RM 03252.002 Receive and Release Examined ERISA Requests and Completed Forms SSA-4617-U2
Receive completed work from examiners and release as follows:
Acceptable routing ERISA requests.
Tag request with block number.
Hold 20 workdays.
NOTE: Requests will be held to allow for return of any “Exceptions,” e.g., name/SSN discrepance.
Mark for destruction.
Acceptable ERISA requests requiring a dictated response
Make photocopy of request.
Handle photocopy of reuqest as in “A” above.
Forward original to appropriate MOD for further handling.
Handle forms SSA-4617-U2 (See Exhibit 3.) as follows;
Forward original (white) forms to Four-Phase (Reports Analysis Branch, RAB) under cover of Form SSA-4352, which is properly completed by the transmitting clerk (name and date sent to RAB).
Hold second copies (yellow) together with requests according to A. and B. above.
Forward all unacceptable ERISA requests as indicated by examiner.