North Carolina 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] [Date] [Plan Administrator's Name] [Plan Administrator's Title] [Company Name] [Company Address] [City, State, ZIP] Dear [Plan Administrator's Name], RE: DIVISION OF PLAN PROCEEDS PER COURT ORDER — REQUEST FOR INFORMATION I am writing to you in my capacity as [Your Relationship to Plan Participant — e.g., ex-spouse, attorney, authorized representative] in regard to the division of plan proceeds from the pension plan of [Participant's Name], in accordance with a court order issued by the [Court Name] on [Court Order Date]. I kindly request your assistance and guidance in ensuring that this court-ordered division is processed accurately and efficiently. In compliance with the court order, it has been mandated that a portion of the pension plan funds held by your esteemed organization should be transferred to [Recipient's Name] as an appropriate division of the assets. The court order highlights the specific amount or percentage to be allocated, as well as any other pertinent instructions or conditions stated therein. To facilitate the proper division of plan proceeds, I kindly request that you provide the following information and documentation: 1. Confirmation of the plan participant's current account balance as of [Refer to a recent date, ideally close to the court order date]. 2. Detailed calculations outlining the exact amount or percentage to be disbursed to the designated recipient as per the court order. 3. Procedure instructions regarding how the division will be implemented, including any necessary forms and documents that need to be completed by all parties involved. 4. Timelines or deadlines associated with the division process, if applicable. 5. Contact information for the specific personnel or department responsible for handling the division of plan proceeds. It would greatly facilitate this matter if you could provide the requested information within [Specify a reasonable timeframe — e.g., 30 days from the date of this letter]. If the information is unavailable within the given timeframe, I kindly request that you provide a written response outlining the expected timeline for completion. Please note that the court order necessitates strict adherence, and any delay or error in executing the division might result in non-compliance with legal obligations. Therefore, I appreciate your prompt attention to this matter and your commitment to ensuring a smooth and accurate process. If there are any concerns, further information required, or if you need any clarification regarding the court order or the division of plan proceeds, please contact me at [Your Contact Information]. Your cooperation in expediting this matter is greatly appreciated. I look forward to your prompt response and the successful execution of the court-ordered division of plan proceeds. Thank you for your attention to this important issue. Sincerely, [Your Name]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Date] [Plan Administrator's Name] [Plan Administrator's Title] [Company Name] [Company Address] [City, State, ZIP] Dear [Plan Administrator's Name], RE: DIVISION OF PLAN PROCEEDS PER COURT ORDER — REQUEST FOR INFORMATION I am writing to you in my capacity as [Your Relationship to Plan Participant — e.g., ex-spouse, attorney, authorized representative] in regard to the division of plan proceeds from the pension plan of [Participant's Name], in accordance with a court order issued by the [Court Name] on [Court Order Date]. I kindly request your assistance and guidance in ensuring that this court-ordered division is processed accurately and efficiently. In compliance with the court order, it has been mandated that a portion of the pension plan funds held by your esteemed organization should be transferred to [Recipient's Name] as an appropriate division of the assets. The court order highlights the specific amount or percentage to be allocated, as well as any other pertinent instructions or conditions stated therein. To facilitate the proper division of plan proceeds, I kindly request that you provide the following information and documentation: 1. Confirmation of the plan participant's current account balance as of [Refer to a recent date, ideally close to the court order date]. 2. Detailed calculations outlining the exact amount or percentage to be disbursed to the designated recipient as per the court order. 3. Procedure instructions regarding how the division will be implemented, including any necessary forms and documents that need to be completed by all parties involved. 4. Timelines or deadlines associated with the division process, if applicable. 5. Contact information for the specific personnel or department responsible for handling the division of plan proceeds. It would greatly facilitate this matter if you could provide the requested information within [Specify a reasonable timeframe — e.g., 30 days from the date of this letter]. If the information is unavailable within the given timeframe, I kindly request that you provide a written response outlining the expected timeline for completion. Please note that the court order necessitates strict adherence, and any delay or error in executing the division might result in non-compliance with legal obligations. Therefore, I appreciate your prompt attention to this matter and your commitment to ensuring a smooth and accurate process. If there are any concerns, further information required, or if you need any clarification regarding the court order or the division of plan proceeds, please contact me at [Your Contact Information]. Your cooperation in expediting this matter is greatly appreciated. I look forward to your prompt response and the successful execution of the court-ordered division of plan proceeds. Thank you for your attention to this important issue. Sincerely, [Your Name]