Posts tagged "Pension Transfer Application"

Family Pension Transfer Application Format, Sample Letter

In case you choose to have your family pension transferred to the new Pension Disbursing Authority then in such a scenario, it is important to write a family pension transfer application to the concerned authority for submitting your request in a formal manner.

Here is the format for family pension transfer application to which you can refer. Use this sample template for family pension transfer for creating a customized letter as per your subjective needs.

Family Pension Transfer Application Sample

From:

Richard Smith

54, Henry Hills

California

Date: December 16, 2023

To,

Mr. Arnold Brown

Manager

Zenith Technologies

California

Sub: Pension transfer application.

Dear Mr. Brown,

I am writing this letter to inform you that I have chosen to take my pension with New Era Pensioners Company.

Therefore, I would like to request you to kindly make all the important arrangements for transferring my pension documentation to the new PDA, the contact details of which have been shared below for your reference.

Name of new PDA: New Era Pensioners Company

Address: 54, City Centre, California

Bank Account to which the pension will be credited: 123456

You are requested to kindly do the needful and close this matter the earliest.

Thanking you for your assistance.

Sincerely,

Richard Smith

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Posted by Hrformats - December 15, 2023 at 3:01 AM

Categories: Application   Tags: , ,

Pension Transfer Application Letter Examples, Templates

There is a provision of transferring the pension to someone else is known as moving the pension. There are different scenarios in which a pension transfer application may be written in order to formally request for the transfer of pension to the authorities.

In this post, we bring to you a collection of different kinds of Pension Transfer Application Sample Formats. You can always keep these transfer application Formats as the base for creating personalized letters that rightly meet your needs. Use these Pension Transfer Application Letter Example, Template for creating your own letters in the best way possible.

Sample Format for Pension Transfer Application Sample

From:

Richard Smith

54, Henry Hills

California

Date: December 5, 2023

To,

Mr. Arnold Brown

Manager

Zenith Technologies

California

Sub: Pension transfer application.

Dear Mr. Brown,

I, Richard Smith, son of your former employee, Mr. Bill Smith, am writing this application in order to request you to kindly transfer the monthly pension fund of Mr. Bill Smith to his lawful successor who is his wife, Mrs. Ana Smith.

Please find attached with the letter Form No. 123 which has been duly filled and signed in order to have the process of pension transfer started without any delays. The following documents have also been attached with the letter for your reference:

  • Copy of the death certificate of Mr. Bill Smith
  • Copy of the ID proof of Mrs. Ana Smith

I am hopeful that this matter is going to get resolved as soon as possible.

Thanking you.

Sincerely,

Richard Smith

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Posted by Hrformats - December 6, 2023 at 1:51 AM

Categories: Letters   Tags: , , ,