Connecticut 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. [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Plan Administrator's Name] [Pension Plan Administrator] [Company Name] [Address] [City, State, ZIP] Subject: Division of Plan Proceeds per Court Order — [Participant Name], [Member ID] Dear [Plan Administrator's Name], I hope this letter finds you well. I am writing to discuss the division of plan proceeds in accordance with a court order received from the [Court Name] regarding the pension plan of [Participant Name], who is a member of the plan with Member ID [Member ID]. As you are aware, the [Court Name] has issued a court order dated [Date] outlining the specific details of the division of plan proceeds pertaining to [Participant Name]'s pension plan. The court order mandates the distribution of plan proceeds between [Participant Name] and [Former Spouse's Name] in accordance with the legal requirements and specific terms outlined in the order. We kindly request your assistance and cooperation in executing the court order regarding the division of plan proceeds. In order to ensure a smooth process, we have provided all the essential documentation and details required according to the court order: 1. Court Order Details: — Date of the court order: [Date— - Reference number: [Court Order Number] — Name of the issuing court: [Court Name] — Details of the division of plan proceeds as per the court order 2. Required Documents: — Copy of the court order (enclosed— - Certified copy of the marriage dissolution decree — Necessary forms and paperwork as per your procedures Additionally, we kindly request that you provide us with the necessary forms and instructions that need to be filled out to initiate the division of plan proceeds as per the court order. Since the court order has specified the exact proportion or method of dividing the plan proceeds, we appreciate your guidance and support in ensuring compliance with these instructions. Furthermore, please provide us with an estimate of the timeframe in which the division of plan proceeds can be completed, as well as any fees associated with this process. We understand that each plan may have different policies and procedures, so we kindly request your prompt response in order to expedite the necessary steps for the distribution of plan proceeds. It is essential that the division of plan proceeds is executed accurately and efficiently, ensuring compliance with both the court order and the applicable provisions of the pension plan. We greatly appreciate your attention to this matter and look forward to working together to achieve a successful resolution. Should you have any questions or require additional information, please do not hesitate to contact me via email or phone. Thank you for your understanding and cooperation in this matter. Sincerely, [Your Name]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Plan Administrator's Name] [Pension Plan Administrator] [Company Name] [Address] [City, State, ZIP] Subject: Division of Plan Proceeds per Court Order — [Participant Name], [Member ID] Dear [Plan Administrator's Name], I hope this letter finds you well. I am writing to discuss the division of plan proceeds in accordance with a court order received from the [Court Name] regarding the pension plan of [Participant Name], who is a member of the plan with Member ID [Member ID]. As you are aware, the [Court Name] has issued a court order dated [Date] outlining the specific details of the division of plan proceeds pertaining to [Participant Name]'s pension plan. The court order mandates the distribution of plan proceeds between [Participant Name] and [Former Spouse's Name] in accordance with the legal requirements and specific terms outlined in the order. We kindly request your assistance and cooperation in executing the court order regarding the division of plan proceeds. In order to ensure a smooth process, we have provided all the essential documentation and details required according to the court order: 1. Court Order Details: — Date of the court order: [Date— - Reference number: [Court Order Number] — Name of the issuing court: [Court Name] — Details of the division of plan proceeds as per the court order 2. Required Documents: — Copy of the court order (enclosed— - Certified copy of the marriage dissolution decree — Necessary forms and paperwork as per your procedures Additionally, we kindly request that you provide us with the necessary forms and instructions that need to be filled out to initiate the division of plan proceeds as per the court order. Since the court order has specified the exact proportion or method of dividing the plan proceeds, we appreciate your guidance and support in ensuring compliance with these instructions. Furthermore, please provide us with an estimate of the timeframe in which the division of plan proceeds can be completed, as well as any fees associated with this process. We understand that each plan may have different policies and procedures, so we kindly request your prompt response in order to expedite the necessary steps for the distribution of plan proceeds. It is essential that the division of plan proceeds is executed accurately and efficiently, ensuring compliance with both the court order and the applicable provisions of the pension plan. We greatly appreciate your attention to this matter and look forward to working together to achieve a successful resolution. Should you have any questions or require additional information, please do not hesitate to contact me via email or phone. Thank you for your understanding and cooperation in this matter. Sincerely, [Your Name]