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