Dorian Mayhew Rothschild 60 Arthur St.

San Rafael, CA 94901 April 25, 2012 RL Construction Company, Inc David Macky 440 Montgomery St. San Francisco, CA 94103 RE: Estate of Peter R. Olsen Date of Death: February 03, 2012 Employee Number: 123456789 Dear David Macky: I am the Executor in the estate of the Decedent named above. It is my understanding that the Decedent was an employee with your organization. Please provide me with the following information where applicable. In addition, please furnish a list of required documentation that I will need in order to claim the benefits. A. Group Life Insurance: 1. Name of insurance company 2. Policy number 3. Amount of benefit 4. How the benefit is payable (including lump sum installments) 5. To whom the benefit is payable (including contingent beneficiaries) 6. Ownership of the policy 7. Whether the Decedent purchased any additional insurance besides the group life insurance 8. IRS Form 712 for use in the preparation of estate tax returns B. Compensation: 1. Accrued compensation to date of death - and if it has been paid, the name of the payee. 2. Accrued sick leave and vacation - and if it has been paid, the name of the payee. 3. Salary continuation, such as lump-sum death benefit, monthly payment, or deferred compensation. C. Pension, Profit-sharing, and 401(k) payments:

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1. Whether the plan is contributory or non-contributory. 2. If contributory, the amount of total employer/employee contributions and earnings. 3. Whether payable in lump sum or installments. 4. Whether any of the benefit payments represent life insurance proceeds and if so, the amount of life insurance proceeds and its cash surrender value at date of death. 5. Whether the plan is exempt under Section 401(a) of the Internal Revenue Code. 6. Name, address, and phone number of the plan administrator, if any. Please contact me at the above address if you have any questions or need additional information. I can be contacted by phone at (415) 745-1234 or (415) 456-4567. An e-mail can be sent to Thank you for your assistance.


Dorian Mayhew Rothschild

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