Generate Pension Report Create Account Log In How It Works Online Demo Sample Report Download Pension Form Print Pension Form QDRO Request Forms FREE Download Book Basics of Pensions In Depth Analysis Special Issues Actuarial Standards Sample Authorizations Pension FAQs QDRO FAQs Glossary Join Our Mailing List About Our Company About Our Analysts Contact Us Phone Consultations Our Fee Schedule Testimony Your Privacy Security Terms of Use Customer Support	SAMPLE TRANSMITTAL LETTER Dear Plan Administrator: Enclosed please find an authorization form signed by Social Security Numberthat grants you permission to disclose information relative to Mr./Ms 's retirement benefit programs under which he/she may be covered as a result of his/her employment with your company. Please provide us with the following information: A. ALL QUALIFIED AND/OR NONQUALIFIED RETIREMENT OR DEFERRED COMPENSATION PLANS: The names of all of the qualified retirement plans under which Mr./Ms. participates (or has participated ) or is currently accruing (or has accrued) benefits, including, but not limited to, any defined benefit pension plan or defined contribution plan (such as a 401(k), profit sharing, thrift, retirement savings, or ESOP stock option plans, excess defined benefit plans, or any other deferred compensation arrangement whether uninsured or insured.). Plan Name: Plan Name: Plan Name: B. ALL OTHER PLANS, INCLUDING WELFARE BENEFIT PLANS: The names of all other plans under which Mr./Ms. participates, including, but not limited to, your health plans (including cafeteria plans, managed care plans, HMOs, mail-order pharmacy plans, stand-alone vision plan), dental plans, short-term and/or long-term disability plans, and life insurance plans. Plan Name: Plan Name: Plan Name: C. STATEMENT OF ACCRUED BENEFITS AND/OR ACCOUNT BALANCES: Please complete the following PENSION QUESTIONNAIRE for each retirement plan under which Mr./Ms.has earned a benefit. Thank you for your help on this request. If you have any questions, please do not hesitate to contact me. Sincerely, Continue to Request Forms Return to Sample Authorizations

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