Identification Number:
RM 03250 TN 1
Intended Audience:See Transmittal Sheet
Originating Office:DCO OCO Center for Program Support
Title:Receipt and Dispatch of Correspondence (4401)
Type:POMS Transmittals
Program:Records Maintenance (Earnings & Enumeration)
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part RM – Records Maintenance
Chapter 032 – Pension Information Processing System
Subchapter 50 – Receipt and Dispatch of Correspondence (4401)
Transmittal No. 1, 04/13/2020

Audience

OEIO: AMRS Reference and File Clerk;

Originating Component

OCO

Effective Date

Upon Receipt

Background

The POMS section should be updated the correct the title of the SSA-L99-C1

Summary of Changes

RM 03250.001 General Information

First paragraph, third sentence - added the letter "n" to the word know.

Examples: should read:

Individual questions information furnished on Form SSA-L99-C1, Potential Private Retirement Benefit Information Notice; correspondence from Plan Administrators or Employers etc.

RM 03250.001 General Information

Correspondence will be received from the general public requesting deferred vested rights pension information under the Employee Retirement Income Security Act of 1974 (ERISA). (ERISA is also known as the Pension Reform Act). These requests will be subsequently referred to, in this procedure, as “ERISA Requests”. The individual who is subject of the ERISA request will be subsequently referred to as “Plan Participant” in this procedure.

ERISA requests for pension information will be received in the form of letters, notes etc. There is no specific form or format for use by the public in requesting this information. Post Office Box Number 17055 has been assigned for ERISA requests, however, it is not generally known by the public. Therefore, these requests may not be addressed to any specific component within the Social Security Administration.

In addition to the ERISA requests, general correspondence regarding ERISA or information previously furnished by us under ERISA will be received. This general correspondence will be subsequently referred to as “ERISA Correspondence”.

EXAMPLES:

Individual questions information funished on Form SSA-L99-C1, Potential Private Retirement Benefit Information Notice; correspondence from Plan Administrators or Employers etc.


RM 03250 TN 1 - Receipt and Dispatch of Correspondence (4401) - 4/13/2020