Requests may be received with correspondence concerning the following topics. Most of the topics are addresses on Form SSA-7005-SM.

• •

  FICA or SECA taxes

• •

  other retirement systems (except private pension funds)

• •

  CSRS offset information

• •

  military wages

• •

  railroad earnings

• •

  self-employment income

• •

  maximum earnings

• •

  covered or non-covered employment

• •

  insured status or QC requirements

• •

  refunds for contributions paid over the maximum

• •

  “voluntary” contributions

• •

  earnings prior to 1937

• •

  lag earnings and/or Windfall

• •

  confidentiality of social security records

• •

  the earnings statement program, policy or the provisions of the Social Security Act

Take the following action:

• •

  If Form SSA-7004-SM-OP1 is received and the topic is addressed on Form SSA-7005-SM, a dictated response is not required. Sort for data entry.

• •

  If Form SSA-7004-SM-OP1 and/or correspondence is received and the number holder indicates they are a federal employee and would like to know what their CSRS offset will be, do not process the SSA-7004 request. Prepare Form SSA-2543 and forward to DERO (RM 01351.050). Check box 8 “OTHER” and annotate “CSRS information requested”.

• •

  If an earnings request is not received and the topic is addressed in a publication, forward the publication to the requester. Include the Correspondence Transmittal.

• •

  If correspondence is received with or without Form SSA-7004-SM-OP1 and the topic is not addressed in a publication, or if a more detailed response is required, forward to DERO under cover of Form SSA-2543. Check box 2.