Identification Number:
RM 03270 TN 2
Intended Audience:See Transmittal Sheet
Originating Office:ORDP OISP
Title:Field Office Handling of ERISA Inquiries
Type:POMS Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part RM – Records Maintenance
Chapter 032 – Pension Information Processing System
Subchapter 70 – Field Office Handling of ERISA Inquiries
Transmittal No. 2, 07/24/2020

Audience

OEIO: AMRSC;
FO/TSC: CS, CS TII, CS TXVI, CSR, CTE, FR, OA, OS, TA, TSC-CSR;

Originating Component

OISP

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 03270.007 Handling ERISA Inquiries From Pension Plan Administrators — Procedure

We changed the “Office of Earnings Operations” to the “Division of Earnings and Business Services (DEBS)

RM 03270.007 Handling ERISA Inquiries From Pension Plan Administrators — Procedure

TYPE OF INQUIRY OR CORRESPONDENCE

REFER TO

Request For Copy of Schedule SSA “Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits” Filed by the Plan

 

OCO
Division of Earnings and Business Services (DEBS) Attention: ERISA Correspondence Group
P.O. Box 33007
Baltimore, Maryland 21290-3007
Advise the inquirer that OCO will respond directly.

Request for Information About Pension Plan Filing Requirements

 

IRS

NOTE: For general information, the inquirer may call IRS's Forms/Tax Information at 1-800-829-3676.”

Request For Earnings Information About Pension Plan Participants

 

Guidelines in GN 03305.025 on disclosing earnings information to private pension plans under a reimbursable agreement.

Request For Address of Former Plan Participant to Provide Plan Information

Disclosure provisions do not permit release of a former plan participant's address to the plan administrator.


RM 03270 TN 2 - Field Office Handling of ERISA Inquiries - 7/24/2020