Puerto Rico 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 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]

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]