Program Operations Manual System (POMS)
Basic (10-80)
RM 03252.001 Block ERISA Requests Received from Receipt and Dispatch (4402)
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A.
Receive ERISA requests for deferred vested rights pension information.
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B.
Accumulate ERISA requests on a weekly basis.
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C.
Keep a running count of all ERISA requests received and forward to the Records Utilization
and Services Branch (RUSB) at the end of each month.
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D.
Block ERISA requests as follows:
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1.
Not less than 10 nor more than 50 requests to a block.
EXCEPTION:
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When one week's accumulation of requests is less than 10, continue accumulating requests
a second week. If, at that time, there are still less than 10 requests, assign a block
number to the requests on hand and further handle as in “D.2.”
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2.
Assign ERISA requests block numbers in accordance with the following:
-
a.
Prepare pre-numbered control sheets listing 2 digits block numbers beginning with
01 through 99. Repeat block numbers after assigning block number 99.
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b.
Check control sheet for the next block number to be assigned.
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c.
Enter block number in proper space on Form SSA-4352, ERISA Pension Notice Request
Transmittal.
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3.
Enter the number of requests being assigned in proper space on Form SSA-4352.
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E.
Issue ERISA requests for Examining.