New Case Intake

Start a Case

Upload the most recent retirement statement, settlement agreement, judgment, or draft retirement division language. We will review it and point your office in the right direction.

Start a New York or National Case Start a Colorado Case

What to Send

Have These Ready

You do not need everything to start. Send what you have.

1Settlement agreement or draft retirement division language

2Most recent retirement account statement

3Date of marriage and cutoff date

4Judgment, if entered

How to Reach Us

Three Ways to Get in Touch

New Case or QDRO Request

QDRO, tracing, retirement valuation, pension estimate, records discovery, or retirement division language review.

Start a Case

Existing Case

Questions about an open case go to Sharon Edelman.

sedelman@tovaretirement.com

Strategic Inquiry

Acquisitions, speaking, private training, podcast, or partnerships go to Denisa.

denisa@tovaretirement.com

Email creates a written record and lets the team route the question to the right person. Please email instead of leaving a voicemail.

Where We Work

New York / Colorado

TOVA works virtually with attorneys and clients nationwide.

New York Mailing Address

TOVA QDRO and Retirement Valuators
329 S. Oyster Bay Road
Plainview, NY 11803

Mail for TOVA is received only at this Plainview, New York address. No walk-in appointments.

Colorado cases are served by the Colorado QDRO team. Email coloradoqdroteam@tovaretirement.com.