Sometimes a document is processed under the wrong account number. This happens most often when an account is found to be an erroneous duplicate of an already existing account. It can also happen with a predecessor/successor situation when the entities involved have similar names or when an employer submits documents with the wrong account number or Federal Identification Number.

This presents a problem because the TDO screen will not reflect the document that belongs to the proper account. Additionally, if the document is a C-1, the SOE screen will not reflect the latest, most correct information for the proper entity.

When a Status Report has been "posted" to an account determined to be an erroneous duplicate, the following steps should be taken:

1. Print a copy of the Status Report along with any corresponding documents from the image viewer under the duplicate account.
   
   
2. Cross through the incorrect account number on the documents and write in the proper account number.
   
   
3. Cross through the document locator numbers.
   
   
4. Place the documents in the Doc Log & Destroy basket for processing by the Status Operations Unit (SOU).
   
   
5. Document FTC explaining that the Status Report is being reposted under the correct account number.
   
   Any quarterly reports which have posted under the duplicate account number will be reposted under the proper account number by the ADP & Audit once the duplicate has been properly made "established in error". See Chapter 2 - "Established in Error".

Often, when an account has merged into or been acquired by a new entity, they will submit a Status Report or other correspondence under their existing account number. The Status Report will then post under the predecessor account number rather than under the successor account number. The following steps should be taken:

1. Determine the correct account number or order a new account number, whichever the particular situation may warrant.
   
   
2. Print a copy of the Status Report and any other corresponding documents from the image viewer.
   
   
3. Cross through the incorrect account number on documents and write in the proper account number.
   
   
4. Cross through the document locator numbers.
   
   
5. Print a copy of the latest Status Report correctly posted to the predecessor account and cross through the document locator number.
   
   
6. Place all documents in the Doc Log & Destroy basket for processing by the SOU.
   
   
7. Document FTC to explain the situation.

Reprocessing the latest Status Report for the predecessor to the transaction log will insure that the SOE screen displays the proper information. If you do not reprocess the Status Report, the SOE screen of the predecessor will continue to reflect the successor's employment information. The SON screen does not update with each additional Status Report. Reprocessing the Status Report adds an additional page(s) to the SON screen.  If a C-1 is not available then correct FEIN.

Any quarterly reports that may have posted to the incorrect predecessor account number will be automatically journalized to the correct successor account number by the system when the acquisition is keyed via the STA screen.

Occasionally, through Employer error or system error, the documents of one account will be processed under the account number of a completely unrelated, but properly established account. The following steps should be taken:

1. Print a copy of the Status Report and any other corresponding documents from the image viewer.
   
   
2. Cross through the incorrect account number on the documents and write in the proper account number.
   
   
3. Cross through the document locator numbers.
   
   
4. Print a copy of the latest Status Report that was correctly posted to the account number and cross through the document locator number.  If a C-1 is not available then correct FEIN.
   
   
5. Place all documents in the Doc Log & Destroy basket for processing by the SOU.
   
   
6. Document FTC to explain the situation and send e-mail to ADP & Audit to journalize any incorrectly posted report(s) and money to the correct account number.