Your file is incomplete

I understand wanting the whole list in one go. Let me get it. What's your case number? It should be on the letter. If you can also tell me the date on the most recent letter, I can match it to what's in the file. Once I have the file up, I'll read you the specific item or items that are still open, and I'll tell you what format they need to be in. I'll also note the date each one was requested, so we're working from the same record. That's the most I can give you right now without guessing, and I'd rather not guess.

Okay, I've got the file pulled up for 847-B-2019-4456. I'm looking at the November 23rd notice. The item still flagged as open is a proof of income verification form, and it's listed as needing to be dated within the last 60 days. I can see the tax documents you sent. Those are logged as received. The income verification is a separate form, though, and it has to be signed by your employer or the payer, not just attached to your taxes. That's what's missing from the file. Can you tell me whether you have a copy of that form? If you have it, read me the date on it and whether the employer section is filled in. If you don't have it, tell me who your employer or payer is, and I'll give you the form number so you can request it directly.

Fair question, and I don't want to guess at it. I'm going to check the intake log for that form specifically, not just the open-items list, because those can be two different things. What I can see right now is that the November 23rd notice is asking for an income verification, and it's flagged open. I'm not seeing a received entry for an income verification under your case number in the summary view. That doesn't mean it was never mailed in. Mail sometimes gets logged under a different document type, or it gets scanned after the notice goes out. So give me a minute to pull the intake history with dates. If you have the mailing receipt or the tracking number from when you sent it, tell me that too. Then we'll know whether it came in and got misfiled, or whether it never arrived.

That helps. I've now checked the intake history for your case from September 1 forward. I don't see an income verification logged in that period. Tax documents are there, but not that form. There's a second issue you should know about. The form has to be signed by the employer. If the copy you mailed in late September was sent before they signed on October 15, it probably wasn't a complete form, even if it did arrive. I can't tell from here which version was mailed, so I'm not going to say it was received or not received on that basis. Here's what I'd do now. Send the signed October 15th form, not the old copy. Use the case number 847-B-2019-4456 on every page. Make a copy for yourself before you send it. Since it's been a while, I'd send it in person or by fax if you can, so you get a date-stamped receipt. Bring the mailed copy too if you still have it, in case we need to compare. One thing to watch: the form has to be dated within 60 days of the file review. October 15th is getting close to that limit, so don't wait on this. Once it's in, I'll note the receipt date on the file and send you a confirmation of what's still open, if anything.

Office hours are Monday through Friday, 8:30 to 4:30. Bring the signed October 15th form and your case number, 847-B-2019-4456. Bring a copy for yourself too, and the mailed copy if you still have it. That's everything on the notice. On the 60-day question, I don't want to give you a guess. The notice says the form has to be dated within 60 days of review, but it doesn't say whether that counts from signature, from receipt, or from the review date. I'd be guessing if I told you which. I'll check the policy on that before you come in, and I'll note the answer on your file. Here's what I'd do to avoid wasting a trip: call the office line and ask for the case manager on 847-B-2019-4456, and ask them to confirm the 60-day start date. If the answer is that the October 15th form will be too old when it's received, then ask whether they'll accept a re-signed version. That's the question to settle before you come in. If I'm the one who has to answer it, I'll answer it in writing so you have it.

Once the form is logged, the file goes back into review. I don't have a standard number of days in front of me, and I'd rather not give you one that turns out wrong. How long it takes depends on what else is in the queue and whether anything else on the file is still open. What I can do is put the receipt date on the file, and once the 60-day question is answered, I'll send you that answer in writing along with whatever is still open. If the file is complete after your form comes in, the next step will show up on the record, and you'll have the date. Bring the form in, get the receipt, and call ahead about the re-signing question. That's the path.

Good. Call ahead, get the 60-day answer, and bring the signed form in with your case number, 847-B-2019-4456. Get the date-stamped receipt before you leave. I'll note the receipt date and the 60-day answer on the file. You'll get the written confirmation of anything still open.