Basic (07-81)

RM 04908.002 Examine Correspondence Related to Forms 4361 (4215)

  1. A. 

    Examine any correspondence attached to or related to Forms 4361 (other than Form 4456 — Request for Information, Letter 1159 (SC) Request for Information, and RSC—286 — Disapproval Letter) to determine if a reply is required from SSA.

  2. B. 

    Correspondence which IRS has answered pertaining to taxation, method of filing, filing requirements, etc. should be stamped for a four year retention period.

  3. C. 

    Prepare replies to correspondence relating to requests for blank Forms 4361; requests for correction or cancellation of Forms 4361; requests for status report and/or copies of Forms 4361; and requests for social security number information. Route other types of correspondence to the appropriate operating components with a photocopy of any attached Form 4361. Label such correspondence “Clergyman's Correspondence.”

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RM 04908.002 - Examine Correspondence Related to Forms 4361 (4215) - 03/11/1999
Batch run: 10/17/2016