Sample Authorizations

For your convenience, we have developed a Sample Authorization, Pension Questionnaire, and Transmittal Letter for use in obtaining important specific pension information from a plan administrator.

Sample Authorization Form

Sample Pension Questionairre

Sample Transmittal Letter

Return to Research Information


Direct Expert Line:
1-800-447-0084


Instant Online Options


More Information

20 Minute Guide to Making QDROs Easy

Free Pension Issues and Divorce

Research Information

BBB Online Reliability BBB Accredited Business