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- 1 - Instruction: This is a model letter. Adapt to fit your facts and circumstances. R e: In R e t h e M arria g e o f a n d D ear :I re p re se n t < clie n t> in th e a b ove-re fe re n ced m atte r. It is n ecessa ry th at m y c lie n t's p en sio n b e ev alu ate d . I n eed a c o py o f 's p en sio n p la n a n d p en sio n p la n s ta te m en ts f o r th e p ast th re e ( 3 ) ca le n dar y ears .If th e a n sw ers to th e fo llo w in g q uestio ns a re n ot e v id en t in th e a b ove-m en tio ned d ocu m en ts , p le ase re sp ond t o t h ese q uestio ns:1 . Has th e p artic ip an t m ad e a n y c o ntr ib utio ns to th e p la n ? If so , p le ase sp ecif y th e a m ount o f em plo yee c o ntr ib utio ns s in ce t h e p artic ip an t's e m plo ym en t w ith y ou.2. Does th e e m plo yer m ak e c o ntr ib utio ns to th e p la n ? If s o , p le ase s p ecif y th e a m ount o f e ach em plo yer c o ntr ib uti o n.3. What a re t h e v estin g r e q uir e m en ts ?4 . Do y ou a llo w a n e m plo yee to re ceiv e b en efit s e arlie r th an a g e 6 5? If s o , p le ase s p ecif y th e am ount o f b en efits t h e p artic ip an t w ould r e ceiv e, a ssu m in g r e tir e m en t a t a n a g e e arlie r t h an 6 5.5. What a m ount o f m on th ly b en efits c o uld t h e p artic ip an t e x pect t o r e ceiv e u pon a tta in in g a g e 6 5?6. Can y ou p ro vid e a c alc u la tio n o f th e p re se n t v alu e o f th e p artic ip an t's p en sio n? If s o , w hat is th e p re se n t v alu e o f t h e p en sio n?7. Are a n y o th er b en efits , o th er t h an t h e m onth ly p ay m en t, a v aila b le t o t h e p artic ip an t t h ro ugh t h is pe n sio n, s u ch a s d ea th o r s u rv iv or b en efits ?Y our p ro m pt r e tu rn o f t h is i n fo rm atio n i n c o m ple te f o rm w ill f a cilita te r e so lu tio n o f t h e p ro ceed in g a n d alle v ia te a n y n eed t o d ep ose p ers o nnel i n y our b en efits s e ctio n.T han k y ou f o r y our t im e a n d c o nsid era tio n.S in cere ly ,