Exxonmobil Retiree Benefits Service Center

• Category: Letters - Legal - Discovery
• State: Multi-State
• City: Houston
• Control #: US-0477LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. [Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] [Union Pension Administrator Name] [Union Pension Administrator's Address] [City, State, Zip] Subject: Request for Plan Description Dear [Union Pension Administrator Name], I hope this letter finds you well. I am writing to request a detailed description of the pension plan provided by the [Name of Union]. As a member of the [Union Name], it is crucial for me to understand the intricacies of the pension plan and its associated benefits. I kindly request that you provide me with the necessary information to make informed decisions regarding my retirement. To assist you in addressing my request accurately, I have outlined specific areas of interest that I would like you to cover in the plan description: 1. Benefit Provisions: — Eligibility criteria, including employment tenure and age requirements. — Vesting schedule and requirements— - Calculation methods for determining pension benefits. — Early retirement options and related reduction factors. — Surviving spouse benefits and beneficiary designations. — Treatment of disability benefits. 2. Contribution Details: — Employee contribution rates and methods (if applicable). — Employer contributions, including potential matching contributions. — Any voluntary contribution options available. 3. Investment Options: — Description of the investment choices within the pension plan. — Explanation of any default investment options or lifecycle funds. — Information regarding the ability to change investment allocations. 4. Plan Administration: — Name and contact information of the plan administrator. — Explanation of the communication channels for plan-related queries. — Information on how to access account statements and other plan documents. — Procedures to facilitate changes or updates to personal information. — Details on any administrative fees or charges. 5. Retirement and Distribution: — Explanation of the retirement process and procedures. — Options available for receiving pension benefits (lump sum, annuity, etc.). — Tax considerations and withholding percentages. — Rollover options and restrictions— - Required minimum distributions (if applicable). I kindly request that you provide this plan description in writing within [reasonable time frame, e.g., 30 days] of receiving this letter. If it is more convenient for you, you may provide the information via email to [your email address]. Thank you for your attention to this matter. I greatly appreciate your assistance in providing me with a comprehensive understanding of the pension plan offered by the [Name of Union]. Please do not hesitate to contact me at [Your Phone Number] or [Your Email Address] should you require any further information or clarification. I look forward to receiving the plan description and being better equipped to make informed decisions about my retirement. Thank you for your prompt attention to this request. Yours sincerely, [Your Name] [Union Member ID, if applicable]

[Your Name] [Your Address] [City, State, Zip] [Email Address] [Phone Number] [Date] [Union Pension Administrator Name] [Union Pension Administrator's Address] [City, State, Zip] Subject: Request for Plan Description Dear [Union Pension Administrator Name], I hope this letter finds you well. I am writing to request a detailed description of the pension plan provided by the [Name of Union]. As a member of the [Union Name], it is crucial for me to understand the intricacies of the pension plan and its associated benefits. I kindly request that you provide me with the necessary information to make informed decisions regarding my retirement. To assist you in addressing my request accurately, I have outlined specific areas of interest that I would like you to cover in the plan description: 1. Benefit Provisions: — Eligibility criteria, including employment tenure and age requirements. — Vesting schedule and requirements— - Calculation methods for determining pension benefits. — Early retirement options and related reduction factors. — Surviving spouse benefits and beneficiary designations. — Treatment of disability benefits. 2. Contribution Details: — Employee contribution rates and methods (if applicable). — Employer contributions, including potential matching contributions. — Any voluntary contribution options available. 3. Investment Options: — Description of the investment choices within the pension plan. — Explanation of any default investment options or lifecycle funds. — Information regarding the ability to change investment allocations. 4. Plan Administration: — Name and contact information of the plan administrator. — Explanation of the communication channels for plan-related queries. — Information on how to access account statements and other plan documents. — Procedures to facilitate changes or updates to personal information. — Details on any administrative fees or charges. 5. Retirement and Distribution: — Explanation of the retirement process and procedures. — Options available for receiving pension benefits (lump sum, annuity, etc.). — Tax considerations and withholding percentages. — Rollover options and restrictions— - Required minimum distributions (if applicable). I kindly request that you provide this plan description in writing within [reasonable time frame, e.g., 30 days] of receiving this letter. If it is more convenient for you, you may provide the information via email to [your email address]. Thank you for your attention to this matter. I greatly appreciate your assistance in providing me with a comprehensive understanding of the pension plan offered by the [Name of Union]. Please do not hesitate to contact me at [Your Phone Number] or [Your Email Address] should you require any further information or clarification. I look forward to receiving the plan description and being better equipped to make informed decisions about my retirement. Thank you for your prompt attention to this request. Yours sincerely, [Your Name] [Union Member ID, if applicable]