Basic (10-80)

RM 03254.003 Examine Plan Participant's Social Security Number (4403)

  1. A. 

    To obtain information from the plan participant's deferred vested rights pension record, we need a complete, legible, and correct social security number.

  2. B. 

    Examine each request received to determine if the social security number is acceptable and legible.

    1. 1. 

      No SSN, or an Illegible, Incomplete, or Impossible SSN.

      1. a. 

        Response is to be released to the plan participant.

        1. 1. 

          Return the request with a Form SSA-4482, Social Security Request for Information β€” ERISA, checked in the proper box.

        2. 2. 

          Hand address envelope for mailing.

      2. b. 

        Request is to be released to a third party.

        1. 1. 

          Return the request with a Form SSA-4482, checked in the box noted: β€œThe social security number you gave us is illegible or incorrect. Please obtain the individual's correct social security number and enter it on your request. If the number is the same as the one you gave us, or if the person does not know the number, he or she should contact a social security office for assistance.”

        2. 2. 

          Hand address envelope for mailing.

    2. 2. 

      Acceptable SSN β€” Continue processing according to RM 03254.004.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0103254003
RM 03254.003 - Examine Plan Participant's Social Security Number (4403) - 08/16/1994
Batch run: 08/16/1994
Rev:08/16/1994