PROGRAM OPERATIONS MANUAL SYSTEMPart RM – Records MaintenanceChapter 032 – Pension Information Processing SystemSubchapter 70 – Field Office Handling of ERISA InquiriesTransmittal No. 2, 07/24/2020
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)
TYPE OF INQUIRY OR CORRESPONDENCE
Request For Copy of Schedule SSA “Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits” Filed by the Plan
Request for Information About Pension Plan Filing Requirements
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.