Here is what I suggest: 1. Collect all the statements for charges that the State Retirement System should pay. 2. Submit copies of these statements with a covering letter in Marions name, signed by Marion, requesting payment to her. The State Retirement System will then either pay or write a letter specifying what additional information they want. You're in a much stronger position if you avoid the telephone. 3. If you would like my help and provide me with the data, I can draft a letter which you can edit as you see fit and then ask Marion to sign. That should be of some help to you.