Shared Materials Library

This is a second request for documents sent after the first request was not responded to in a timely fashion. This letter was also sent to the DOL and the plan over-nighted the requested documents the day the request was received.

This is a basic document request to the PBGC. Notice it is ghost written so that the client sent the request.

This is a ghost written document request.

FOIA request to the PBGC seeking termination documents.

In this settlement agreement the plan agreed to pay the client a lump sum and the client forever waived any future claims she could have arising under the plan.

2011 National Training Presentation by Attorney Jack Fuchs on Defending a Recoupment Claim - Includes Articles and Court Cases

Standard client authorization form for the Pension Rights Center.

This letter accompanied a client authorization form and explained that the representation would be of limited scope.

A version of the standard letter we enclose when recommending that a client obtain earnings history through the Social Security Administration (SSA). This letter recommends that clients get a history for the entire time with the employer plus a year before and after.

2011 National Training - Case Sharing Material presented by UMPRP re appeal for survivor beneifts in a case involving a participant who lied in order to get single life annuity lump sum.