BASIC (10-80)

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

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

  2. Time stamp incoming correspondence.

  3. Issue correspondence for clerical screening as shown in RM 03250.003.

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

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

    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: 01/27/2009
Rev:08/02/1994