LRO Still Seeking Older Pension & Benefit Documents

 

The LRO appreciates that many members have responded generously to the LRO's request for pension and benefit papers to build the LRO Documents Library.  We now have copies in our data base of many pension, medical, dental, death benefit and life insurance plan documents and correspondence from about 1980 to the present.

 

The LRO is still seeking older pension and benefit plan documents and correspondence from the 1970s and earlier, especially Plan materials dating from about 1954 through to the Plan documents published directly following ERISA passage in 1974.  If you have or know of other Lucent retirees who may have any documents and correspondence from this period, the LRO would appreciate learning about them, provided you have not already sent them to us.

 

Please send an email to Pat Smith at patriciaa_2@yahoo.com to inquire whether your documents are needed.  Note the subject and date of your documents. 

 

If your documents are needed they can be provided to the LRO in one of two ways:

 

First, the fastest way is to send your original files to:

 

            Mr. Charles E. Graves, Attorney
            6818 Oasis Pass
           Austin, Texas  78732

 

Charles will keep your originals until they are scanned or copied and then  return them to you.  Be sure to pencil your name in the upper right corner of the first page of each separate document.

 

Or second, if you don't want to temporarily relinquish your original documents, please have a quality copy made (by Kinkos or equivalent) and send the COPY to the above address.  Please note if the copy need not be returned.

 

Charles is an attorney volunteer LRO member.  The documents you provide the LRO could prove invaluable in helping us trace whether the Plan provisions relating to benefit entitlement were revised over the years; and if they were, then exactly when and how. This question arises in the Death Benefit class action litigation and may be pertinent to other benefits.  

 

Charles' office is the site of the LRO Documents Library to which your documents will be added.  (If there is any private information in documents you provide, it will not be used outside of our archive without your permission.)  The LRO, through Charles' office, will reimburse you for priority mail and any copying expenses.  Just send your bill to Charles.

 

    Thank you for your help.