Note:

Keep all records you upload into RCCMS per normal record retention requirements.

Complete the Appeals e-checksheet in RCCMS.

Close all cases, with rare exception, 100% electronically. You must:

Close all cases fully electronically to increase efficiency and reduce the need to mail paper case files.

Consult with your manager on cases with unique circumstances that might justify closing with a paper case file. Note that cases to Appeals are to be closed electronically.

Before closing to Appeals, the group manager or designee will

Review the case to ensure all the required actions have been completed.

Update the case in RCCMS to status 51.

Close the case to TE/GE Closing Group. i. When the TE/GE Closing Group accepts the case and puts it in status 51, the group manager or designee will box up the paper case files, if any, and mail them with Form 3210 listing all returns to Appeals.

When the acknowledged Form 3210 is returned from Appeals, the group manager or designee will send a copy to the TE/GE Closing Group manager. The TE/GE Closing Group will update the case to status 81 and transfer the RCCMS case file(s) to Appeals.

If information is received in the group while the case file is in appellate review, immediately send the Appeals Office the information.