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Calloway pension - survivor letter

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                                                                                               Benefits Office
                                                                                      900 Enamel Works Road

Calloway Range Co. Retirement Plan                                                       Cleveland, TN 37311
                                                                                              (888) 555-0171




Survivor Benefit Award
January 9, 2023

Lorraine M. Pruitt
2217 Larkmoor Lane NW
Cleveland, TN 37312

Participant: Walter E. Pruitt (deceased November 9, 2022) Plan number: CRH-1965-04418

Dear Mrs. Pruitt,

Please accept our sympathy on the death of your husband, who worked for this company for 38 years.

When Mr. Pruitt retired on June 30, 2003, he chose the 50% joint and survivor form of pension, with
you as his joint annuitant. Under that choice the plan pays you one-half of his monthly pension for the
rest of your life.

                                                                          Monthly amount

 Mr. Pruitt's pension at his death                                        $1,224.00

 Your survivor benefit, beginning December 1, 2022                        $612.00

Your benefit is paid on the first business day of each month by direct deposit to the bank account you
gave us on your survivor form. The payments for December and January will be included with the
payment of February 1, 2023.

The plan has no cost-of-living increase, so this amount will not change. You did not ask for federal
income tax to be withheld. You may change that at any time with Form W-4P. Each January we will
send you Form 1099-R showing what you were paid in the year before.

The benefit ends with the payment for the month of your death. No benefit is payable to anyone after
that, and there is no lump sum.

Please tell us promptly if your address or bank account changes. A person who holds your power of
attorney may deal with us for you once we have a copy of it on file.

Sincerely,

Benefits Office
Calloway Range Co. Retirement Plan

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Calloway pension - survivor letter Document · saved Jan 20, 2023

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attachments.yaml 
record: doc-pension-award
template: document
org:
  name: Calloway Range Co. Retirement Plan
  lines:
  - Benefits Office
  - 900 Enamel Works Road
  - Cleveland, TN 37311
  phone: '8885550171'
  color: '#6a2f2f'
title: Survivor Benefit Award
body: 'January 9, 2023


  Lorraine M. Pruitt<br>2217 Larkmoor Lane NW<br>Cleveland, TN 37312


  **Participant:** Walter E. Pruitt (deceased November 9, 2022) &nbsp;&nbsp; **Plan number:** CRH-1965-04418


  Dear Mrs. Pruitt,


  Please accept our sympathy on the death of your husband, who worked for this company for 38 years.


  When Mr. Pruitt retired on June 30, 2003, he chose the 50% joint and survivor form of pension, with
  you as his joint annuitant. Under that choice the plan pays you one-half of his monthly pension for
  the rest of your life.


  | | Monthly amount |

  |---|---|

  | Mr. Pruitt''s pension at his death | $1,224.00 |

  | Your survivor benefit, beginning December 1, 2022 | $612.00 |


  Your benefit is paid on the first business day of each month by direct deposit to the bank account you
  gave us on your survivor form. The payments for December and January will be included with the payment
  of February 1, 2023.


  The plan has no cost-of-living increase, so this amount will not change. You did not ask for federal
  income tax to be withheld. You may change that at any time with Form W-4P. Each January we will send
  you Form 1099-R showing what you were paid in the year before.


  The benefit ends with the payment for the month of your death. No benefit is payable to anyone after
  that, and there is no lump sum.


  Please tell us promptly if your address or bank account changes. A person who holds your power of attorney
  may deal with us for you once we have a copy of it on file.


  Sincerely,


  Benefits Office<br>Calloway Range Co. Retirement Plan

  '