Los Angeles California Sample Letter Requesting Client Pension Plan Account Statements

• Category: Letters - Legal - Pension Plan
• State: Multi-State
• County: Los Angeles
• Control #: US-0467LTR
• Format: Word; Rich Text

Description

Sample Letter Requesting Client Pension Plan Account Statements [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Recipient's Name] [Recipient's Address] [City, State, ZIP] Subject: Request for Client Pension Plan Account Statements Dear [Recipient's Name], I hope this letter finds you in good health and high spirits. I am writing to request the provision of account statements for the pension plan held by [Client Name], my esteemed client and participant in the Los Angeles California Pension Plan. As [Client Name]'s financial advisor, it is imperative that I have access to accurate and up-to-date information about the performance and status of their pension plan. Therefore, I kindly request that you furnish me with the following account statements: 1. Quarterly Performance Statements: Please provide the most recent quarterly performance statements for [Client Name]'s pension plan account. These statements should include details such as the total value of the account, investment holdings, contributions made, and any fees or charges applied. 2. Annual Statements: In addition to the quarterly performance statements, I would appreciate receiving the annual statements for the last three years. These statements should comprehensively outline the pension plan's performance, contributions, withdrawals, and any changes in asset allocation or investment strategy. 3. Transaction History Statements: To gain a holistic view of the account's activity, I request copies of the transaction history statements for the last two years. These statements should include all contributions made, investment purchases/sales, withdrawals, and any fees or penalties associated with the account. 4. Beneficiary Designation Statements: If possible, please provide an updated beneficiary designation statement for [Client Name]'s pension plan. This will help ensure that their intended beneficiaries are accurately reflected in the plan and help avoid potential complications in case of unforeseen circumstances. I kindly ask that the account statements be provided in both electronic (PDF) and hard copy formats, if available. Ideally, they should be sent to my attention at the address mentioned above or attached to an email sent to [Your Email Address]. Please note that the timely provision of these account statements is vital for me to continue efficiently managing [Client Name]'s financial affairs and providing them with comprehensive advice tailored to their retirement goals. Should you require any additional information or have any concerns regarding this request, please do not hesitate to reach out to me at [Your Phone Number] or via email. Thank you for your prompt attention to this matter. I greatly appreciate your ongoing support and assistance in managing [Client Name]'s pension plan effectively. Sincerely, [Your Name] [Your Title/Position] [Your Firm's Name]

[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Recipient's Name] [Recipient's Address] [City, State, ZIP] Subject: Request for Client Pension Plan Account Statements Dear [Recipient's Name], I hope this letter finds you in good health and high spirits. I am writing to request the provision of account statements for the pension plan held by [Client Name], my esteemed client and participant in the Los Angeles California Pension Plan. As [Client Name]'s financial advisor, it is imperative that I have access to accurate and up-to-date information about the performance and status of their pension plan. Therefore, I kindly request that you furnish me with the following account statements: 1. Quarterly Performance Statements: Please provide the most recent quarterly performance statements for [Client Name]'s pension plan account. These statements should include details such as the total value of the account, investment holdings, contributions made, and any fees or charges applied. 2. Annual Statements: In addition to the quarterly performance statements, I would appreciate receiving the annual statements for the last three years. These statements should comprehensively outline the pension plan's performance, contributions, withdrawals, and any changes in asset allocation or investment strategy. 3. Transaction History Statements: To gain a holistic view of the account's activity, I request copies of the transaction history statements for the last two years. These statements should include all contributions made, investment purchases/sales, withdrawals, and any fees or penalties associated with the account. 4. Beneficiary Designation Statements: If possible, please provide an updated beneficiary designation statement for [Client Name]'s pension plan. This will help ensure that their intended beneficiaries are accurately reflected in the plan and help avoid potential complications in case of unforeseen circumstances. I kindly ask that the account statements be provided in both electronic (PDF) and hard copy formats, if available. Ideally, they should be sent to my attention at the address mentioned above or attached to an email sent to [Your Email Address]. Please note that the timely provision of these account statements is vital for me to continue efficiently managing [Client Name]'s financial affairs and providing them with comprehensive advice tailored to their retirement goals. Should you require any additional information or have any concerns regarding this request, please do not hesitate to reach out to me at [Your Phone Number] or via email. Thank you for your prompt attention to this matter. I greatly appreciate your ongoing support and assistance in managing [Client Name]'s pension plan effectively. Sincerely, [Your Name] [Your Title/Position] [Your Firm's Name]