Subject: Request for Dividing Plan Proceeds per Court Order — Puerto Rico Pension Plan [Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date] [Administrator's Name] [Name of Pension Plan] [Address] [City, State, ZIP Code] Dear [Administrator's Name], I hope this letter finds you well. I am writing to you as a member/participant of the Puerto Rico Pension Plan to request the division of plan proceeds per a court order. I would appreciate your assistance in ensuring a prompt and accurate distribution in adherence to the court's directives. As you may be aware, pursuant to [Court's Name] order [Case Number], a division of the pension plan proceeds has been deemed necessary due to [Provide concise reason for division, if relevant — e.g., divorce, separation, legal settlement]. In light of this, I kindly ask for your attention to the following details: 1. Participant Information: — Name of Primary Plan Participant: [Full Name] — Social Security Number: [SSN— - Contact Information: [Phone Number], [Email Address] 2. Alternate Payee Information: — Name of Alternate Payee: [Full Name— - Social Security Number: [SSN] — Contact Information: [Phone Number], [Email Address] 3. Court Order Details: — Date of Court OrdeMAYDAYYY— - Court Order Reference Number: [Order/Case Number] — Name of Court: [Court's Name— - Presiding Judge: [Judge's Name] — Attorney Representing Alternate Payee (if applicable): [Attorney's Name], [Law Firm's Name] 4. Division of Plan Proceeds: — Please implement the division of plan proceeds as outlined in the court order. The specific details are clearly stated in the court order, and I urge you to review it in preparation for the distribution. — If there are any questions or clarifications required regarding the court order, I kindly request that you contact the attorney representing the alternate payee directly for further assistance. Their contact information is provided above. I trust that you will handle this matter with the utmost attention to detail and within the legal and regulatory framework governing the Puerto Rico Pension Plan. Kindly confirm receipt of this letter and provide an estimated timeline for the implementation of the court-ordered division of plan proceeds. Should any additional documentation or information be required, please feel free to contact me at [Phone Number] or [Email Address]. I truly appreciate your cooperation and prompt attention to this matter. Thank you for your assistance in facilitating a smooth and accurate division of plan proceeds per the court order. I look forward to receiving a favorable response. Yours sincerely, [Your Name]
Puerto Rico Sample Letter to Pension Plan Administrator regarding Division of Plan Proceeds per Court Order
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SF-3113, Applying for Immediate Retirement under FERS, which provides information and instructions to the retiring FERS employee. W4P, Withholding Certificate for Pension or Annuity Payments , for Federal tax withholding. SF-2818, Instructions & New Rates, Continuation of Life Insurance Coverage.
A 401(k) plan document outlines the terms and conditions of a 401(k) retirement plan. It breaks down how the plan will operate based on chosen plan design features, like eligibility requirements, contribution requirements, vesting schedules, and distribution rules.
To request a new copy of ?Your Federal Retirement Benefits?, or to receive a verification of your annuity, contact OPM's Retirement Office at 1-888-767-6738 or retire@opm.gov. The phone lines are open from am to pm (Eastern Standard Time).
Multipliers are sometimes known by other terms, such as ?accrual rate? or ?crediting rate? but they mean the same thing. A typical multiplier is 2%. So, if you work 30 years, and your final average salary is $75,000, then your pension would be 30 x 2% x $75,000 = $45,000 a year.
One-participant plans or foreign plans must file the Form 5500-EZ. If you are not subject to the IRS e-filing requirements, however, you may file a Form 5500-EZ on paper with the IRS.
To call the Court Ordered Benefits Branch dial 1-888-767-6738 and ask to be transferred to that branch. By telephone - Call our toll-free number 1-888-767-6738 [TTY 1-855-887-4957]. Customer Service Representatives are available at these numbers on all Federal work days from a.m. to p.m. Eastern time.
