Master and Mail Code Setups and Changes
Payee Mail Code Change (PCHGMC)
The PCHGMC screen is used to make changes to the mail code information for a payee already in TINS. Based on the user’s line 1 entry, the PCHGMC screen may include a recall step before the payee master information is displayed for updates.
If the payee was initially set up with an SSN or ITIN, the assigned 7 TIN is required to make changes to the TIN already on file. See the Payee Number Matrix.
Access
Access PCHGMC through the TINS Update Menu (PYMENU) screen or line 1 entry.
Screen Example – PCHGMC Recall
PCHGMC MM/DD/YY
PAYEE MAIL CODE CHANGE
PAYEE NUMBER: ___________ MAIL CODE: ___ INPUT SOURCE: XXX
PF3=QUIT PF12=PYMENU
ENTER TIN, Mail code, - PRESS ENTER
Screen Example – PCHGMC Mail Code on File
PCHGMC MM/DD/YY
PAYEE MAIL CODE CHANGE
PAYEE NUMBER: 1XXXXXXXXX6 MAIL CODE: XXX SECURING SOURCE: XXX
NAME: PAYEE NAME________________________________________
LINE 1: DELIVERY ADDRESS__________________________________ ADDRESS IND: S
LINE 2: __________________________________________________
LINE 3: __________________________________________________
LINE 4: __________________________________________________
CITY: CITY______________ STATE: ST ZIP: 12345 - 1234 ZONE CODE: XXX
SIC CODE: 9999 SECURITY TYPE: TELEPHONE NUMBER:( ___ ) ___ - ____
EMPLOYING AGENCY ___ STATUS:
UNMASK TIN: _ HOLD BYPASS: _
COMMENTS: ___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
PF3=QUIT PF10=XTRN PF12=PYMENU
ENTER CHANGES - PRESS ENTER
Note: Some fields are autofilled and protected from data entry.
Steps – PCHGMC:
-
Enter option D from the PYMENU screen and select Enter.
– or –
Enter PCHGMC on line 1 and select Enter.
If line 1 is entered … Then … Without a TIN or mail code - TINS displays screen example PCHGMC Recall.
- Go to Step 2.
With a valid 11-digit TIN (PCHGMS. XXXXXXXXXXX)
- TINS displays screen example PCHGMC Mail Code on File for the mail code desired.
- Go to Step 5.
With a valid 11-digit TIN and valid mail code that is not secured (PCHGMC. XXXXXXXXXXX.XXX)
- TINS displays screen example PCHGMC Mail Code on File for the mail code desired.
- Go to Step 5.
With a valid 11-digit TIN and mail code where the mail code is secured by another agency - TINS displays the message Mail Code Secured – Unauthorized Input Source – No Updates.
- See the
SECURING SOURCEfield on PYADDR screen to identify the securing agency. - Contact the agency that secured the mail code to request changes.
With a valid 11-digit TIN and an invalid mail code - TINS will display the message Mail Code for This TIN Not Found on File.
- Research and enter the correct mail code.
With a 10-digit TIN - TINS displays the message TIN Must Be 11 Digits.
- Research and enter the correct TIN.
Note: Only TINS inquiry screens allow for a 10-digit TIN on line 1.
With an invalid 11-digit TIN - TINS displays the message Check Digit Is Incorrect for TIN/Hold Number.
With an 11-digit 2 TIN - TINS displays the message TIN Must Begin With ‘7.’
- Research and enter the correct TIN.
PAYEE NUMBER: Enter the 11-digit TIN.MAIL CODE: Enter the three-digit mail code to be changed.
INPUT SOURCEdefaults to the user’s agency number and is a protected field.- Select Enter. TINS displays the Screen Example – PCHGMC Mail Code on File.
STATUS:- If the status is I (inactive), see ACR 60094 before attempting any changes to the mail code.
- If the status is A (active), make the appropriate changes to the mail code.
Note: See Mail Code Security Levels for the appropriate security type. Agencies can change the level from 0 to 1. The securing source agency can change the level from 2 to 1 or 0 or from 1 to 0.
COMMENTS: Enter any information that may be helpful for a screen print.Note: Comments are not permanently stored and cannot be accessed at a later time. You must make a screen print if you want to capture comments.
- Select Enter.
- If error messages display, make the necessary corrections.
- Update Record? (Y/N) will display. Review the information to verify it is correct. Enter Y or N and select Enter:
- Y (yes) if the information is correct.
- N (no) if the information is not correct.
Note: An entry of Y will display a successful update of the setup. An entry of N provides the opportunity to verify and reenter the correct information.
PCHGMC MM/DD/YY PAYEE MAIL CODE CHANGE PAYEE NUMBER: 1XXXXXXXXX6 MAIL CODE: XXX SECURING SOURCE: XXX NAME: PAYEE NAME________________________________________ LINE 1: DELIVERY ADDRESS__________________________________ ADDRESS IND: S LINE 2: __________________________________________________ LINE 3: __________________________________________________ LINE 4: __________________________________________________ CITY: CITY______________ STATE: ST ZIP: 12345 - 1234 ZONE CODE: XXX SIC CODE: 9999 SECURITY TYPE: TELEPHONE NUMBER:( ___ ) ___ - ____ EMPLOYING AGENCY ___ STATUS: UNMASK TIN: _ HOLD BYPASS: _ COMMENTS: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ UPDATE RECORD? (Y/N): Y PF12=PYMENU - If the mail code address is changed, TINS will attempt to validate and standardize the new address. See the Payee Mail Code Setup (PMCTUP) – Continuation From PMSTUP screen for details.
- A dialogue box displays at the bottom of the screen.
Screen Example – PCHGMC Processed
PCHGMC. MM/DD/YY
PAYEE MAIL CODE CHANGE
PAYEE NUMBER: 1XXXXXXXXX6 MAIL CODE: XXX SECURING SOURCE: XXX
NAME: PAYEE NAME________________________________________
LINE 1: C/O BILLING DEPT__________________________________ ADDRESS IND: S
LINE 2: DELIVERY ADDRESS__________________________________
LINE 3: __________________________________________________
LINE 4: __________________________________________________
CITY: CITY_______________ STATE: ST ZIP: 12345 - 1234 ZONE CODE: XXX
SIC CODE: 9999 SECURITY TYPE: 1 TELEPHONE NUMBER:( ___ ) ___ - ____
EMPLOYING AGENCY ___ STATUS:
UNMASK TIN: _ HOLD BYPASS: _
COMMENTS: ___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
PAYEE NUMBER: 1XXXXXXXXX6
ENTER PF-3 PF-6 PF-7 PF-8 PF-9 PF-12
PCHGMC END PYADDR PMTHIS PMCTUP PMSTUP PYMENU
RECORD UPDATED
Screen Field Descriptions
PAYEE NUMBER: Displays the 11-digit TIN.
RECORD UPDATED: Indicates the successful processing of the mail code changes.
Direction Message Keys:
Use the direction message keys to navigate to other TINS screens.