Subject: Division of Plan Proceeds per Court Order — Retirement Plan Information Request [Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Plan Administrator's Name] [Plan Administrator's Organization] [Address] [City, State, ZIP] Dear [Plan Administrator's Name], RE: DIVISION OF PLAN PROCEEDS PER COURT ORDER — RETIREMENT PLAN INFORMATION REQUEST I hope this letter finds you well. My name is [Your Name], and I am writing to request information regarding the division of plan proceeds of my pension plan, in accordance with a court order issued by the [Court Name] in [Date]. Firstly, I would like to clarify that my pension plan is located in Oakland, Michigan. Oakland is a prosperous and diverse county in the southeastern part of the state, known for its vibrant communities, thriving economy, and educational institutions. It serves as a prominent business hub and encompasses several charming towns, such as Rochester, Troy, and Birmingham. Oakland boasts of numerous parkland, cultural attractions, and exciting recreational opportunities, making it a sought-after destination for residents and visitors alike. Having received a court order directing the division of plan proceeds due to a legal proceeding, it is imperative that I obtain accurate and up-to-date information regarding the process. I kindly request the following details concerning the division of my pension plan proceeds: 1. Confirmation of Receipt: a. Kindly acknowledge the receipt of the court order mentioned above by providing a copy of the acknowledgment. b. Please state whether the court order is considered qualified domestic relations order (QDR) compliant. 2. Current Account Status: a. Provide a comprehensive overview of the current status of my pension plan account, including the accrued benefits, market value, and any investment options available. b. Please specify any restrictions or limitations on the transfer or division of plan proceeds according to the court order. 3. Division Calculation and Implementation: a. Explain the methodology used to calculate and allocate the plan proceeds between myself and the alternate payee named in the court order. b. Outline the timeline and process for implementing the division, including necessary documentation and any associated fees or charges. 4. Communication and Documentation: a. Provide clear instructions on how to communicate with the plan administrator regarding this matter, including relevant contact information. b. Inform me about the required documentation that needs to be submitted for the successful division of plan proceeds. I kindly request that you expedite the provision of this information as the court order stipulates a specific timeframe for implementing the division of the plan proceeds. Please find enclosed the necessary documents, which include a copy of the court order and any other information that might assist you in processing my request. Should any additional information or documentation be required, please do not hesitate to contact me via the provided contact details. Thank you for your prompt attention to this matter. I look forward to receiving the requested information at your earliest convenience. Sincerely, [Your Name]
Oakland Michigan Sample Letter to Pension Plan Administrator regarding Division of Plan Proceeds per Court Order
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