BASIC (07-81)

RM 04904.001 Maintain Control Register (5551)

  1. Forms 4029 are received from IRS. SSN's are verified or assigned. A determination is made as to whether or not the individual is, or ever has been, in claim or disability status.

  2. Assign a sequence number (begin with sequence 1 and progress upward) to each Form 4029. (Beginning in 1967 sequence numbers were preceded by “X-” to distinquish “Refund” cases from “Exemption Only” cases. The law was subsequently amended; nonetheless, continue to assign “X-” numbers in ascending order.) Enter that number in pencil to the left of the Form 4029 title. Enter the sequence number in the designated space on the established Control Record. Enter the individual's full name and SSN (as reflected on the Form 4029) onto the Control Record.

  3. The entries on the Control Record, for the most part are self-explanatory. The sect as it appears on the Form 4029 is to be controlled by code symbol. Indicate in the sect column the three-digit Church District Code entered on the form 4029 by RACB (letters, numbers, or combinations).

  4. Retain the Control Record for statistical purposes. Compile and furnish reports as required by the Records Adjustment and Correspondence Branch.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0104904001
RM 04904.001 - Maintain Control Register (5551) - 03/11/1999
Batch run: 01/27/2009
Rev:03/11/1999