TN 7 (07-89)
Track reports and adjustments until employee items become posted to individual earnings
Annotate form SSA-4066 by following the steps below.
Annotate Part I of tracking sheet with:
tax year(s) involved
a check mark in appropriate box for expedite, normal (accord) or deleted cases.
Complete Part II by placing a check mark in box indicating:
type of corrective form prepared
whether mag media or a reinstatement is involved.
Complete Part III by checking blocking books located in Central Control area of EPB
for your EIN. Annotate following information:
date it was transmitted back to OCRO
batch numbers assigned
DOC that keyed work.
NOTE: Information in blocking books concerns adjustments. If you are involved with a report,
this information is provided by DOC via a telephone call.
If case involves mag media then:
check PETAL list and annotate TLCN
place a check mark in box indicating non-receipt, resubmittal, returned or in-process
show age of case and when it was completed.
Using information from Part III, reference balancing batch control sheet to track
work through balancing. Complete Part IV by writing:
date schedules were received in balancing and clerk number of person assigned to do
date and number of employers/employees involved from LAAD listing
date balancing was started and completed
date(s) of first time and continuing keying
date and employers/employees involved in batch released from keying
any pertinent remarks.
Call Validation Branch and complete Part V by writing:
date batch was received in validation
purge batch number assigned by validation
run number of batch
date batch was released for posting.
When corrective action has been posted to earnings record, complete Part VI by writing:
posted run date
date of DEQY showing postings.
NOTE: It generally takes 3-6 months for a report to post and 12-18 months for an adjustment
Complete Part VII by showing initials and date of clerks doing initial and followup
Check to see if adjustments deleted from balancing operation were reblocked. Prepare
an adjustment if it was not reblocked or never blocked initially.
Check DOC list for reports they processed/deleted or CATER list if a report does not
get microfilm range number and EARED batch number for reports that were processed
call the Validation Branch to determine expected posting date
reorder DEQY's until postings appear
reprocess reports that were deleted.