Massachusetts State Pension Intake Form

Marriage Information

Date of Marriage(Required)

Date of Divorce (Judgment Nisi)

Other Separation date for cutoff of pension benefits

Copy of Separation Agreement

Max. file size: 10 MB.

Member's Pension Information

Please provide details about the member or participant of the pension plan to be divided.

Name(Required)

First Middle Last

Date of Birth(Required)

Complete SSN(Required)

Email(Required)

Phone(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Attorney's Name

First Last

Who is paying for SFD DRO services?

Please list name of party paying the flat fee.

Alternate Payee Information

Name of Alternate Payee (non-member spouse):(Required)

First Last

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Date of Birth(Required)

Complete SSN

Email

Phone

Non-member spouse's attorney's name

First Last

Pension Details

Please provide all information requested about your pension plan.

Date started in the Pension Plan(Required)

Is your spouse the Option D Beneficiary?

Yes

No

No Option D beneficiary selected.

Option D is selected before retirement in case of the unexpected death of the member prior to retirement. It is possible you have not selected an option D beneficiary.

Number of Years of Creditable Service(Required)

Which Group (1, 2, 3 or 4) are you in(Required)

Date Retired (if in pay-out status)

If retired, what Option did you pick

Which Retirement System are you a part of

If pension is in payout, please provide the ‘Pension Verification Letter’

Max. file size: 10 MB.

Legal Name of Pension Plan

Please confirm with your individual board if they have any of the following documents:

Copy of Your System’s Plan Document

Copy of Summary Plan Description

The MSERS, MTRS and all county, city and town contributory systems are administered pursuant to MA General Law Chapter 32: Retirement Systems and Pensions. However, some of the county, city and town boards have their own Plan Documents in addition to following MA General Laws Chapter 32.

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Solutions For Divorce LLC

MASS Public Pensions

Marriage Information

Member's Pension Information

Alternate Payee Information

Pension Details

Solutions for Divorce

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Solutions For Divorce LLC

Marriage Information

Member's Pension Information

Alternate Payee Information

Pension Details

Solutions for Divorce

Subscribe to our Podcast: Divorce Friday

Subscribe to My Blog

Subscribe to our Podcast:
Divorce Friday