Former EE paid out & no SSA completed

[doombuggy]

I just got a call from a client who has a copy of a letter taht the SSA sent to a former ee of the plan. The SSA told her she MAY have $550 in this plan. We have been the TPA since 2002 and have no record of this ee (she term'd in 1991). My guess is that she was put on the SSA the first go around as an "A" and then never put on again as a "D" when she was paid out. If memory serves, when we were doing the C/R forms, we still had this SSA schedule.

What do we need to do to report to the SSA that this former ee no longer has benefits in this plan? I do not have a copy of the letter at this time, and we are working with the client to get valuations from the 1990s (free erisa had 5500s available back to 2000). Thanks for the help.

[JanetM]

You don't have to do anything to tell SSA she is not due benefit.

[doombuggy]

I spoke with one of our other clients, which is a law firm, and they sida they had the same situation before. They just reported the participant as a "d" on the next year's SSA. The client has provided us with info back to 1992 which illistrates that the woman was paid out. The ex-participant is just looking for more money, all these years later.....

Thanks!