Pension Plan Distribution Letter

November 16, 2050

James Embry

Bank Teller

[email protected]

3972 Deer Haven Drive,
Easley, SC 29640

Dear Mr. Embry,

I am writing to request a distribution of my pension benefits from the "Golden Years Retirement Plan." As a participant in the plan, I would like to initiate the process of accessing my retirement funds.

• Please find below the details of my request:

• Name of Participant: John Smith

• Participant ID/Account Number: 1234567890

• Date of Birth: January 1, 1955

• Total Amount of Distribution Requested: 50% of the total pension benefits available

I understand that there may be tax implications associated with this distribution and request that you provide me with information regarding any withholding taxes that will apply to the distribution.

Additionally, I would appreciate receiving a detailed breakdown of my pension benefits, including any accrued interest or investment earnings, to ensure accuracy in the calculation of the distribution.

Thank you for your attention to this matter. I look forward to receiving confirmation of my distribution request and any further instructions or documentation necessary to complete the process.

Best Regards,

[YOUR NAME]

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