Virgin Islands 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 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]

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]