How Do I File an ERISA Claim? Different types of claims have different procedures.In this post, we discuss the ERISA claim process, appealing your ERISA claim, filing an ERISA complaint, when to hire an attorney, and more. The judgment creditor or assignee shall fill out and file Judicial Council of California Form SC90 to acknowledge full payment. Benefits is not a Plan Document or Summary Plan Description (SPD). An ERISA Plan may exist even without a written document—it is simply out of compliance. L.R. 31 Civil Cover Sheet and Other Forms Required at the Time of. Filing a New Action. The Battalion Chief shall direct the supervisor to fill out a Complaint Control Fonn. 3.