Basic (10-80)

RM 03250.002 Initial Receipt and Handling of Correspondence from the Public (4401)

  1. A. 

    Receive correspondence concerned with ERISA and/or deferred vested rights pension information.

  2. B. 

    Time stamp incoming correspondence.

  3. C. 

    Issue correspondence for clerical screening as shown in RM 03250.003.

  4. D. 

    Forward screened ERISA requests/correspondence for futher handling as follows:

    1. 1. 

      ERISA requests for deferred vested rights information — Examining and Correspondence Section.

    2. 2. 

      All other ERISA correspondence — Appropriate MOD (based on SSN/name furnished).


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0103250002
RM 03250.002 - Initial Receipt and Handling of Correspondence from the Public (4401) - 08/02/1994
Batch run: 08/02/1994
Rev:08/02/1994