Electronic Transmission Options for Financial Institutions

 

The Internal Revenue Service (IRS) currently delivers the majority of their levies, Form 668-A and summons, Form 2039 and Form 6639, through the mail. Instead of utilizing the mail to receive and respond to these requests, the IRS has developed electronic transmission options to consider.

E-Levy

IRS employees may issue Forms 668-A, Notice of Levy, using IRS' eFax system to a fax number that you designate. Instead of receiving these levies from the IRS through the mail, you will receive a fax containing the levy. In addition, Part 3 of Form 668-A may be returned to the IRS via the originating employee's eFax number when no levy proceeds are attached. Each faxed levy will:

  • Be faxed to a centralized point of contact and fax number as directed by you.
  • Be electronically signed by the approving IRS employee.
  • Include a fax cover sheet containing the name and eFax number of the IRS employee initiating the levy.

E-Summons

IRS employees may issue Form 2039, Summons, and Form 6639, Financial Records Summons, using IRS eFax system to a fax number that you designate. Instead of receiving the summons from the IRS through the mail, you will receive a fax containing the summons. Each faxed summons will:

  • Be faxed to a centralized point of contact and fax number as directed by you.
  • Be electronically signed by the approving IRS employee.
  • Include a fax cover sheet containing the name and eFax number of the IRS employee faxing the summons.

The summonsed information cannot be returned via eFax; however, the summons may be returned to the IRS in an electronic format via a portal or secure service. Using a secure portal or secure service will:

  • Allow the financial institution the ability to add the content, choose the audience (IRS), and share that content. 
  • Enable the IRS to electronically retrieve the summonsed documents from the secure portal.

Additional benefits

Using electronic transmission options to respond to levies and/or summons can provide the following additional benefits:

  • Reduction in printing and mailing costs,
  • Elimination of storage space to file paper documents,
  • Reduction of the administrative burden associated with managing hard-copy documents,
  • Immediate and easy accessibility,
  • Easy to implement,
  • Elimination of employee mail handling concerns,
  • Increased response efficiency through electronic transmission verses physical mailing,
  • Faster research cost reimbursements.

How to enroll

Please call Operation Support, Technology Solutions to request electronic transmission enrollment: