In this post, we discuss the ERISA claim process, appealing your ERISA claim, filing an ERISA complaint, when to hire an attorney, and more. For assistance with completing forms and documents, please contact your financial professional or Franklin Templeton.Retirement Services at (800) 527-2020. The Court gave Mr. Sender an opportunity to file an amended complaint, which he did. Article I—Employee Eligibility Requirements (complete applicable box(es) and blanks—see instructions). 1 General Eligibility Requirements. Form must be filled out in full in order to be accepted. For Office Use Only: Complaint Category. (Fill in the date you want the salary reduction contributions to begin. Franklin County: Washington, Union, Sullivan, Pacific, Saint Clair.