Note:

These fields correspond to the items that were required items on the optional Form 5650 or Form 5599.

Make sure the statute of limitations shown in the RCCMS Compliance Activity, General tab (1 of 2), is completed and correct.

Complete the RCCMS Statute Validation Process if the statute date is 270 days or less:

Check the "Statute Valid" check box in the RCCMS Compliance Activity, General tab (1 of 2). b. Select "Actions," "Request Statute Validation," complete the "Comment" box and submit the request for your group manager’s approval.

Follow the statute control procedures in IRM 4.70.12.3.8, EP Statute Control Procedures. See IRM 4.70.12.3.8.2, EP Statute of Limitations for Form 5330, for Form 5330 statutes.

Ensure that all administrative record items have been scanned and saved into the RCCMS Office Documents folder using the TE/GE RCCMS Naming Convention.