Identification Number:
RM 03258 TN 7
Intended Audience:See Transmittal Sheet
Originating Office:DCO OCO OEIO DTPS
Title:Processing Correspondence Related to ERISA (4230, 4231, 4235, 4237, 4356, 4406)
Type:POMS Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part RM – Records Maintenance
Chapter 032 – Pension Information Processing System
Subchapter 58 – Processing Correspondence Related to ERISA (4230, 4231, 4235, 4237, 4356, 4406)
Transmittal No. 7, 04/14/2020

Audience

Originating Component

OCO

Effective Date

Upon Receipt

Background

This is a Quick Action Transmittal. These revisions do not change or introduce new policy or procedure.

 

Summary of Changes

RM 03258.001 General Information on ERISA

Update SSA-L99-C1- (Potential Private Retirement Benefit Information Notice)

RM 03258.001 General Information on ERISA

The Division of Earnings and Business Services (DEBS) and the Office of Public Inquiries receive ERISA related correspondence. If this correspondence requests ERISA information AND asks questions related to ERISA to which the SSA-L99-C1 (Potential Private Retirement Benefit Information Notice) does not adequately respond, it will have both conditions handled simultaneously, that is; the Division of Earnings and Business Services (DEBS) will take the SSN/name information needed to obtain Form SSA-L99-C1 and handle accordingly. Form SSA-L99-C1 and any response to the correspondence will be mailed separately. The Division of Earnings and Business Services (DEBS) will receive and process general ERISA correspondence, requests for the SSA-L99-C1, and correspondence resulting from previously mailed SSA-L99-C1's as necessary.


RM 03258 TN 7 - Processing Correspondence Related to ERISA (4230, 4231, 4235, 4237, 4356, 4406) - 4/14/2020