Program Operations Manual System (POMS)
RM 04902.001 Receive Forms 4029 (5874)
Receive Forms 4029, with related attachments, from the Internal Revenue Service. (Remove
any finalized forms and handle in accordance with RM 04906.001.
Date stamp each Form 4029. Position the stamp to print over the pre-printed paragraphs
in the body of the form. Do not stamp over data entered by the individual.
If a Form 4029 contains no possible SSN and insufficient identifying information to
permit screening for an SSN, set the form aside for immediate return to the IRS office
that submitted the form. Prepare and attach a “Routing and Transmittal Slip Form 41”, to each case. Indicate the IRS Office (Attention: Correspondence Section), and explain
that the form 4029 does not contain a possible SSN and insufficient identifying information
to assign a number. Release the case for mailing.
While date stamping, segregate the forms, other than those in C. above, with related
attachments, if any, into the following groups:
Group A — Form 4029 containing a possible SSN and not accompanied by a completed form SS-5.
Group B — Form 4029, without a possible SSN, accompanied by a form SS-5 (signed or unsigned
by the individual), or sufficient identifying information is supplied by IRS (at least
the name, date of birth, and mother's or father's name).