Reminder:

Remember Form 8765 must be forwarded to the correct SPC based on the DLN of where the money was applied.

Complete Form 8765 to request the Excess Collection Function transfer payment/credit from XSF to the taxpayer's account (see Figure 3.14.2-2, Form 8765 and Instructions).

Include a complete explanation of the reason for the request in the remarks section of Form 8765.

Attach a current print (less than 7 days old) of CC TXMOD or BMFOLT and CC XSINQ to Form 8765.

Route Form 8765 with attached research to the Excess Collection Team.