1099G Escalations
What is the most popular reason as to why the claimant thinks their 1099G isn't correct?
Option 1: They're bad at math
Option 2: Overpayment
What is the transfer script for ADJ?
"I'm transferring you to set up a call back with an agent who can better assist you. When you are transferred, you will be asked to confirm your phone number and select either morning or afternoon for your scheduled callback.”
True/False: An employer protest in ADJ IS a red flag
True
When do you fill out a Check Tracer instead of an affidavit?
For checks that haven't been received within 2weeks of the issue date. Not direct deposit
Where can you find the DOC?
What are the two dates we're looking for when a utility bill was uploaded a few months ago?
The due date and upload date.
Where do you go to check if there were multiple address, phone #, or payment method changes?
History -> Activities -> Claimant
What is the difference between the Agent ID # (provided for Check Tracers and Affidavits) and the Agent ext #?
Agent ID # is above the Agent Ext # in Finesse.
Agent Ext # usually starts with 155
Claimant calls in saying they received a 1099G but you can't find the funds in IBIS, where should you check next?
PUA
The call drops while agent was trying to verify information to provide CID #. When the agent calls the claimant back, how many KIs will we need to verify?
5/5 KIs must still be verified
Claimant is able to confirm the payment method listed in IBIS, is that a red flag?
No, this would be a red flag if the claimant was unable to verify the payment method.
Where can you find the Internal & External check # in IBIS?
Payment detail -> External Payment ID and Internal Payment ID
Claimant finished paying off his $3,000 OP in Nov 2021 but it isn't reflecting on his 1099G, how can we assist?
Advise that the 1099G only shows what was paid out by UI, not what was paid into it.
Claimant calls in requesting 1099G but it's a shell account and there isn't a PUA claim, how should you assist?
Let the claimant know they need to send in ID docs. Once we have those in ECF, they can be sent to ADJ.
Walk us through checking to see if the claimant reported working for an employer and no wages on the Mondet
When the claimant provides an employer name, check pseudo-monetary for wages under that name.
If the claimant receives the original check in the mail, what should they do?
Write "Void" on the check, attach it to a copy of the check tracer, and send it in.
What are the 2 professions we accept for the 1099G escalation spreadsheet, in which the claimant Doesn't "actually" work?
Deceased and retired
How do we assist a claimant wanting to report identity theft and the button is grayed out?
Escalate to spreadsheet along with red flags discovered
List the 10 red flags for 1099G escalations
Address & Phone #
Multiple Payment method changes
Claimant names an employer that has no funds in Pseudo
Federal/state tax election = No
Employer Protest: Claimant still working
UI claim reopened without a change in employment record
Funds in Pseudo don’t correspond to Separation Details/Employment History
Wages in another state
Suspicious email
Claimant can’t verify current payment method
What are the 2 differences between sending ID docs in for an affidavit vs check tracer?
We need 2 sets of ID docs
We Can accept ID docs used for something else as one set