All correspondence from the public is checked to the Deferred Vested Benefits film to make certain that the previous information sent to the participant is correct.
If the SSA-L99-C1 has not been provided, but the letter has the SSN, check the PLDCNSSN film for the participants’ SSN. This will provide the DCN for the Deferred Vested Benefits film.
On the DEBS’ Share Point, transcribe the information from the Deferred Vested Benefits film on a blank SSA-L99-C1, the same as with Exceptions.
Review for errors and correct if necessary. Print a copy and mail to participant, the same as with Exceptions.
If the participant did not send the SSA-L99-C1 or include their SSN on the correspondence, return their letter with a form SSA-L7038, Social Security Administration Earnings Information. Check box 2 on the SSA-L7038, requesting that their letter be returned with the SSN.
On the DEBS’ Point, select the appropriate Model letter (ML) that addresses the participants concerns and the SSA-L99-C1.
Review the letter and SSA-L99-C1 for errors and correct if necessary. Print two copies of each, one set for the participant, and one set for DEBS ERISA files.
Mail out the same as with the Exceptions. Include with the letter any personal information the participant sent in with their request.