Kansas Sample Letter Requesting Client Pension Plan Account Statements: [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Client Name] [Client Address] [City, State, ZIP] Subject: Request for Pension Plan Account Statements Dear [Client Name], I hope this letter finds you in good health. I am writing to request your assistance in retrieving your pension plan account statements. As your financial advisor, it is essential for us to have access to all relevant financial information in order to provide you with the best financial advice and to effectively manage your pension plan. I kindly request that you provide us with the following account statements for your pension plan: 1. Current Account Statement: Please furnish us with the most recent pension plan account statement. This will give us an up-to-date overview of your account's balances, contributions, and any investment gains or losses. 2. Historical Account Statements: Please provide account statements for the past three to five years. This will help us track the growth, performance, and investment strategies of your pension plan over time. 3. Contribution Details: We also ask for any documentation related to contributions made to your pension plan. This can include proof of employer contributions, personal contributions, and any other contributions made on your behalf. Furthermore, please ensure the account statements are in PDF or printed format, as it facilitates proper review and analysis. If you have online access to your pension plan account, you may simply forward the PDF statements to the email or physical address provided above. Rest assured that all the information you provide will be treated with utmost confidentiality, in accordance with industry regulations and our fiduciary responsibility. Should you have any concerns regarding the security of sharing these documents, please let us know, and we will be happy to assist you in finding a secure method to transfer the information. Your prompt response in providing the requested account statements will allow us to perform a comprehensive analysis and assessment of your pension plan. Such analysis will help us identify any potential areas for improvement or adjustments that may align better with your long-term financial goals. Thank you in advance for your time and attention to this matter. If you have any questions or require assistance, please do not hesitate to contact me. Wishing you continued financial well-being and success. Sincerely, [Your Name] [Your Designation] [Your Company] [Your Company Address] [City, State, ZIP] [Email Address] [Phone Number]
Kansas Sample Letter Requesting Client Pension Plan Account Statements
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