Subchapter List for Pension Information Processing System

RM 032: Pension Information Processing System
 RM 03200: Pension Information Processing System
RM 03200.000: Pension Information Processing System - Table of Contents
 RM 03201: ERISA - General Information
RM 03201.000: ERISA - General Information - Table of Contents
RM 03201.001: ERISA — Overview and Glossary
RM 03201.002: ERISA —Description of IRS Role
RM 03201.005: SSA's Role in Assisting Private Pension Plans and Separated Participants
RM 03201.007: Overview of ERISA Government Agency Interrelationships and Processing
 RM 03202: Flowcharts and Narrative
RM 03202.000: Flowcharts and Narrative - Table of Contents
RM 03202.002: Narrative—Clerical Processing of Form 8955 SSA (Prior Form 5500Schedule SSA)
RM 03202.005: Narrative - Processing ERISA Requests and Correspondence Relating to ERISA
 RM 03250: Receipt and Dispatch of Correspondence (4401)
RM 03250.000: Receipt and Dispatch of Correspondence (4401) - Table of Contents
RM 03250.001: General Information
RM 03250.002: Initial Receipt and Handling of Correspondence from the Public (4401)
RM 03250.003: Screen and Determine ERISA Requests/Correspondence
 RM 03252: Control ERISA Requests (4402)
RM 03252.000: Control ERISA Requests (4402) - Table of Contents
RM 03252.001: Block ERISA Requests Received from Receipt and Dispatch (4402)
RM 03252.004: Receive Discrepant Forms SSA-L99-C1 EXCEPTIONS
RM 03252.006: SSA-L99-C1's to be Retyped (4402)
 RM 03253: General Processing Information
RM 03253.000: General Processing Information - Table of Contents
RM 03253.001: Form 8955-SSA (Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits)
RM 03253.002: SSA-L99-C1, Notice of Potential Private Retirement Benefit Information
 RM 03254: Processing ERISA Requests (4403, 4405, 4235, 4237)
RM 03254.000: Processing ERISA Requests (4403, 4405, 4235, 4237) - Table of Contents
RM 03254.001: General
RM 03254.003: Examine Plan Participant's Social Security Number
RM 03254.004: Examine Signature
RM 03254.005: Examine for Mailing Address (4403)
RM 03254.007: ERISA Requests Requiring a Detailed Response (4403)
RM 03254.011: Information on the Form SSA-L99-C1, Potential Private Retirement Benefit Information
RM 03254.012: ERISA Notices Returned to SSA as “Undeliverable” (4403)
RM 03254.014: Correspondence Received from the Public Indicating Congressional, Presidential, Secretarial, or Commissioner Involvement (4403)
 RM 03256: Resolve ERISA Exceptions
RM 03256.000: Resolve ERISA Exceptions - Table of Contents
RM 03256.001: General
RM 03256.002: Receive, Control, and Release ERISA Exceptions (4404)
RM 03256.003: Search and Locate on Microfilm, the Schedule SSA Corresponding to the Exceptions (4404)
RM 03256.004: Transcribe Plan Information Onto SSA-L99-C1 (4404)
 RM 03258: Processing Correspondence Related to ERISA (4230, 4231, 4235, 4237, 4356, 4406)
RM 03258.000: Processing Correspondence Related to ERISA (4230, 4231, 4235, 4237, 4356, 4406) - Table of Contents
RM 03258.001: General Information on ERISA
RM 03258.003: Initial Examining and Coding
RM 03258.004: SSA-L99-C1 Returned by Recipient
RM 03258.005: General Response Guidelines for ERISA Correspondence (4406)
RM 03258.007: Responding to ERISA Correspondence (4406)
RM 03258.009: Employer/Plan Administrator Correspondence
RM 03258.010: Lag Period
RM 03258.011: Requesting MBR Printouts (4256)
RM 03258.013: Scout for Schedule SSA Information
RM 03258.015: Complaints from the Public Regarding Pension Information Furnished
RM 03258.018: Request for General Information about ERISA (4406)
 RM 03270: Field Office Handling of ERISA Inquiries
RM 03270.000: Field Office Handling of ERISA Inquiries - Table of Contents
RM 03270.001: General — ERISA Inquiries
RM 03270.005: Handling ERISA Inquiries From the General Public
RM 03270.007: Handling ERISA Inquiries From Pension Plan Administrators — Procedure
RM 03270.009: Handling Inquiries About SSA's ERISA Notice on Form SSA-L99-C1
RM 03270.011: Terms Used on ERISA Notice Form SSA- L99-C1 — Glossary
RM 03270.015: Exhibit 1- SSA-L99-C1, Notice of Potential Private Pension Benefits - M Notice
RM 03270.016: Exhibit 2 - SSA-L99-C1, Notice of Potential Private Pension Benefits - Non-M Notice
RM 03270.017: Exhibit 3 — Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits
RM 03270.020: Exhibit 2 — Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits
 RM 03280: Receipt and Control of Forms SSA-4617-U2 - Four Phase (4407)
RM 03280.000: Receipt and Control of Forms SSA-4617-U2 - Four Phase (4407) - Table of Contents
RM 03280.001: Receive and Control Forms SSA-4617-U2 (4407)
RM 03280.002: Distribute Pension Information Request Blocks to Keying Units (4407)
RM 03280.003: Release Completed Pension Information Request Blocks—Reports Analysis Branch (4407)
RM 03280.005: Release Completed Pension Information Request Blocks—Data Operations Center (4407)
RM 03280.006: Release Completed Pension Information Request Data—Data Operations Center (4407)
 RM 03281: Data Entry - Pension Information Requests (4408)
RM 03281.000: Data Entry - Pension Information Requests (4408) - Table of Contents
RM 03281.001: General Instructions — Pension Information Requests (4408)
 RM 03282: Four-Phase Processing - ERISA Requests (4408)
RM 03282.000: Four-Phase Processing - ERISA Requests (4408) - Table of Contents
RM 03282.001: Initial Keying of Pension Information Requests — Form SSA-4617-U2 (4408)
RM 03282.002: Complete the Keying of a Unit (4408)
RM 03282.003: Verify Pension Information Requests (4408)
RM 03282.004: Key Tape Header for Pension Information Requests (4408)
RM 03282.005: Output Pension Information Requests (4408)