Subject: Washington Sample Letter to Pension Plan Administrator — Division of Plan Proceeds per Court Order Dear [Pension Plan Administrator's Full Name], I hope this letter finds you well. I am reaching out as per a court order issued in the State of Washington regarding the division of plan proceeds from the [Company Name] Pension Plan. This court order mandates the division of the plan proceeds between myself and my former spouse/partner, [Ex-spouse's/Ex-partner's Full Name], in accordance with the applicable laws of the state. As the court order clearly stipulates the division of the plan proceeds, I kindly request your assistance and adherence to the following instructions: 1. Verification of Court Order: We kindly request the plan administrator to verify the court order and ensure its authenticity. Please review the details of the court order attached herewith. 2. Division of Plan Proceeds: In accordance with the court order, the plan proceeds should be divided between myself and [Ex-spouse's/Ex-partner's Full Name] as follows: — [Your Full Name]: [Specify Percentage/Amount or Document Reference] — [Ex-spouse's/Ex-partner's Full Name]: [Specify Percentage/Amount or Document Reference] 3. Calculation of Plan Proceeds: Please calculate the total plan proceeds and provide a detailed breakdown of the amount to be distributed to each party. If necessary, refer to any applicable formulas or methods as per the plan's terms and conditions. 4. Required Documentation: Kindly provide us with copies of the relevant plan documents, including Summary Plan Descriptions, statements, or any other required paperwork to ensure an accurate division of the plan proceeds. 5. Efficient Communication: Please maintain open communication lines with both parties involved, myself and [Ex-spouse's/Ex-partner's Full Name], during this process. Timely updates, responses, and any clarifications required would be highly appreciated. 6. Compliance with Washington State Laws: I would like to emphasize that the division of the plan proceeds should comply with the laws and regulations of the State of Washington. If any specific regulations or procedures apply, please ensure their strict adherence. 7. Secure Administration: It is paramount to handle all personal and financial information with the utmost confidentiality and security. We kindly request you to follow the necessary protocols to protect our sensitive data throughout this process. I trust in your professionalism and expertise in handling such matters. Your cooperation and prompt attention to this matter would be greatly appreciated. Should you require any additional information, please do not hesitate to contact me at [Your Contact Information]. Thank you for your attention and understanding in ensuring a fair and accurate division of the plan proceeds. We look forward to a smooth resolution of this matter. Sincerely, [Your Full Name] [Your Address] [City, State, ZIP Code] [Your Contact Information] [Attachments: — Copy of CourOrderde— - Any additional documents as required]
Washington Sample Letter to Pension Plan Administrator regarding Division of Plan Proceeds per Court Order
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