Batch Types
What are the batch types for agreed and response CP 2000?
BT 51 agreed
BT 52 response
What form we use to route out mail to area outside our campus?
Form 3210
You should only build undeliverable notices with notice indicator of what?
1
IRM 4.19.2.3.29
What is our primary IRM?
IRM 4.19.2
What is the order of operation for getting the paper documents into digital format?
Doc prepping, scanning, and validation.
What are the batch types for agreed and response Stats?
BT 71 agreed
BT 74 response
On Form 3210, what part do we keep when mailing out? What part do we get back?
Keep part 4. Part 3 we get back.
Name all the undeliverable batch types.
BT 49 for CP 2501
BT 59 for CP 2000
BT 85 for STATS
What is the PC for a fully agreed CP 2000?
PC 67.
IRM 4.19.2.8.34
What is the page limit for a batch to be scan to Ephesoft?
200 pages or less.
What are the three types of BT 59?
Undeliverable
No Response
PC 75
This listing identifies BT 38, 49, 59, and 79, that were systemically built and are ready to be updated to "RB" status. This listing also identifies BT 84 that were systemically built and are ready to be updated to "AB" status.
RB Auto Purge Batches Report
IRM 4.19.2.10.7.2
Notice Indicator 1, 2, 3, and 4 stand for what?
1 = pirmary
2 = spouse
3 = POA
4 = second POA
IRM 4.19.2.4.3
A process code (PC) is made up of what?
Two numeric characters.
IRM 4.19.2.8
What should you do if you have to force quit during scanning?
Run the ForceQuit and ForceStart command.
What is the order for building BT 59 and BT 79 fallouts?
BT 59 = Build to BT 53 or 52 first, build to BT 84 last if unable to build to BT 53 or 52.
BT 79 = Build to ???
This listing identifies cases that contain conditions (fallouts) during the auto purge requiring Tax Examiner or Coordinator review and must be printed and worked on a weekly basis.
Note:
As the fallout conditions contain cases such as identity theft and ARDI it is important that the cases on the list are worked timely.
Auto Purge Pull Listing.
IRM 4.19.2.10.7
What are the three undeliverable indicator codes?
T - True Undeliverable: Cases where no new address was found
M - Remail: Cases where a new address was found
U - Undeliverable: Cases with a new address, but other conditions prevent the notice from being remailed (such as, Payer/Agent conditions or new transactions)
IRM 4.19.2.3.29
What is the differences between a Process Code (PC) and an Internal Process Code (IPC)?
Process Codes (PC) consist of two numeric characters. Process codes reflecting program selection, notice and amended notice issuance, assessments, and closures are uploaded to IDRS. The AUR system provides an automatic upload of PC updates to IDRS when the batch is in "DC" (Disassembly Complete) status. Process codes are associated with the Transaction Code (TC) 922 on IDRS. Each PC posted to IDRS updates the TC 922 date.
IRM 4.19.2.8
IPC codes are used within the AUR system for tracking cases and are not uploaded to IDRS.
IRM 4.19.2.9
When scanning Extract, what is the primary difference compare to other work type such as regular mail and OTR?
After scanning is complete, Extract work needs to be re-assembled for shipping back to Files instead of being held on the suspense wall.
The AUR inventory is ordered in groups referred to as extracts numbered from what to what? When the returns are received they are built, either manually or systemically, into batch types that match the extract number
01-19.
IRM 4.19.2.5.3.1
This report identifies BTs 67 and 87 that have been in "AB" batch status for one or more processing cycles.
This report is used to determine which BT 67 and BT 87 batches require updating to "RB" batch status.
Partially Agreed Aging Report
IRM 4.19.2.10.17
What should you never do with an undeliverable 2625C letter with form 2624?
Discard it. Send it to File instead.
IRM 4.19.2.3.29(5)
Define the numeric number 0, 3, 6, 8, and 9 of the Internal Process Code.
The numeric character defines the phase of program as follows:
0 designates the case analysis or screening phase
3 designates the CP 2501 response phase
6 designates the CP 2000 response phase
8 designates the Stat response phase
9 designates RECON phase
IRM 4.19.2.9
What is the procedure for an IA request on an unsigned Agreed response.
Make a photocopy of the IA request and stamp it with "9465 w/AUR Assess". Send the copy to Collection. Doc prep the original for scanning.
IRM 4.19.2.4.6.2