TN 2 (09-94)
NL 00902.900 ERISA Paragraphs
The following section reflects the guide paragraphs to be used and the suggested captions for use with those guide paragraphs. They are arranged in the order they should appear in a notice. If more than one paragraph is used, show them in the order that they appear below.
The term “null” in a fill in means that the options for the fill in are those listed or a blank.
B. LIST OF PARAGRAPHS
ERA901 — REPLY TO LETTER
We are writing to reply to your letter dated (1) . You said that (2) . (3)
(1) Date of letter
(2) Summary of inquiry
(3) We are checking to find the correct pension information for you. We will send you another letter as soon as possible to tell you what we find./null
ERA902 — REFERRAL TO ANOTHER AGENCY
The (1) is responsible for the matter you asked us about in your letter dated (2) . Therefore, we have forwarded your letter to that office.
If you have any questions about Social Security numbers, earnings records, or claims for Social Security benefits, please call us at (toll-free number) or get in touch with any of our local offices.
(1) Name and address of agency (2) Date of inquiry
ERA903 — RETURN NOTICE
We are returning the Potential Private Pension Benefit Information notice that you sent to us.
ERA904 — RETURN NOTICE — NO PENSION INFORMATION
We are returning your request for information about deferred vested pension rights because we have no pension information recorded under the name and Social Security number you furnished.
ERA911 — MAINTAINING PENSION INFORMATION
The Social Security Administration maintains pension information about individuals who have left work covered by a private pension plan but who have earned a right to pension benefits under the plan. We give this information to these individuals (or their dependents or survivors) upon request or when they apply for Social Security benefits.
ERA912 — POTENTIAL ENTITLEMENT
We sent the Potential Private Pension Benefit Information notice to tell you that the (1) pension plan had reported that (2) may (3) entitled to benefits from the plan. (4)
(1) Plan name
(2) you/name of participant
(3) be/have been
(4) It was not a request for information. You may be entitled to benefits from the plan as a dependent or survivor of the named worker./null
ERA921 — HOW WE GOT THIS INFORMATION
This information was reported on Form 5500, Annual Return/Report of Employee Benefit Plan - Schedule SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits.
ERA931 — DEFERRED VESTED BENEFITS
When a person leaves a job covered by a private pension plan before retirement age, but has earned a right to future pension benefits under the plan, such benefits are called “deferred vested benefits”.
ERA932 — UNTIMELY REPORTS
We do not always receive and process pension reports in the same year to which they apply.
ERA933 — YEAR REPORTED
The “Year Reported” column heading refers to the actual year for which the Plan Administrator reported this information.
ERA934 — NO DECISION MADE
The code M for “other” shown under Type of Annuity and/or Payment Frequency means that no decision had been made at the time the other pension information was provided.
ERA935 — VALUE OF ACCOUNT
The amount shown under Value of Account is the value of the account when (1) left the job covered by the pension plan.
(1) you/name of participant
ERA941 — THESE ARE NOT SOCIAL SECURITY BENEFITS
We have no say in the administration of benefit policies or any private pension plans
(1) and do not make any decisions about benefits paid under a private pension plan./null
ERA942 — NO DECISIONS MADE
We do not make any decisions about benefits paid under a private pension plan.
ERA943 — UNABLE TO ANSWER QUESTIONS
We are unable to answer questions about beneficiary entitlement under a specific private pension plan.
ERA944 — PRIVATE PENSION BENEFITS
This information concerns private pension benefits only. It does not apply to your Social Security earnings record nor any Social Security benefits to which you may be entitled.
ERA950 — IF YOU WANT TO APPLY FOR BENEFITS
Please contact the Plan Administrator listed in the notice to find out how to apply for pension benefits under the plan or for any additional information.
ERA955 — IF THE PLAN ADMINISTRATOR ADDRESS IS WRONG
The address we gave you for the Plan Administrator is the only one we have. Since that address is not correct, please contact your former employer for the current address. If you cannot locate your former employer, check the reference department of your local library or contact your State's corporation commission, office or division. This agency should be listed in the blue pages of the telephone directory under State government. It is often a part of the Secretary of State, Commerce or Taxation Departments.
ERA960 — PAYMENT UNDER THE PLAN
We can give you only the information given to us by the Plan Administrator. We do not check the accuracy of the information. We also realize that the actual method and/or amount of payment under a plan may differ from that shown on the Potential Private Pension Benefit Information notice. The reasons for this include:
ERA965 — IF YOU HAVE A COMPLAINT
If you have a complaint about (1) , contact the local office of the Department of Labor's Pension and Welfare Benefits Administration. If this office is not listed in your telephone directory, write to the Department of Labor, Pension and Welfare Benefits Programs, Room 4659, 3rd Street and Constitution Avenue, N.W., Washington, D.C. 20216.
(1) furnish the reason for complaint; e.g., “how the Plan Administrator handled your claim” or “your claim for private pension benefits”.
ERA970 — WHAT YOU NEED TO DO
We cannot give out the information from a person's record without that person's signed request. Please complete, sign and return your request and we will consider it further.
ERA975 — FOR MORE INFORMATION
The information we sent you earlier is the only pension information in our files.
ERA976 — CONTACT THE PLAN ADMINISTRATOR
Please contact the Plan Administrator listed below for any additional information (1) .
(1) Name and address of Plan Administrator
C. LIST OF CLOSING PARAGRAPHS
ERA980 — SCHEDULE OF SSA FORM 5500
As you requested, we have enclosed a copy of the Schedule SSA (Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits) of Internal Revenue Service Form 5500. You reported this information to the IRS which then forwarded the Schedule (s) SSA to us for processing.
ERA981 — PENSION RIGHTS INFORMATION
We are enclosing the requested pension rights information that we are authorized to furnish. This information is from the pension record of (1) .
(1) name of participant
ERA982 — APOLOGY FOR DELAY
We apologize for the delay in responding to your letter.
ERA983 — APOLOGY FOR MISTAKE
We apologize for the mistake and regret any inconvenience it may have caused.