McKesson 2005 Annual Report Download - page 154

M. CLAIMS AND APPEALS
1. Informal Resolution of Questions. Any Executive or beneficiary who has questions or concerns about his or her benefits under the Plan
is encouraged to communicate with the Human Resources Department of McKesson. If this discussion does not give the Executive or
beneficiary satisfactory results, a formal claim for benefits may be made in accordance with the procedures of this Section M.
2. Formal Benefits Claim – Review by Executive Vice President, Human Resources. An Executive or beneficiary may make a written
request for review of any matter concerning his or her benefits under this Plan. The claim must be addressed to the Executive Vice President,
Human Resources, McKesson Corporation, One Post Street, San Francisco, California 94104. The Executive Vice President, Human
Resources, or his or her delegate (the “Executive Vice President”) shall decide the action to be taken with respect to any such request and may
require additional information if necessary to process the request. The Executive Vice President shall review the request and shall issue his or
her decision, in writing, no later than 90 days after the date the request is received, unless the circumstances require an extension of time. If
such an extension is required, written notice of the extension shall be furnished to the person making the request within the initial 90-day
period, and the notice shall state the circumstances requiring the extension and the date by which the Executive Vice President expects to reach
a decision on the request. In no event shall the extension exceed a period of 90 days from the end of the initial period.
3. Notice of Denied Request. If the Executive Vice President denies a request in whole or in part, he or she shall provide the person making
the request with written notice of the denial within the period specified in Section M.2. The notice shall set forth the specific reason for the
denial, reference to the specific Plan provisions upon which the denial is based, a description of any additional material or information
necessary to perfect the request, an explanation of why such information is required, and an explanation of the Plan’s appeal procedures and
the time limits applicable to such procedures, including a statement of the claimant’s right to bring a civil action under Section 502(a) of
ERISA following an adverse benefit determination on review.
4. Appeal to Executive Vice President.
a. A person whose request has been denied in whole or in part (or such person’s authorized representative) may file an appeal of the
decision in writing with the Executive Vice President within 60 days of receipt of the notification of denial. The appeal must be addressed to:
Executive Vice President, Human Resources, McKesson Corporation, One Post Street, San Francisco, California 94104. The Executive Vice
President, for good cause shown, may extend the period during which the appeal may be filed for another 60 days. The appellant and/or his or
her authorized representative shall be permitted to submit written comments, documents, records and other information relating to the claim for
benefits. Upon request and free of charge, the applicant shall be provided reasonable access to and copies of, all documents, records or other
information relevant to the appellant’s claim.
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