Guam 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. Subject: Request for Division of Plan Proceeds per Court Order — Pension Plan Administrator [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Administrator's Name] [Pension Plan Administrator] [Plan Administrator's Address] [City, State, ZIP] Dear [Administrator's Name], RE: Division of Plan Proceeds per Court Order — [Participant's Name], [Plan Name], [Plan Number] I hope this letter finds you in good health and high spirits. I am writing to bring to your attention a court-ordered division of plan proceeds concerning the pension plan of [Participant's Name]. As per the court ruling dated [Date of Court Order] from the [Name of Court], it has been determined that a division of the pension plan proceeds is required in relation to [Participant's Name]'s divorce settlement. [Participant's Name], who is a participant in the [Plan Name] pension plan (Plan Number: [Plan Number]), has undergone legal separation from their former spouse, [Former Spouse's Name]. The court order mandates that a portion of the pension plan proceeds accumulated during the duration of the marriage shall be allocated to [Former Spouse's Name] as stipulated in the settlement agreement. In light of the above, it is essential to ensure the appropriate division of plan proceeds in accordance with the court order. I kindly request your prompt assistance in facilitating this process. Here are the pertinent details: 1. [Participant's Name] Information: — Full Name: [Participant's Full Name— - Employee/Participant ID: [Employee/Participant ID] — Social Security Number: [Participant's SSN] — Date of Birth: [Participant's DOB— - Contact Information: [Participant's Address, Email Address, Phone Number] 2. [Former Spouse's Name] Information: — Full Name: [Former Spouse's Full Name] — Social Security Number: [Former Spouse's SSN] — Date of Birth: [Former Spouse's DOB— - Contact Information: [Former Spouse's Address, Email Address, Phone Number] 3. Court Order Details: — Case Number: [Court Case Number— - Date of Court Order: [Date of Court Order] — Court Name: [Name of Court— - Divorce Settlement Agreement Reference: [Reference to Settlement Agreement] In order to streamline the process, I would greatly appreciate it if you could provide me with the necessary forms, documents, or any additional information required to initiate the division of plan proceeds. Please inform me of any fees associated with this process as well. Furthermore, it would be helpful if you could outline the specific steps or instructions that I need to follow to ensure compliance with the court order and facilitate a smooth transfer of funds upon approval. Please consider this matter with utmost importance, as the timely execution of the court order is essential to fulfill the obligations delineated in the divorce settlement agreement. I look forward to your prompt response and guidance. Should you require any additional information or if clarification is needed, please do not hesitate to contact me at [Your Phone Number] or via email at [Your Email Address]. Thank you for your prompt attention to this matter. Sincerely, [Your Full Name]

Subject: Request for Division of Plan Proceeds per Court Order — Pension Plan Administrator [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Administrator's Name] [Pension Plan Administrator] [Plan Administrator's Address] [City, State, ZIP] Dear [Administrator's Name], RE: Division of Plan Proceeds per Court Order — [Participant's Name], [Plan Name], [Plan Number] I hope this letter finds you in good health and high spirits. I am writing to bring to your attention a court-ordered division of plan proceeds concerning the pension plan of [Participant's Name]. As per the court ruling dated [Date of Court Order] from the [Name of Court], it has been determined that a division of the pension plan proceeds is required in relation to [Participant's Name]'s divorce settlement. [Participant's Name], who is a participant in the [Plan Name] pension plan (Plan Number: [Plan Number]), has undergone legal separation from their former spouse, [Former Spouse's Name]. The court order mandates that a portion of the pension plan proceeds accumulated during the duration of the marriage shall be allocated to [Former Spouse's Name] as stipulated in the settlement agreement. In light of the above, it is essential to ensure the appropriate division of plan proceeds in accordance with the court order. I kindly request your prompt assistance in facilitating this process. Here are the pertinent details: 1. [Participant's Name] Information: — Full Name: [Participant's Full Name— - Employee/Participant ID: [Employee/Participant ID] — Social Security Number: [Participant's SSN] — Date of Birth: [Participant's DOB— - Contact Information: [Participant's Address, Email Address, Phone Number] 2. [Former Spouse's Name] Information: — Full Name: [Former Spouse's Full Name] — Social Security Number: [Former Spouse's SSN] — Date of Birth: [Former Spouse's DOB— - Contact Information: [Former Spouse's Address, Email Address, Phone Number] 3. Court Order Details: — Case Number: [Court Case Number— - Date of Court Order: [Date of Court Order] — Court Name: [Name of Court— - Divorce Settlement Agreement Reference: [Reference to Settlement Agreement] In order to streamline the process, I would greatly appreciate it if you could provide me with the necessary forms, documents, or any additional information required to initiate the division of plan proceeds. Please inform me of any fees associated with this process as well. Furthermore, it would be helpful if you could outline the specific steps or instructions that I need to follow to ensure compliance with the court order and facilitate a smooth transfer of funds upon approval. Please consider this matter with utmost importance, as the timely execution of the court order is essential to fulfill the obligations delineated in the divorce settlement agreement. I look forward to your prompt response and guidance. Should you require any additional information or if clarification is needed, please do not hesitate to contact me at [Your Phone Number] or via email at [Your Email Address]. Thank you for your prompt attention to this matter. Sincerely, [Your Full Name]