TN 1 (06-10)
RM 03254.001 General
ERISA requests are forwarded to the Division of Business Services (DBS) from the Center for Program Support (CPS). DBS examines each request to determine their acceptability for SSA's compliance with the request. DBS will base their determination on the completeness of identifying information furnished by the requester, i.e., plan participant's name, SSN, signature, proper third party authorization, etc.
In addition, the Division of Business Services will examine each ERISA request in its entirety to determine the type of response that must be prepared.