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Create Your Account - establish your username and password as well as provide a business name, your name, address etc.
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Choose Your Method (GATT or PBGC)
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Choose Your Report Type & State - your report type choices are "Complete", "Incomplete", or "Printable Form". Each will yield the same results. We have provided these three different choices to cater to all situations. Next, you choose the state, so we can deliver to you a state specific valuation report with relative case references.
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Complete Client's Information - you complete your client's information; valuation date, pension plan name, marriage date, participation date, etc.
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Generate & Print Valuation Report - generate valuation report immediately and print the report for easy reference and use.
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QDRO or DRO Preparation (if needed) - if required, our staff will draft a QDR0 or DRO to meet your client's needs. Turn around time is typically within 5-7 business days. Click here for QDR0 Prepartion.
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