[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Client Name] [Client's Address] [City, State, ZIP] Subject: Request for North Carolina Pension Plan Account Statements Dear [Client Name], I hope this letter finds you well. As your trusted financial advisor, it is my responsibility to ensure that your pension plan accounts are being monitored and managed effectively. In order to provide you with an accurate update on your North Carolina Pension Plan accounts, I kindly request your assistance in obtaining your account statements. As you may already know, reviewing account statements is essential for monitoring the progress and performance of your investments within the North Carolina Pension Plan. By analyzing these statements, we can assess the growth, contributions, withdrawals, and any changes in the value of your accounts. To facilitate this process, I kindly ask you to provide me with the following North Carolina Pension Plan account statements: 1. North Carolina State Employees' Retirement System (NCS ERS): — Defined BenefitDiplomala— - Defined Contribution (DC) Plan 2. North Carolina Teachers' and State Employees' Retirement System (USERS): — Defined BenefitDiplomala— - Optional Retirement Program (ORP) 3. North Carolina Local Governmental Employees' Retirement System (LAGERS): — Defined BenefitDiplomala— - Local Governmental Employee Contribution (LEC) Plan — Local Governmental Employee Hybrid (LG Hybrid) Plan These statements will provide us with a comprehensive overview of your pension plan accounts in North Carolina. By thoroughly analyzing them, we can identify any discrepancies or potential areas for improvement based on your financial goals. I kindly request you to gather the most recent account statements for each plan listed above and forward them to my attention either by email or by mailing them to my office address mentioned above. If you have any difficulty obtaining these statements, please let me know, and I will be happy to assist you further. Once I receive the requested account statements, I will promptly review them and schedule a meeting with you to discuss their content and implications for your financial plan. Should you have any concerns or questions regarding your pension plan accounts, please do not hesitate to contact me. Thank you for your attention to this matter. Your cooperation is greatly appreciated, as it will enable me to serve you better and facilitate the achievement of your financial objectives. I look forward to hearing from you soon. Yours sincerely, [Your Name] [Your Designation/Title] [Your Company Name]
North Carolina Sample Letter Requesting Client Pension Plan Account Statements
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