Colorado Sample Letter to Pension Plan Administrator regarding Division of Plan Proceeds per Court Order

• Category: Letters - Legal - Pension Plan
• State: Multi-State
• Control #: US-0500LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. [Surname] [Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Administrator's Name] [Company Name] [Address] [City, State, ZIP] Subject: Division of Plan Proceeds per Court Order — Request for Compliance Dear [Administrator's Name], I am writing to you as a plan participant of [Pension Plan Name] to request your immediate attention and compliance with a court-ordered division of plan proceeds in accordance with a Family Court Order [Enter Court Order Number] issued by the [Name of Court] on [Court Order Date]. As per the court order, it is mandated that a portion of the proceeds from my [Pension Plan Name] account is to be allocated and distributed to my former spouse, [Former Spouse's Full Name], in the specific ratio stated in the court order. I have attached a certified copy of the court order for your reference and verification. I kindly request that you facilitate the division of plan proceeds within the statutory timeline specified in the court order. It is imperative that you accurately calculate the appropriate portion and initiate the distribution process to ensure compliance with the court-mandated division. As I understand, failure to comply with such an order may result in penalties and legal repercussions for both the plan administrator and the plan participant. Therefore, I urge you to treat this matter with the utmost urgency. In accordance with applicable laws and regulations, please provide me with documentation outlining the specific steps and timeline for the division of plan proceeds. This should include the necessary forms, instructions for completion, and any additional information required. I kindly request a prompt response to confirm receipt of this letter and the initiation of the required procedures. Moreover, I kindly request that you keep me informed throughout the process, providing periodic updates on the status of the division of plan proceeds and the expected timeline for completion. I understand that unforeseen circumstances may arise, and I appreciate your transparency in keeping me informed. Should you require any further information or clarification, please do not hesitate to contact me at the above-mentioned contact details. I am available to cooperate and provide any necessary documentation or assistance to facilitate the division of plan proceeds. I trust that you will handle this matter with the required diligence and professionalism, ensuring strict compliance with the court order. Your timely cooperation in this regard is greatly appreciated. Thank you for your attention to this matter. Yours sincerely, [Your Name] [Your Pension Plan Account Number] [Your Signature] Enclosure: Certified copy of Court Order [Enter Court Order Number]

[Surname] [Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Administrator's Name] [Company Name] [Address] [City, State, ZIP] Subject: Division of Plan Proceeds per Court Order — Request for Compliance Dear [Administrator's Name], I am writing to you as a plan participant of [Pension Plan Name] to request your immediate attention and compliance with a court-ordered division of plan proceeds in accordance with a Family Court Order [Enter Court Order Number] issued by the [Name of Court] on [Court Order Date]. As per the court order, it is mandated that a portion of the proceeds from my [Pension Plan Name] account is to be allocated and distributed to my former spouse, [Former Spouse's Full Name], in the specific ratio stated in the court order. I have attached a certified copy of the court order for your reference and verification. I kindly request that you facilitate the division of plan proceeds within the statutory timeline specified in the court order. It is imperative that you accurately calculate the appropriate portion and initiate the distribution process to ensure compliance with the court-mandated division. As I understand, failure to comply with such an order may result in penalties and legal repercussions for both the plan administrator and the plan participant. Therefore, I urge you to treat this matter with the utmost urgency. In accordance with applicable laws and regulations, please provide me with documentation outlining the specific steps and timeline for the division of plan proceeds. This should include the necessary forms, instructions for completion, and any additional information required. I kindly request a prompt response to confirm receipt of this letter and the initiation of the required procedures. Moreover, I kindly request that you keep me informed throughout the process, providing periodic updates on the status of the division of plan proceeds and the expected timeline for completion. I understand that unforeseen circumstances may arise, and I appreciate your transparency in keeping me informed. Should you require any further information or clarification, please do not hesitate to contact me at the above-mentioned contact details. I am available to cooperate and provide any necessary documentation or assistance to facilitate the division of plan proceeds. I trust that you will handle this matter with the required diligence and professionalism, ensuring strict compliance with the court order. Your timely cooperation in this regard is greatly appreciated. Thank you for your attention to this matter. Yours sincerely, [Your Name] [Your Pension Plan Account Number] [Your Signature] Enclosure: Certified copy of Court Order [Enter Court Order Number]