Retirement Plan Calculation Checklist

Plan Participant

First Name*

Last Name*

Alternate Payee

First Name*

Last Name*

Precise Name of Retirement Plan

Date of Valuation

(i.e. date of separation, date of filing, or date of divorce, etc.)

Date of Marriage

if employee/participant was employed prior to the marriage

Date of Birth of Plan Participant

Please provide Retirement Plan Statement From Date Of Marriage that can be e-mailed to: info@wfa-econ.com or faxed to: 262-679-9780.

Please Provide Retirement Plan Statements (Quarterly Or Annually) Up To The Valuation Date that can be e-mailed to: info@wfa-econ.com or faxed to: 262-679-9780.

Retainer

(2hrs@$275/hr. payable in Advance or before commencement of work – feebased only on first two hours, additional time billed separately)

Attorney

First Name

Last Name

Street Address

City

State

Zip code

Phone Number

Email Address

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Retirement Plan Calculation Checklist

Plan Participant

Alternate Payee

Retainer

Attorney

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