Save
Upgrade to remove ads
Busy. Please wait.
Log in with Clever
or
show password
Forgot Password?
Don't have an account?  Sign up 
Sign up using Clever
or
Username is available taken
show password


Make sure to remember your password. If you forget it there is no way for StudyStack to send you a reset link. You would need to create a new account. Your email address is only used to allow you to reset your password. See our Privacy Policy and Terms of Service.

Already a StudyStack user? Log In

Reset Password
Enter the associated with your account, and we'll email you a link to reset your password.
focusNode
Didn't know it?
click below
 
Knew it?
click below
Don't Know
Remaining cards (0)
Know
0:00
edit
Embed Code - If you would like this activity on your web page, copy the script below and paste it into your web page.

  Normal Size     Small Size show me how

Disclosure

QuestionAnswer
What is a good way to say that you must authenticate the customer before providing them with any account related information? Was your call just now, transferred to me along with a transfer PIN? If yes, ask them for the PIN. If no, state that "To protect your privacy, I must ask you to verify some account related information before I will discuss the account with you."
How is the transfer PIN verified? On CC ENMODA or via the IAT Disclosure tool.
Who is a "Third Party"? Anyone who is not the taxpayer.
When can I discuss account related information with a third party? 1) When an authorization is already on file Or 2) When the taxpayer is on hand, has been authenticated, and gives the IA the authorization to speak to the third party.
How do I handle disclosure with a third party who has not satisfied one of the two methods of authorization? 1) Explain that no account information is available without authorization. 2) Advise that I can accept any information that they wish to provide me with. 3) Advise them to have the taxpayer complete either F-8821 or F-2848
Wbat is important that a third party know when they provide you with information regarding the taxpayer's issue. Tell the third party that I will review the information which they have provided, and that I will respond directly to the taxpayer.
Created by: pobox1u4p
Popular Quiz Bowl sets

 

 



Voices

Use these flashcards to help memorize information. Look at the large card and try to recall what is on the other side. Then click the card to flip it. If you knew the answer, click the green Know box. Otherwise, click the red Don't know box.

When you've placed seven or more cards in the Don't know box, click "retry" to try those cards again.

If you've accidentally put the card in the wrong box, just click on the card to take it out of the box.

You can also use your keyboard to move the cards as follows:

If you are logged in to your account, this website will remember which cards you know and don't know so that they are in the same box the next time you log in.

When you need a break, try one of the other activities listed below the flashcards like Matching, Snowman, or Hungry Bug. Although it may feel like you're playing a game, your brain is still making more connections with the information to help you out.

To see how well you know the information, try the Quiz or Test activity.

Pass complete!
"Know" box contains:
Time elapsed:
Retries:
restart all cards