TN 1 (04-20)
Correspondence will be received from the general public requesting deferred vested
rights pension information under the Employee Retirement Income Security Act of 1974
(ERISA). (ERISA is also known as the Pension Reform Act). These requests will be subsequently
referred to, in this procedure, as “ERISA Requests”. The individual who is subject of the ERISA request will be subsequently referred
to as “Plan Participant” in this procedure.
ERISA requests for pension information will be received in the form of letters, notes
etc. There is no specific form or format for use by the public in requesting this
information. Post Office Box Number 17055 has been assigned for ERISA requests, however,
it is not generally known by the public. Therefore, these requests may not be addressed
to any specific component within the Social Security Administration.
In addition to the ERISA requests, general correspondence regarding ERISA or information
previously furnished by us under ERISA will be received. This general correspondence
will be subsequently referred to as “ERISA Correspondence”.
EXAMPLES:
Individual questions information funished on Form SSA-L99-C1, Potential Private Retirement
Benefit Information Notice; correspondence from Plan Administrators or Employers etc.