Sample Requests

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Wage Reports and Pension Information

Sample Requests

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Social Security Administration
Potential Private Pension Benefit Information
S2BC3

April 22, 2010

Mr. Garry D Katsel
88-1640 Ulua Drive
Captain Cook, HI 96704-8816
Dear Mr. Katsel:
We are writing to tell you that the notice of Potential Private Pension Benefit Information
we sent you contained incorrect information. We apologize for the mistake and regret
any inconvenience it may have caused you.
We have been informed by Ms. Carol Budinger, Sr. Benefits Specialist for the Heller
Ehrman White & McAuliffe Pension Plan, that benefits were paid out.
If you have any questions or require further assistance, please contact Pamela Alemu
on my staff at (410) 966-1515.

Sincerely,

Carolyn L. Simmons
Associate Commissioner
for Central Operations

Social Security Administration
Potential Private Pension Benefit Information
S2BC3

April 22, 2010

Carol Budinger
Sr. Benefits Specialist
Heller Ehrman White & McAuliffe
Pension Plan
333 Bush Street
San Francisco, California 94104-2878

Dear Ms. Budinger:
This letter is in response to your inquiry dated March 16, 2010 concerning the Heller
Ehrman White & McAuliffe Pension Plan. We will update our records regarding the
Heller Ehrman White & McAuliffe Pension Plan to show the correct pension plan name
and to show that all benefits were paid out to the former employees.
We regret the inconvenience this may have caused Mr. Katsel. Enclosed you will find a
copy of our letter to Mr. Katsel informing him of the payout .
If you have any questions or require further assistance, please contact Pamela Alemu
on my staff at (410) 966-1515.

Carolyn L. Simmons
Associate Commissioner,
Office of Central Operations

Enclosure:

Social Security Administration
Potential Private Pension Benefit Information
S2BC3

May 15, 2009

Warren D. Whiteley
3052 NW Parris Rd
Poulsbo, WA 98370
Dear Mr. Whiteley:
This letter is in response to your inquiry dated April 18, 2009 concerning the Federal
Electric Corporation. The Social Security Administration Employee Retirement Income
Security Act (ERISA) requires SSA to maintain information about people who have
deferred vested rights with a private pension plan.
Based on our investigation we determined that we have no deferred vested pension
rights information recorded under your name and Social Security Number (SSN). The
ERISA Act was designed in 1974. Therefore, the years you have indicated would not
be in our files.
We were unable to locate the Federal Electric Corporation. Since they were a
subsidiary of ITT Corporation, you may wish to contact them at their main headquarters.
ITT Corporation
PO Box 15012
Colorado Springs, CO 80935-5012
Phone (719) 591-3600
If you are not satisfied after contacting the ITT Corporation, you may wish to contact.
The Pension Benefit Guaranty Corporation, Inquiries department
1200 K Street NW
Washington, DC 20005
This corporation is responsible for protecting individuals’ rights under private pension
benefit plans.

If you have any questions or require further assistance, please contact Pamela Alemu
on my staff at (410) 966-1515.

Carolyn L. Simmons
Associate Commissioner,
for Central Operations

Social Security Administration
Potential Private Pension Benefit Information
S2BC3

August 6, 2009

Eugenia Curet
2040 Baja Circle
Los Fresnos, TX 78566
Dear MS. Curet:
This letter is in response to your inquiry dated July 2, 2009 concerning the Potential
Private Pension Benefit Information notice you received from the Social Security
Administration (SSA).
The Social Security Administration Employee Retirement Income Security Act (ERISA)
requires SSA to maintain information about people who have deferred vested rights with
a private pension plan.
The Form SSA-L99 Notice of Potential Private Pension Benefit you received contained
incorrect plan administrator address information and misspelled your last name. We
apologize for the mistake and regret any inconvenience it may have caused you. We
have enclosed a corrected Form SSA-L99.
SSA has no say in the administration or benefit policies of any private pension plans,
and we do not make any decisions about benefits paid under a specific private pension
plan. Therefore, we are unable to answer questions about beneficiary entitlement under
a specific private pension plan. However, to obtain that information you should contact
New York Presbyterian Hospital.
The last address we have on file for New York Presbyterian Hospital is as follows:
New York Presbyterian Hospital
525 East 68th St Box 198
New York, NY 10021

In addition, you may write to:
The Pension Benefit Guaranty Corporation, Inquires Department
1200 K Street NW
Washington, DC 20005

This corporation is responsible for protecting individuals’ rights under private pension
plans.
Please contact the plan administrator listed in the notice to find out how to apply for
pension benefits under the plan or for any additional information.
If you have any questions or require further assistance, please contact Pamela Alemu
on my staff at (410) 966-1515.

Carolyn L. Simmons
Associate Commissioner,
for Central Operations

Enclosure: Form SSA-L99

Social Security Administration
Potential Private Pension Benefit Information
S2BC3

April 22, 2010

Mr. Garry D Katsel
88-1640 Ulua Drive
Captain Cook, HI 96704-8816
Dear Mr. Katsel:
We are writing to tell you that the notice of Potential Private Pension Benefit Information
we sent you contained incorrect information. We apologize for the mistake and regret
any inconvenience it may have caused you.
We have been informed by Ms. Carol Budinger, Sr. Benefits Specialist for the Heller
Ehrman White & McAuliffe Pension Plan, that benefits were paid out.
If you have any questions or require further assistance, please contact Pamela Alemu
on my staff at (410) 966-1515.

Sincerely,

Carolyn L. Simmons
Associate Commissioner
for Central Operations


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