Reminder:

When required to input TC 972 AC 146 to IDRS, check IDRS to see if the TC 971 AC 146 corresponding to the transaction being reversed has posted. If there is no TC 971 AC 146, the TC 972 will unpost. To prevent this, input the TC 971 AC 146, then input the TC 972 with a posting delay of 1, then input the new TC 971 AC 146 with a posting delay of 2.

If

Then

Letter 2800C is returned with yellow forwarding address label from the USPS

Submit request to Lead or Manager to update IDRS and WHCS with the forwarding address from the yellow label after verifying that the undelivered letter and yellow label is for the same employer

Input TC 972 AC 146 to IDRS with Disposition Code "UND" , cross-referencing the Employer Identification Number (EIN)

Update WHCS (Letters and Transactions section of the Employer Detail screen) with TC 972 AC 146, disposition code "UND"

Reissue letter to address indicated using current date

Input TC 971 AC 146 to IDRS using current date with posting delay of 1

Notate AMS history with "REISSUED" indicating letter number, EIN, new address and source of new address

Add reissued letter to WHCS

Destroy the letter

Letter 2800C is returned with yellow forwarding address label from the USPS and research indicates Letter 2808C or Letter 2809C has been issued

Resend original letter to the new address

Extract contents of original envelope, highlight the issue date on the 2800C letter, staple envelope vertically to front of letter showing yellow sticker; fold letter and remail in an envelope labeled with new address

Notate AMS history with "REMAILED." Include letter number, original issue date and new address in AMS history.

Submit request to Lead or Manager to update IDRS and WHCS with the forwarding address from the yellow label after verifying that the undelivered letter and yellow label is for the same employer