Houston Texas Sample Letter to Pension Plan Administrator regarding Division of Plan Proceeds per Court Order

• Category: Letters - Legal - Pension Plan
• State: Multi-State
• City: Houston
• 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. Sample Letter to Pension Plan Administrator regarding Division of Plan Proceeds per Court Order in Houston, Texas [Your Name] [Your Address] [City, State, ZIP code] [Date] [Plan Administrator's Name] [Plan Administrator's Address] [City, State, ZIP code] Subject: Division of Plan Proceeds per Court Order Dear [Plan Administrator's Name], I hope this letter finds you well. I am writing to inform you of a court order regarding the division of plan proceeds from my pension account. As a resident of Houston, Texas, and a participant in [Pension Plan Name], I kindly request your assistance in implementing the court order and ensuring the proper distribution of funds. I have attached a certified copy of the court order issued by the [Name of the Court] on [Date]. The court order mandates the division of my pension plan proceeds as stated in the divorce decree between myself and my former spouse, [Former Spouse's Name]. In line with the court's ruling, my former spouse is entitled to [percentage or specific amount] of the plan's proceeds. To facilitate the division of plan proceeds, I request that you take the following actions: 1. Determine the total value of my pension plan as of the date stipulated in the court order. 2. Calculate and allocate the share designated for my former spouse, ensuring compliance with the court's ruling. 3. Facilitate the transfer of the designated amount to a new account in my former spouse's name or as directed in the court order. 4. Provide both myself and my former spouse with detailed documentation outlining the division of plan proceeds. I understand that there may be certain administrative requirements to fulfill this request. Therefore, I would greatly appreciate your guidance on any further steps I need to take or any additional information/documentation I need to provide to facilitate the division of the plan proceeds as per the court order. Additionally, please inform me of any applicable fees or charges associated with implementing the court order, and any necessary forms or processes I need to complete. I kindly ask that you acknowledge receipt of this letter and inform me of the estimated timeline for completing the division of the plan proceeds. It is important for me to ensure a smooth process for both parties involved and to fulfill our legal obligations. Thank you for your attention to this matter. Should you require any further information or have any questions, please feel free to contact me at [Your Phone Number] or [Your Email Address]. I look forward to your prompt response and cooperation in facilitating the division of my plan proceeds as per the court order. Yours sincerely, [Your Name]

Sample Letter to Pension Plan Administrator regarding Division of Plan Proceeds per Court Order in Houston, Texas [Your Name] [Your Address] [City, State, ZIP code] [Date] [Plan Administrator's Name] [Plan Administrator's Address] [City, State, ZIP code] Subject: Division of Plan Proceeds per Court Order Dear [Plan Administrator's Name], I hope this letter finds you well. I am writing to inform you of a court order regarding the division of plan proceeds from my pension account. As a resident of Houston, Texas, and a participant in [Pension Plan Name], I kindly request your assistance in implementing the court order and ensuring the proper distribution of funds. I have attached a certified copy of the court order issued by the [Name of the Court] on [Date]. The court order mandates the division of my pension plan proceeds as stated in the divorce decree between myself and my former spouse, [Former Spouse's Name]. In line with the court's ruling, my former spouse is entitled to [percentage or specific amount] of the plan's proceeds. To facilitate the division of plan proceeds, I request that you take the following actions: 1. Determine the total value of my pension plan as of the date stipulated in the court order. 2. Calculate and allocate the share designated for my former spouse, ensuring compliance with the court's ruling. 3. Facilitate the transfer of the designated amount to a new account in my former spouse's name or as directed in the court order. 4. Provide both myself and my former spouse with detailed documentation outlining the division of plan proceeds. I understand that there may be certain administrative requirements to fulfill this request. Therefore, I would greatly appreciate your guidance on any further steps I need to take or any additional information/documentation I need to provide to facilitate the division of the plan proceeds as per the court order. Additionally, please inform me of any applicable fees or charges associated with implementing the court order, and any necessary forms or processes I need to complete. I kindly ask that you acknowledge receipt of this letter and inform me of the estimated timeline for completing the division of the plan proceeds. It is important for me to ensure a smooth process for both parties involved and to fulfill our legal obligations. Thank you for your attention to this matter. Should you require any further information or have any questions, please feel free to contact me at [Your Phone Number] or [Your Email Address]. I look forward to your prompt response and cooperation in facilitating the division of my plan proceeds as per the court order. Yours sincerely, [Your Name]