Subject: Request for Division of Plan Proceeds per Court Order — Virgin Islands Pension Plan [Your Name] [Your Address] [City, State, ZIP Code] [Email Address] [Phone Number] [Date] [Pension Plan Administrator's Name] [Plan Administrator's Address] [City, State, ZIP Code] Dear [Plan Administrator's Name], RE: Division of Plan Proceeds per Court Order for the Virgin Islands Pension Plan I hope this letter finds you well. I am writing to request your assistance in facilitating the division of plan proceeds as mandated by a court order in relation to the Virgin Islands Pension Plan. As an affected individual, I kindly ask for your guidance and compliance with the following details: 1. Court Order Information: — Court Case Number: [Insert Court Case Number] — Date of Court Order: [Insert Date of Court Order] — Presiding Judge: [Insert Judge's Name] — Court Location: [Insert Court Location] 2. Plan Participant Details: — Participant's Name: [Insert Participant's Name] — Participant's Address: [Insert Participant's Address] — Social Security Number: [Insert Participant's SSN] 3. Spouse/Alternate Payee Details: — Spouse/Alternate Payee's Name: [Insert Spouse/Alternate Payee's Name] — Spouse/Alternate Payee's Address: [Insert Spouse/Alternate Payee's Address] — Social Security Number: [Insert Spouse/Alternate Payee's SSN] 4. Plan Information: — Plan Name: Virgin Islands Pension Plan — Plan Administrator: [Insert Plan Administrator's Name] — Plan Administrator's Contact Information: [Insert Plan Administrator's Contact Information] 5. Division of Plan Proceeds: — The court order mandates the division of the plan proceeds between the participant and spouse/alternate payee. — Please comply with the court-ordered percentage or specific monetary division as outlined in the order. — Ensure that the spouse/alternate payee receives their rightful share of the plan proceeds. 6. Necessary Documentation: — I have enclosed a copy of the court order for your reference and records. — If there are any additional documents required to ensure the smooth division process, please let me know promptly. I understand that the proper division of plan proceeds per a court order places certain obligations on the plan administrator. I wholeheartedly request your cooperation in adhering to the terms set forth in the court order. Should you require any clarification or if there are specific forms/documentation you need me to complete, kindly inform me at your earliest convenience. I appreciate your attention to this matter and your timely response. Please keep me informed of any developments or updates regarding the requested division of plan proceeds. Thank you for your prompt attention to this request. Yours sincerely, [Your Name]
Virgin Islands Sample Letter to Pension Plan Administrator regarding Division of Plan Proceeds per Court Order
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How to fill out Virgin Islands Sample Letter To Pension Plan Administrator Regarding Division Of Plan Proceeds Per Court Order?
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A survivor annuity is a monthly amount payable after your death to eligible spouses, former spouses, and children. Your spouse and former spouse may be entitled to a survivor annuity based on your election or on a court order. Your annuity will be reduced to provide this benefit.
Treatment of U.S. Territories under Title I of ERISA. For purposes of ERISA Title I, the term United States includes the U.S. territories. Even though the IRC doesn't apply within the U.S. territories, the following ERISA Title 1 requirements do: Minimum participation. Vesting and funding rules.
Retiree does not include a person re- ceiving an annuity only as a current spouse, former spouse, child, or person with an insurable interest. Self-only annuity means the recurring payments to a retiree who has elected not to pro- vide a survivor annuity to anyone.
Third Party Payees - If you are unable to handle your finances OPM will require a guardian or Representative Payee be appointed. OPM does NOT recognize Power of Attorney.
A straight-life annuity provides a fixed monthly benefit for the rest of your life only. No survivor benefit will be paid upon your death, but you should name a beneficiary for anything that is owed at the time you die, ex. uncashed checks.
If you are covered by the Federal Employees Retirement System (FERS), your spouse is entitled to the Basic Employee Death Benefit (BEDB) provided you die as an employee, have at least 18 months of creditable civilian service, and you were married for at least 9 months.
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.
If a retiree dies, a lump-sum benefit equal to the annuity due the deceased but not paid before death may be payable.
