Program Operations Manual System (POMS)
Basic (10-80)
RM 03250.002 Initial Receipt and Handling of Correspondence from the Public (4401)
-
A.
Receive correspondence concerned with ERISA and/or deferred vested rights pension
information.
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B.
Time stamp incoming correspondence.
-
C.
Issue correspondence for clerical screening as shown in RM 03250.003.
-
D.
Forward screened ERISA requests/correspondence for futher handling as follows:
-
1.
ERISA requests for deferred vested rights information — Examining and Correspondence
Section.
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2.
All other ERISA correspondence — Appropriate MOD (based on SSN/name furnished).