Field Ops Memo 2008-21A: CEO Special Match Unit: Case Closings Due to Failure to Verify for the IRS Match

Field Operations Memo 2007-37 informed TAO staff about the automated Internal Revenue Service (IRS) Match process.  Centralized Eligibility Operations (CEO) Special Match Unit staff is responsible for reviewing the IRS information on the BEACON CEO-Special Match view and are the only ones with access to the view.  Case managers will not be aware of the match unless contacted by the client or notified by the Special Match Unit.  Case manager action is limited to:  assisting clients, upon their request, with providing verification(s) to the Special Match Unit; safeguarding confidential IRS Match information by not filing verifications in the case record or anywhere else at the TAO; and reopening a closed case when notified by the Special Match Unit that a
verification(s) submitted after the case was closed is acceptable.