If an employer or tax preparer alleges SSA failed to process or processed incorrectly
a wage report, obtain the following information and document the following (the worksheet
as Exhibit 5 in RM 01105.039 may be used for this purpose):
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Employer's name, address, employer identification number (EIN), and establishment
number (if any was used);
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Name and telephone number of employer or tax preparer contact;
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Number of employees included in the report (If less than three employees, handle under
the earnings discrepancy procedures in RM 03870.000.);
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Whether SSA previously contacted the inquirer about the report and what the nature
of that contact was.
If the wage report is for a year prior to the year before last and was returned by
SSA for correction, refer the inquirer to OCRO's Reconciliation Processing Branch,
TEL: (410) 966-9043; (e.g. 1992 wage report processed in calendar year 1993 is reconciled
in 1994). If the report is for last year and was returned for correction, refer the
inquirer to OCRO's Magnetic Media Resubmittal Section, TEL: (410) 965-4241);
CAUTION:
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Names and SSN's of three employees taken at random from the report;
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When and where the report was filed and in what format (paper, tape, diskette, cartridge);
If the employer's report was filed less than 60 days previous to this or if filed
for last tax year but before October of the current year, tell the inquirer sufficient
time has not elapsed for SSA to process the report and when later to make further
inquiry);
CAUTION:
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Total Social Security wages and total Medicare wages and tips reported;
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How the problem was identified;
CAUTION: If the problem was identified by some employees having received PEBES statements showing
gaps in posted wages, ask for names and SSN's of three of these employees in addition
to the three employees' names and SSN's obtained above.