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Plan document request – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Document Requests
This letter is sent when the plan administrator is not provided the documents requested.
Plan document request – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Document Requests
Plan Type: Single Employer DB
Legal Issues: Lost Plans
Letter to ERISA correspondence group requesting information as to client's eligibility for a private pension benefit.
IRS information letter request and response – Pension Rights Center – NPARC
Date Created: April 26, 2011
Document Type: Other Correspondence
Plan Type: Multi-employer Plans
Legal Issues: Benefit Calculation
This request letter and the IRS response confirms that a plan may not use an interest rate and mortality table of its chosing when calculating a lump sum.
Closure letter – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Closure Letter
This letter is sent to notify the client we have closed their case because they did not return the necessary forms to us.
Closure letter – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Closure Letter
Legal Issues: Lost Plans
A closure letter used when we are successful in locating or claiming a benefit.
Claim for benefits – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Claim & Appeal Letters
Plan Type: Single Employer DB
Legal Issues: Omitted Participants
Claim letter to PBGC for participant that was omitted from plan.
Referral or instruction letter – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Standard Intake or Process Document
This letter goes to the client along with a copy of any letter that has been submitted to the plan administrators.
Expectation or engagement letter – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Standard Intake or Process Document
Letter sent out to all new clients.
Authorization Form w Notary – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Standard Intake or Process Document
Authorization form that can be notarized.
Satisfaction survey – South Central Pension Rights Project
Date Created: October 3, 2011
Document Type: Standard Intake or Process Document
Assesses the client's satisfaction with our service.