services. These forms should only be used when you need to utilize our independent discovery and interrogation services. Please contact us for further information and fees on these services.

All forms require Adobe Acrobat Reader

Choose the appropriate form from the list below:

Pension Evaluation Forms

EXPRESS
– Defined Benefit (Annuity Type) Form

EXPRESS
– Defined Contributions (401(k) Type) Form

Authorization Forms

QDRO FORMS:

QDRO – Non-Specific

Defined Contributions – 401(k) Type Plans

Defined Benefit Plan
– Public, Non-government, Company and Union

State or Local Government

Federal (CSRS/FERS COAP)

TIAA/CREF

Military (Regular/Reserved)

Railroad

IRA Split

EXPERT DEPOSITION / TESTIMONY FORMS:

Expert Testimony - Appearance - Request Form
Expert Testimony - Telephonic - Request Form
Expert Deposition – Appearance – Request Form
Expert Deposition – Telephonic – Request Form

ECONOMIC LOSS FORMS:

Call for Entity Specific Forms – As these forms are crafted
pursuant to the specific nature of the matter.

Downloads

Please choose an applicable Download Form from one of the three categories below. Complete the form to the best of your ability providing all relevant information. The following lists of forms are available for Download:

Submission via Email Print to Fax or Mail Print and Complete Offline

Choose the appropriate form from the list below:

Pension Evaluation Forms Choose State AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY

EXPRESS – Defined Benefit (Annuity Type) Form

EXPRESS – Defined Contributions (401(k) Type) Form

Authorization Forms Choose State AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY

QDRO FORMS:

QDRO – Non-Specific

Defined Contributions – 401(k) Type Plans

Defined Benefit Plan – Public, Non-government, Company and Union

State or Local Government

Federal (CSRS/FERS COAP)

TIAA/CREF

Military (Regular/Reserved)

Railroad

IRA Split

EXPERT DEPOSITION / TESTIMONY FORMS:

Expert Testimony - Appearance - Request Form

Expert Testimony - Telephonic - Request Form

Expert Deposition – Appearance – Request Form

Expert Deposition – Telephonic – Request Form

ECONOMIC LOSS FORMS:

Call for Entity Specific Forms – As these forms are crafted pursuant to the specific nature of the matter.

Submission via Email
Print to Fax or Mail
Print and Complete Offline

Pension Evaluation Forms

EXPRESS
– Defined Benefit (Annuity Type) Form

EXPRESS
– Defined Contributions (401(k) Type) Form

Authorization Forms

Defined Benefit Plan
– Public, Non-government, Company and Union

Call for Entity Specific Forms – As these forms are crafted
pursuant to the specific nature of the matter.