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• Under no circumstances may a copy of the IRS tax data be placed in the case record. When destroyed, the hard copy must be cut into strips not larger than 5/16th of an inch wide and must be cut perpendicular to the printing. • Any third-party request for additional verification on IRS or BEERS data cannot be retained in the case record and must be treated with the same security provisions as the actual IRS or BEERS hit. The third-party response may be retained in the case record so long as it does not contain return information. • Return information is defined as information obtained through IRS or BEERS match that contains data not otherwise available to the agency. 4425.15.00 SDX DATA SECURITY REQUIREMENTS

Information obtained from SDX must be used only for the following purposes: Establishment and maintenance of state supplementation; and Support for administration of other federally funded programs (SNAP, social services, and so forth). 4430.00.00 OUTLINE OF INDIVIDUAL DATA EXCHANGE MATCHES This section discusses each data exchange and provides the following information: • timeliness of data; • file contents; • match frequency; • match type; • notice requirements; • review time standards; • source; and • verification requirements. 4430.05.00 BENEFICIARY EARNINGS EXCHANGE RECORD (BEER)

BEER data is subject to the special security requirements described in Sections 4425.00.00 and 4425.15.00. Timeliness of Data: • The prior tax year is usually available by mid-year.

File Contents: • Earnings or wage data of all individuals for whom W-2 forms were submitted to IRS. Frequency: • Matches are performed monthly for new applications and annually for all open cases when SSA updates their file.