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1.15.61  General Records Schedules Forms Listing

1.15.61.1  (05-24-2007)
Forms Listing

  1. A forms listing is included to facilitate reference to the General Records Schedules. Forms listed are cross-referenced to the appropriate schedule and item number. They are arranged in numeric sequence by the type of form, such as: IRS, Standard Form, GAO, GSA, etc.

  2. An obsolete form is indicated by an asterisk. These obsolete forms will continue to be included in the Forms Listing until the expiration of their retention period as specified in the appropriate General Records Schedule.

  3. See Exhibit 1.15.61–1 for Forms Listing.

Exhibit 1.15.61-1  (02-08-1999)
Forms Listing

STANDARD FORM NUMBER AND TITLE
Form No. Title Schedule Item
1 Printing and Binding Requisition
See Also:

3
13
6
2
1–A Binding Instructions
See Also:
13
3
2
6
1–B List of Books to be Bound 3
13
6
2
1–C Printing and Binding Requisition for Specialty Items
See Also:
3

13
6
2
2 U.S. Government Lease for Real Property 3 3
2B U.S. Government Lease for Real Property Short Form 3 3
14 Telegraphic Message 12 3
15 Application for 10–Point Veteran Preference 1 1
18 Request for Quotation 3 3
5
24 Bid Bond 3 3
25 Performance Bond 3 3
25A Payment Bond 3 3
25B Continuation Sheet
(For Standard Forms 24, 25,and 25A)
3 3
26 Award / Contract 3 3
5
28 Affidavit of Individual Surety 3 3
30 Amendment of Solicitation/ Modification of Contract 3 3
5
33 Solicitation, Offer, and Award 3 3
5
34 Annual Bid Bond 3 3
5
35 Annual Performance Bond 3 3
5
39 Request for Referral of Eligibles 1 5
33
39A Request and Justification for Selective Factors and Quality Ranking Factors 1 5
33
44 Purchase Order — Invoice / Voucher 3
6
3
1
44 A-D Purchase Order — Invoice / Voucher 3
6
3
1
50 Notification of Personnel Action 1 1
14
50 B Notification of Personnel Action 1 1
14
52 Request for Personnel Action 1 1
33
59 Request for Approval of Non-Competitive Action 1 1
61 Appointment Affidavits 1 1
61B Declaration of Appointee 1 1
62 Agency Request to Pass Over a Preference Eligible or Object to an Eligible 1 5
66 Official Personnel Folder 1 1
71 Application for Leave 2 6
81 Request for Space 10 4
82 Agency Report of Motor Vehicle Data 10 4
83 Request for OMB Review (Replaced by OMB 83–Paperwork Reduction Act Submission) 16 6
85 Questionnaire for Non-Sensitive Positions 18 22
86 Questionnaire for National Security Positions 18 22
91 Motor Vehicle Accident Report 10 5
94 Statement of Witness 10 5
97 The United States Government Certificate to Obtain Title to a Vehicle 4
10
3
6
98 Notice of Intention to Make a Service Contract and Response to Notice 3 11
98–A Notice of Intention to Make a Service Contract and Response to Notice (Attachment A) 3 11
99 Notice of Award of Contract 3 3
113–A Monthly Report of Federal Civilian Employment 1 16
114 Sale of Government Property — Bid and Award 4 3
114–A Sale of Government Property — Item Bid Page — Sealed Bid 4 3
114–B Sale of Government Property — Item Bid Page — Sealed Bid 4 3
114–C Sale of Government Property — General Sale Terms and Conditions 4 4
114–C-1 Sale of Government Property — Special Sealed Bid Conditions 4 3
114–C-2 Sale of Government Property — Special Sealed Bid — Term Conditions 4 3
114–C-3 Sale of Government Property — Special Spot Bid Conditions 4 3
114–C-4 Sale of Government Property — Special Auction Conditions 4 3
114–D Sale of Government Property — Amendment of Invitation for Bids / Modification of Contract 4 3
114–E Sale of Government Property — Negotiated Sales Contract 4 3
114–F Sale of Government Property — Item Bid Page — Spot Bid or Auction 4 3
115 Request for Records Disposition Authority 16 2
115–A Request for Records Disposition Authority — Continuation 16 2
119 Statement of Contingent or Other Fees 3 3
5
16
120 Report of Excess Personal Property 4 2
120–A Continuation Sheet (Report of Excess Personal Property) 4 2
121 Annual Report of Utilization and Disposal of Excess and Surplus Personal Property 4 2
122 Transfer Order — Excess Personal Property 4 2
123 Transfer Order — Surplus Personal Property 4 2
123–A Transfer Order — Surplus Personal Property (Continuation Sheet) 4 2
126 Report of Personal Property for Sale 4 2
126–A Report of Personal Property for Sale (Continuation Sheet) 4 2
127 Request for Official Personnel Folder 1 17
132 Apportionment and Reapportionment Schedule   4
133 Report on Budget Execution 5 3
135 Records Transmittal and Receipt 16 2
135–A Records Transmittal and Receipt
(Continuation)
16 2
144 Statement of Prior Federal Service 1 1
145 Telephone Service Request 3
12
3
2
150 Deposit Bond — Individual Invitation, Sale of Government Personal Property 4 3
151 Deposit Bond — Annual Sale of Government Personal Property 4 3
152 Request for Clearance or Cancellation of a Standard or Optional Forms or Exception 16 3
180 Request Pertaining to Military Records 14 21
182 Request, Authorization, Agreement and Certification of Training 1 1
203 Annual Audiovisual Report 16 4
215 Deposit Ticket 6 1
224 Statement of Transactions (Classified According to Appropriation, Fund and Receipt Account, and Related Control Totals) 6 1
225 Report on Obligations 5 3
252 Architect-Engineer Fixed Price Contract 3 3
254 Architect-Engineer and Related Services Questionnaire 3 3
255 Architect-Engineer and Related Services Questionnaire for Specific Project 3 3
258 Agreement to Transfer Records to National Archives of the United States 16 2
269 Financial Status Report (Long Form) 3 3
270 Request for Advance or Reimbursement 3 3
271 Outlay Report and Request for Reimbursement for Construction Programs 3 3
272 Federal Cash Transactions Report 3 3
272–A Federal Cash Transactions Report — Continuation 3 3
273 Reinsurance Agreement for a Miller Act Performance Bond 3 3
274 Reinsurance Agreement for Miller Act Payment Bond 3 3
275 Reinsurance Agreement in Favor of the United States 3 3
278 Executive Branch personnel — Public Financial Disclosure Report 1 24
278–A Assets and Income Public Financial Disclosure Report 1 24
279 Federal procurement Data System FPDS Individual Contract Action Report 3 3
308 Request for Wage Determination and Response to Request 3 3
311 Agency Information Security Program Data 18 1
312 Classified Information Nondisclosure Agreement 18 25
344 Multiuse Standard Requisitioning / Issue System Document 3 8
360 Request to Approve an Interagency Reporting Requirement 16 3
361 Transportation Discrepancy Report 9 2
362 U.S. Government Freight Loss / Damage Claim 9 2
364 Report of Discrepancy 9 2
701 Activity Security Checklist 18 7b
702 Security Container Check Sheet 18 7b
1012 Travel Voucher 6 1
1012–A Travel Voucher (Memorandum) 9 1
1013–A Payroll for Personal Services 2 2
1034 Public Voucher for Purchases and Services Other Than Personal 6 1
1034–A Public Voucher for Purchases and Services Other Than Personal (Memorandum) 6 1
1035 Public voucher for Purchases and Services Other Than Personal (Continuation Sheet) 6 1
1035–A Public Voucher for Purchases and Services Other Than Personal (Memorandum) (Continuation Sheet) 6 1
1038 Advance of Funds Application and Account 6
9
1
3
1047 Public Voucher for Refunds 6 1
1048 Memorandum — Public Voucher for Refunds 1 6 1
1049 Public Voucher for Refunds 6 1
1050 Public Voucher for Refunds (Memorandum) 6 1
1069 Voucher for Allowances at Foreign Posts of Duty 6 1
1080 Voucher for Transfers Between Appropriations and/or Funds 6 1
1081 Voucher and Schedule of Withdrawals and Credits 6 1
1093 Schedule of With holdings Under the Davis-Bacon Act (40 U.S.C. 276a) and/or The Contract Work Hours and Safety Standards Act (40 U.S.C. 327–333) 3 3
11
1094 U.S. Tax Exemption Certificates 3 12
1094–A U.S. Tax Exemption Certificate Accountability Record 3 12
1096 Schedule of Voucher Deductions 6 1
1098 Schedule of Canceled or Undeliverable Checks 6 1
1103–A U.S. Government Bill of Lading — Memorandum Copy 9 1
1104 U.S. Government Bill of Lading — Shipping Copy 9 1
1109–A U.S. Government Bill of Lading — Continuation Sheet — Memorandum 9 1
1113 Public Voucher for Transportation Charges 6 1
1113–A Public Voucher for Transportation Charges (Memorandum) 6
9
1
1
1128 Payroll for Personal Services — Payroll Certification and Summary 6 1
1128–A Payroll for Personal Services — Payroll Certification and Summary — Memorandum 2 2
1145 Voucher for Payment Under Federal Tort Claims Act 6 1
1145–A Voucher for Payment Under Federal Tort Claims Act — Memorandum 6 1
1150 Record of Leave Data 2 9a
1151 Nonexpenditure Transfer Authorization 6 1
1152 Designation of Beneficiary — Unpaid Compensation of Deceased Civilian Employee 1 1
1154 Public Voucher for Unpaid Compensation Due a Deceased Civilian Employee 6 1
1156 Public Voucher for Fees and Mileage of Witnesses 6 1
1156–A Public Voucher for Fees and Mileage of Witnesses — Memorandum 6
9
1
3
1157 Claims for Witness Attendance Fees, Travel, and Miscellaneous Expenses 9 3
1164 Claim for Reimbursement for Expenditures on Official Business 6
9
1
3
1165 Receipt for Cash — Subvoucher 6 1
1166 Voucher and Schedule of Payments 6 1
1166–A Voucher and Schedule of Payments — Memorandum 6 1
1167 Voucher and Schedule of Payments (Continuation Sheet) 6 1
1167–A Voucher and Schedule of Payments (Continuation Sheet) — Memorandum 6 1
1169–A U.S. Government Transportation Request — Memorandum Copy 9 1
1170 Redemption of Unused Tickets 9 1
1176 Public Voucher for Unpaid pay and Allowances Due a Deceased member of the Armed Forces 6 1
1176–A Public Voucher for Unpaid Pay and Allowances Due a Deceased member of the Armed Forces — Memorandum 6 1
1177 U.S. Savings Bond Issue File Action Request 2 14c
1182 Subscriber List for Issuance of United States Savings Bonds 2 14b
1183 Subscriber List for Issuance of United States Savings Bonds 2 14b
1186 Transmittal for Transportation Schedules and Related Basic Documents 9 1
1187 Request for Payroll Deductions for Labor Organization Dues 2 15b
1188 Cancellation of Payroll Deductions for Labor Organization Dues 2 15b
1198 Request by Employee for Allotment of Pay for Credit to Savings Accounts with a Financial Organization 2 15b
1199–A Direct Deposit Sign-Up Form 2 17
1203–A U.S. Government Bill of Lading, Privately Owned Personal Property — Memorandum Copy 9 1
1204 U.S. Government Bill of Lading, Privately Owned Personal Property — Shipping Order 9 1
1205 U.S. Government Freight Waybill — Privately Owned Personal Property — Original 9 11218
1218 Statement of Accountability (Foreign Service Account) 6 1
1219 Statement of Accountability 6 1
1220 Statement of Transactions According to appropriations, Funds, and Receipt Accounts 6
6
1
5
1221 Statement of Transactions According to Appropriations, funds, and Receipt Accounts (Foreign Service Account) 6
6
1
5
1303 Request for Federal Cataloging / Supply Support Action 3
3

2
4
2800 Application for Death Benefits — Civil Service Retirement System 1 1
2801 Application for Immediate Retirement Under the Civil Service Retirement System 1 1
2801–1 Certified Summary of Federal Service — Civil Service Retirement System 1 1
2802 Application for Refund of Retirement Deductions — Civil Service Retirement System 1 1
2803 Application to Make Deposit or Redeposit — Civil Service Retirement System 1 1
2804 Application to Make Voluntary Contributions — Civil Service Retirement System 1 1
2805 Request for Recovery of Debt Due the United States 2 18
2808 Designation of Beneficiary — Civil Service Retirement System 1 1
2809 Health Benefits Registration Form — Federal Employees Health Benefits program 1 1
2810 Notice of Change in Health Benefits Enrollment 1 1
2811 Transmittal and summary Report to Carrier — Federal Employees Health Benefits Program 2 22b
2812 Report of Withholdings and Contributions for Health Benefits, Life Insurance, and Retirement 2 22b
2812–A Report of Withholdings and Contributions for Health Benefits by Enrollment Code 2 22b
2823 Designation of Beneficiary — Federal Employees' Group Life Insurance Program 6 1
5515 Debit Voucher 1 1
OPTIONAL FORMS
7 Property Pass 11 4
8 Position Description 1 7
16 Sales Slip — Sale of Government Personal Property 4 3
30 Motor Vehicle Service and Inspection Work Orders 10 2
55 U.S. Government Identification (Card) 11 4
68 Record of Travel Expenses 9 3
101 Summary Worksheet for Estimating Reporting Costs 16 6
108 Daily Vehicle Usage Report 10 2
112 Classified Material Receipt 18 5
116 Record of Top Secret Material 18 5
117 Notice of Security Violation 18 24
118 Record of Violation 18 18
24
119 Record of Material Removed for Overnight Custody 18 4
5
123 Top Secret Document Inventory Record 18 5
131 Stock Control Card 3 9
136 Application for Retirement — Foreign Service Retirement and Disability System 1 1
137 Designation of Beneficiary 1 1
138 Application for Refund of compulsory Contribution — Foreign Service Retirement System 1 1
140 Election to Receive Extra Service Credit Towards Retirement and Report of Residence of Spouse 1 1
141 Application for Service Credit 1 1
144 Temporary Duty (TDY) Official Travel Authorization 9 1
153 Telegram 12 3
153–A Telegram (Continuation Sheet) 12 3
158 General Receipt 6 1
164 Meritorious Service increase Certificate 1 12
187 Telegram Repeat Request 12 3
189 Travel Reimbursement Voucher 6 1
189–A Travel Reimbursement Voucher — Memorandum 6
9
1
1
189–B Travel Reimbursement Voucher (Continuation Sheet) — Schedule of Expenses and Amounts Claimed 6 1
189–C Travel Reimbursement Voucher — (Continuation Sheet) — Memorandum Schedule of Expenses and Amounts Claimed 6
9
1
1
190 Foreign Service Emergency Locator Information 1 6
191 Outgoing Telegram 12 3
191–A Outgoing Telegram — Continuation Sheet 12 3
199 Notice of Shipment of Effects — Residence-to-Residence Method 9 1
200 Monthly Records of Vehicle Operation Costs 10 2
202 Leave Record 2 7
202–A Leave Summary 2 7
205 Statement of Operating Cash Advance and Replenishment Voucher 6 1
206 Purchase Order, Receiving Report and Voucher 3 3
206–A Purchase Order, Receiving Report and Voucher (Continuation Sheet) 3 3
208 Statement of collections — Foreign Service of the United States of America 6 1
612 Optional Application for Federal Employment 1 1
15
32
1017–G Journal Voucher 7 4
1121 Bill of Lading Accountability Record 9 1
1130 Time and Attendance Report 2 7
1135 Time and Attendance Report 2 7
1136 Time and Attendance Report 2 7
1137 Leave Record 2 9
OBSOLETE FORMS / NUMBER AND TITLE
*2–A General Provisions, Certification and Instructions—U.S. Government Lease for Real Property (3), 1, 4
*7 Service Record (1), 2
*7–A Service Record—Continuation (1), 2
*7–B Employee Record (1), 6
*7–D Position Identification Strip (1), 11
*19 Invitation, Bid and Award (3), 1, 4, 6
*19A Labor Standards Provisions (3), 1, 4
*19B Representations and Certifications (Construction and Architect—Engineer Contract (3), 1, 4
*20 Invitation for Bids (Construction Contract) (3), 1, 4
*21 Bid Form (Construction Contract) (3), 1, 4, 6
*23 Construction Contract (3), 1, 4
*36 Continuation Sheet (3), 1, 4, 6
*37 Report of Procurement by Civilian Executive Agencies (3), 5
*37A Report on Procurement by Executive Agencies (3), 5
*46 U.S. Government Motor Vehicle Operator’s Identification Card (11), 4
*47 Physical Fitness Inquiry for Motor Vehicle Operators (10), 7
*49 Certification of Insured Employee’s Retired Status (FEGLI), (1), 1
*50A Notice of Short-Term Employment (1), 1, 14; (2), 11
*51 Request for Insurance (FEGLI) (1), 1
*54 Designation of Beneficiary (FEGLI) (1), 1
*55 Notice of Conversion Privilege (FEGLI) (1), 1
*56 Agency Certification of Insurance Status (FEGLI) (1), 1
*66A Official Personnel Folder Tab Insert (1), 1
*69 Incentive Awards Program Annual Report (1), 3
*72 Report of Action After Agency Full Field Investigation (18), 23
*73 Report of Action After CSC or FBI Section 8(d) Full Field Investigation (18), 23
*74 Notice of Transmittal of Investigative Reports for Security Determination (18), 23
*79 Notice of Security Investigation (18), 23
*85 Data for Non-sensitive or Noncritical-Sensitive Position (18), 23
*85–A National Agency Check Data for Non-sensitive or Noncritical–Sensitive Position (18), 23
*91–A Investigation Report of Motor Vehicle Accident (10), 5
*97–A The United States Government Certificate of Release of a Motor Vehicle (4), 6; (10), 6
*113–B Payroll Report of Federal Civilian Employment (2), 17
*113–E Semi-Annual Report of Federal Participation in Enrollee Program (1), 16
135–A Records Transmittal and Receipt (Continuation Sheet) (16), 3
*136 Annual Summary of Records Holdings (16), 6
*137 Agency Records Center—Annual Report (16), 6
*138 Identification Card (11), 4
*145–A Continuation Sheet—Order for Telephone Service (3), 4; (12), 2
*145–B Agency Request for Telephone Service (3), 4; (12), 2
*147 Order for Supplies or Services (3), 4; (6), 1
*148 Order for Supplies or Services Schedule—Continuation (3), 4; (6), 1
*171 Personal Qualifications Statement (1), 1, 15, 33
*171–A Continuation Sheet for Standard Form 171 "Personal Qualifications Statement" (1), 1, 15, 33
*172 Amendment to Personal Qualifications Statement (1), 1, 15, 33
*173 Job Qualifications Statement (1), 1, 15, 33
*177 Statement of Physical Ability for Light Duty Work (1), 1
*189 Classified Information Non-disclosure Agreement 18(26)
*211 Request for and Designation of Cashier (6), 6
*230 U.S. Government Payroll Savings Plans—Consolidated Quarterly Report (2), 7
*248 Annual Report on Federal Advisory Committee (16), 12
*248–A Annual Report on Federal Advisory Committee (Continuation Sheet) (16), 12
*249 Membership List on Federal Advisory Committee (16), 12
*249–A Membership List on Federal Advisory Committee (Continuation Sheet) (16), 12
*250 Annual Report on Federal Advisory Committees, Summary Sheet (16), 12
*281 FPDS—Summary of Contract Actions of $10,000 or less and Subcontracting Data on Selected Prime Contractors (3), 1, 4
*300 Budget Schedule—General (5), 2
*304 Object Classification (5), 2
*306 Detail of Permanent Positions (5), 2
*307 Supplementary Source Document (5), 2
*363 (DISCON) Discrepancy in Shipment Confirmation (9), 2
364 Report of Discrepancy (9), 2
*365 Annual Report of Disposal of Foreign Excess Property (4), 6
*1013–C Payroll for Personal Services (2), 13
*1036 Statement and Certificate of Award (6), 1; (3), 4
*1075 Pay Receipt for Payment—Not Transferable (2), 13
*1097 Voucher and Schedule to Effect Correction of Errors (6), 6
*1126 Payroll Change Slip (1), 1; (2), 15
*1129 Reimbursement Voucher (6), 1
   
*1129–A Reimbursement Voucher (Memorandum) (6), 1
*1131–A U.S. Government Transit Bill of Lading—Memorandum Copy (9), 1
*1132 U.S. Government Transit Bill of Lading—Shipping Order (9), 1
*1143 Advertising Order (6), 1
*1172 Certification in Lieu of Lost U.S. Government Transportation Request (9), 3
*1185 Schedule of Undeliverable Checks for Credit to Government Accounts (6), 1
*1321 Authorization for Travel (6), 1
GPO FORM NUMBER AND TITLE
*1188 Revocation of Voluntary Authorization for Allotment of Compensation for Payment of Labor Organization Dues (2), 4
*1189 Request by Employee for Payment of Salaries or Wages by Credit to Account at a Financial Organization (2), 4
*1192 Authorization for Purchase and Request for Change: U.S. Series EE Savings Bond (2), 4
*1206 U.S. Government Freight Waybill—Privately Owned Personal Property (9), 1
*2801–A Superior Officer’s Statement in Connection with Disability Retirement (1), 1
*2801–B Physician’s Statement for Employee Disability Retirement Purposes (1), 1
*2801–C Transmittal of Medical and Related Documents for Employee Disability Retirement (1), 1
*2801–D Request for Medical Records (To Hospital or Institution) in Connection with Disability Retirement (1), 1
*2806 Individual Retirement Record (2), 21
*2806–1 Notice of Correction of Individual Retirement Record (2), 21
*2807 Register of Separations and Transfers—Civil Service Retirement System (2), 21
*2807–1 Register of Adjustments—Civil Service Retirement System (2), 21
*2807–2 Annual Summary Retirement Fund Transactions (2), 21
   
GPO FORM NUMBER AND TITLE
*2815 Employee Service Statement (1), 1
*2816 Election of Coverage and Benefits (1), 1
GAO FORM NUMBER AND TITLE
5055 Depository and Appropriation Adjustment (6), 5
2511–A Memorandum Order and Supplementary Specifications (13), 3
3019 Printing and Reproduction Service Requisition (13), 3
GSA FORM NUMBER AND TITLE
33 Report on Procurement by Civilian Executive Agencies (Obsolete) (3), 5
144 Net Space Requirements for Future Federal Building Construction (11), 2
304–a Received Message Number Sheet (12), 3
439 Report of Disposition of Records (16), 3
1354 Job Order (11), 5
1357 Notice of Anticipated Space Changes—Summary (11), 2
1436 Memorandum Receipt (3), 10; (14), 6
2957 Reimbursable Work Authorization (3), 4; (11), 2, 16
2970 SLUC Billing System I.D.—Notice of Change (11), 2, 16
2972 Agency Request for Adjustment to FBF SLUC Billing (11), 2, 16
2972A SIBAC Chargeback Verification
JCP FORM NUMBER AND TITLE
1 Semiannual Printing Plant Report (13), 6
2 Semiannual Contract Printing Report (13), 6
5 Annual Plant Inventory (13), 6
  OPTIONAL FORMS INDEX
7 Property Pass (11), 4
8 Position Description (1), 7
  OPTIONAL FORMS INDEX
*12 Request for Door Title Cards and Holders (11), 5
*13 Form Design Guide Sheet (8″ x 101/2″) (16), 4
*13A Form Design Guide Sheet (16″ x 101/2″)
*13B Form Design Guide Sheet For 331/3% Reduction of 8″ x 101/2″ (16), 4
*13C ADP Form Design Spacing Guide (16), 4
*17 Notice to Bidder (4), 1, 6
*20 Notice of Surety (4), 1, 6
*26 Data Bearing Upon Scope of Employment of Motor Vehicle Operator (10), 5
*37 Nomination for Interagency Training (1), 30
*40A Motor Vehicle Service Authorization (10), 2
*49 Inquiry for United States Government Use Only (1), 15
*50 Inquiry for United States Government Use Only (1), 15
*51 Inquiry for United States Government Use Only (1), 15
*59 Contract Pricing Proposal (3), 1, 4
*60 Contract Pricing Proposal (Research and Development) (3), 1, 4
*61 Subcontracting Program—Quarterly Report of Participating Large Company on Sub-contract Commitments (To Small Business Concerns and Minority Business Enterprises and Labor Surplus Area Concerns) (3), 1, 4
*62 Safe or Cabinet Security Record (18), 8
*63 Security Container Information (18), 8
*111 Combination Safe Card (18), 8
*113 Register—Distribution of Classified Material (18), 6
*114 Register—Destruction of Classified Materials (Non-Record Copies) (18), 6
*115 Top Secret Cover Sheet (18), 6
*122 Report of Closing Hours Security Check (18), 19
*151 Incoming Telegram (12), 3
*151(H) Incoming Telegram (Hectograph) (12), 3
*152(H) Outgoing Telegram (Hectograph) (12), 3
*152A(H) Outgoing Telegram (Hectograph, Continuation Sheet) (12), 3
*160 Request for Records (Freedom of Information Act) (14), 16
*163 Employee Suggestion Form (1), 12
*192–A Outgoing Telegram (Continuation) (12), 3
*203 Privacy Act Information Request (14), 25
*1014 General Ledger (7), 2
*1014–A General Ledger (7), 2
*1015 Allotment Ledger (7), 3
*1016 Distribution Ledger (7), 4
*1016–B Distribution Ledger (7), 4
*1017–C Register of Allotment Ledger Transactions (7), 4
*1101 Miscellaneous Obligation Record (7), 3
*1114 Bill for Collection (8), 1
*1114–A Official Receipt (6), 1
*1114–B Collection Voucher (6), 1; (4), 6
*1120 Transportation Request Accountability Record (9), 5
*1127 Individual Pay Card (2), 1
*1130–A Time and Attendance Report (For Use Abroad) (2), 3, 9
*1135 Time and Attendance Report (2), 3
TREASURY FORM NUMBER AND TITLE
3079 Civilian Employee Claim for Loss or Damage to Personal Property (P.L. 88–558) (7), 4
3086 Statement of Employment and Financial Interests (1), 27
3087 Confidential Statement of Employment and Financial Interests (1), 27
IRS FORM NUMBER AND TITLE
1 (TAC) Employee Suggestion (1), 1, 12
1A (TAC) Employee Suggestion (1), 1, 12
W–2 Wage and Tax Statement (2), 18
3 (TAC) Report on Incentive Awards (1), 13
W–3 Transmittal of Income and Tax Statement (2), 18
W–4 Employees Withholding Allowance Certificate (2), 18
4A (TAC) Recommendation for Special Act or Service or Superior Work Performance Award (1), 1, 12
5 (B&F) Obligation Notice (7), 4
13 (TD) Request for Photographic Work (3), 8
16 Stock Forms and Publications Requisition (3), 9
141 Statement of Special Moneys Transactions (7), 4
L–148 Form Letter—Pre-Employment Inquiry (1), 15
IRS FORM NUMBER AND TITLE
RO–258 Request for Reissuance or Cancellation of (Treasury) U.S. Savings Bonds (2), 4
211–A Application and Public Voucher for Reward for Original Information (6), 1
*496 Record of Issuance and Disposition of Books of Transportation Requests (9), 5
*668–A Notice of Levy (2), 23
*812 Stock Record (3), 10
941A Employee’s Quarterly Federal Tax Return (2), 18
*983 Toll Call Statement (12), 8
992 Supplemental Information for Appointment, Reinstatement or Transfer (1), 1, 10
*998 Monthly Report of Deposits and Purchases of Bonds Under the Voluntary Payroll Plan (2), 7
1321 Travel and Transfer Order—Request and Authorization (9), 4
1334 Requisition for Equipment, Supplies or Services (3), 4, 8, 9; (11), 5
*1587 Record of Seized Vessels, Vehicles and Aircraft (7), 4
*1588 Record of Other Seized Property (7), 4
*1748 Registered Matter Received for Delivery (12), 5
*1754 Authorization and Signature Card (11), 4
1766 Form Design Guide Sheet (13), 3
1766–A Form Design Guide Sheet (13), 3
*1766–B Form Design Guide Sheet (13), 3
1767 Publication Service Requisition (13), 3; (3), 7, 8
*1771 Report of Final Payment of Printing and Reproduction Requisitions (13), 3
1775 Report of Physical Hazards in Office (1), 34
*1782 Publication Job Jacket (13), 3
*1783 Notice of Scheduled Delivery of Printed Material (13), 3
*1784 Daily Publication Work Report (13), 3
*1785 Reproduction Service Delivery Receipt (13), 3
*1787 Teletype Register (12), 3
1790 Request for Investigation (1), 1, 10
*1792 Motor Vehicle Trip Report (10), 2
*1794 Financial Plan, Fiscal Year—Budget Estimate—A thru L Fiscal year—(5), 2, 4
*1796 Request for Publications (3), 9
*1797 Publication Control Record (13), 4
*1849 (PD) Disclaimer and Consent With Respect to U.S. Savings Bonds (2), 4
*1921 Referral of Communication (1), 17
*1924 Budget Position Control (5), 4
IRS FORM NUMBER AND TITLE
*1926 Personal Property Inventory (Furniture) (3), 10; (8), 6
*1926–A Personal Property Inventory (Equipment) (3), 10; (8), 6
1930 Custody Receipt for Government Property (3), 10; (8), 6
*1931 Transfer/Receipt of Personal Property (3), 10; (4), 4
*1932 Excess Personal Property Report (4), 5
1933 Report of Survey (3), 10
*1934 Employee Clearance Certificate (2), 17
1938 Request for a New or Revised Form (16), 4, 9
*1953 Tax Forms Inventory and Estimated Requirements (13), 3
*1953–A Tax Forms Inventory and Estimated Requirements (13), 3
1957 Schedule of Designated Certifying Officers or Employees (6), 6
1958 Schedule of Revoked Authorizations of Officers or Employees (6), 6
1959 Certifying Officers or Employees—Designations and Revocations (6), 6
*1970 Minimum Stock Level Notice (13), 3
*1970–A Minimum Stock Level Notice (Regional and District Offices) (13), 3
*1977 General Ledger (7), 2
1989 Forms Status Notice (16), 4, 9
1992 Specifications—Forms (16), 4
2009 Supply Unit—Register of Inventory Differences (3), 10
2018 Record of Publications (13), 4, 7
2019 Request for Change in Delivery of Salary Checks (2), 2, 6
*2023 Forms Inventory and Estimates (For Tabulating Cards and Marginally Punched Continuous Forms) (13), 3
*2023–A Forms Inventory and Estimates (13), 3
*2023–C Forms Inventory and Estimates (For Tabulating Cards) (13), 3
2024 Vehicle Accident Instructions (10), 5
2040 District Office Distribution List (13), 3
2040–A Subordinate Office Distribution List (13), 3
2040–B Regional Office Distribution List (13), 3
2040–C Bank and Post Office Distribution List (13), 3
2040–C Bank and Post Office Distribution List (13), 3—(Continuation Sheet)
2040–D Military Installation Distribution List (13), 3
2040–F Service Center Distribution List (13), 3
2040–G Advance Distribution List (13), 3
2065 Qualifications Record (1), 1, 10
IRS FORM NUMBER AND TITLE
2076 Request for Suitability Decision and Notice of Action Taken (1), 10
2087 Control Procurement Register (13), 4
*2088 Register of Printing and Reproduction Work Received (13), 4
*2089 Report on Budget Execution (5), 2, 4
*2128–A Notice of Shipment—Confirmation of Delivery (6), 1; (13), 2
2151 Personnel Schedule (5), 2, 4 A thru G*
*2157 Publication Status Notice (16), 2
2159 Payroll Deduction Agreement (2), 23
2161 Annual Records Holdings and Disposition Report (16), 6
*2166–C Back Order Record (3), 10; (13), 2
*2174 Advice of Allotment Adjustment (5), 6
*2174–A Advice of Allotment Adjustment (5), 6
*2174–B Advice of Allotment Adjustment (5), 6
2176 Notice of Inter-Regional Adjustment (7), 4
2187 Information and Instructions for New Employees (1), 10, 18
2189 Advance of Travel Funds Bond (Individual) (6), 7; (9), 4
2191 Annual Record of Obligations and Payments (3), 4
*2196 Civil Service Examination Status Report (1), 16
*2216 Supervisor’s Job Induction Checklist for Orientation of New Employee (1), 10, 18
*2217 Position Schedule Bond (6), 7
2221 Schedule of Collections (6), 1
*2227 Pre-Exit Interview (1), 8
2228 General Ledger Trial Balance (6), 6
*2228–A Supporting Schedule General Ledger Trial Balance (6), 6
*2228–B Supporting Schedule To General Ledger Trial Balance (6), 6
2235 Request for Albert Gallatin Award (1), 1, 12
2254 (Treasury) Authorization for Purchase of United States Savings Bonds (2), 4
*2257 Worksheet for Position Report (1), 16
2263 Abstract of Bids or Information Quotations (3), 4, 6
2266 Comparison of Distribution by District Office (13), 2
*2269 Financial Plan, FY 19  _________; Budget Estimate FY ________
*2269–A Financial Plan, FY ________; Budget Estimate FY ________
2269–B Financial Plan, FY 19 ________; Budget Estimate FY ________
*2282 Adjustment Voucher (3), 10
*2286 Certificate of Training (1), 1
*2288 Notice of Travel Obligation (7), 4
*2294 Request for Information on Lost Bill of Lading (9), 2
IRS FORM NUMBER AND TITLE
*2310 Confirmation of Delivery of Tabulating Cards (3), 4; (13), 3
*2318 Form Letter For Return of Invoice (3), 4; (6), 6
*2325 Employee Relations Summary Record (1), 1, 8
*2326 Personnel Referral Record (1), 17
*2327 Notification of U.S. Savings Bond Action (2), 4
*2333 Request for Blank Income Tax Forms (3), 9; (13), 3
2333–A Request for Income Tax Forms (13), 3
2335 Field Printing Production Report (13), 2, 7
*2340 General Ledger (7), 2
*2358 Property Program (3), 10; (8), 6
*2358–B Office Furniture Requirements as listed in IRS Standards (3), 10; (8), 6
2366 Report Under Section 1311 of Public Law 633 Approved August 26, 1954 (6), 3
*2375 Personnel Reassignment Information (1), 1, 10, 17
*2378 Request for Changes in Distribution of Internal Management Documents and Releases (13), 2; (16), 10
*2384 Time and Attendance Record (2), 9
*2386 Regional Reserve Tax Forms Weekly Inventory Report (13), 2
*2387 Position Report (1), 16
*2388 Project Assignment Record (16), 2, 10
*2420 Report on Promotions Accomplished (1), 16; (5), 5
*2421 Survey Card for Quarterly Releases Showing Collections of Excise Taxes (13), 5
2428–T Year to Date Summary of Earnings and Deductions (2), 1
2444 Batch Control Sheet and General Ledger Posting Media (7), 4
*2454 Expense Ledger (7), 3
*2455 Personnel Analysis (2), 17
*2466 Consolidated Payroll Control Register (2), 14
*2469 Monthly Statement of General Ledger Entries (6), 6
*2470 Correspondence Course Completion Report (1), 1, 10
*2474 Report on Annual Review of Positions (1), 16; (2), 17
2478 Stock Record (Forms and Publications) (3), 10
*2487 Stores Stock Issue Book (3), 9
*2488 Dummy Memorandum of U.S. Government Request for Transportation (9), 3
*2489 Publications/Forms Transfer Request (3), 9; (13), 2
*2492 Vehicle Record Book (10), 3
IRS FORM NUMBER AND TITLE
*2492–C Annual Motor Vehicle Fiscal Summary (10), 4
*2492–F Monthly Motor Vehicle Report (10), 3
*2492–G Requirements For Interagency Motor Pool Vehicles For Fiscal Year (10), 4
2507 Receipt for Money—Agent Cashier Advance Fund (6), 1
2509 Monthly Report of Conduct, Character Background and NACI Cases on Hand and Pending Administrative Determination (1), 16
2529 Disability Retirement Referral (1), 1
2535 Consolidated Payroll Control (2), 14
*2537 Activity Ledger (7), 3
*2538 Allotment Ledger (7), 3
*2548 Supplemental Bond File (2), 7
*2562 Envelope Requirement Report (3), 5
*2564 Space Upgrading Requirements and Additional Space Needs (11), 2
*2580 Executive Selection Program—Evaluation of Candidates for Placement (1), 1
2582 Disciplinary and Suitability Cases Closed (1), 16
*2585 Register of Terminal Leave Obligations (2), 14
*2595 Telegraphic Message (Original) (12), 3
2642 Notice of Shipment—Confirmation of Delivery (Field Offices) (3), 1, 4; (6), 1; (13), 3
2651 Recurring Data Analysis (16), 10
2665 Suggestion Evaluation Report (1), 1, 12
*2697 Internal Use Forms Requirements (13), 3
*2699A Wage Statement (2), 18
*2699E Wage Statement (2), 18
*2703 Notice of Receipt of Tax Form (13), 3
*2713 Application for Section 6(c) Retirement (1), 1, 10, 17
2724 Travel Expense Chargeable to National Office Training Allotment 250 (7), 4
*2763 Suggestion Acknowledgment (1), 12
2770 (Treasury) Application for Motor Vehicle Operator’s Card and Operator’s Record (1), 25
2773 Detailed Training Program—Estimates for the FY ________Financial Plan and the FY ________Budget (5), 2, 4
*2776 Evaluation of Candidates for Executive Training (Selected) (1), 1
2785 Obligation Notice and Record (7), 4
2787 Authorization and Report of Overtime Worked (2), 7
2788 Report of Overtime Worked Not Recorded on Form 2384 (2), 9
*2790 Time and Attendance Record Correction Notice (2), 3
2791 Master Retirement Control (2), 14
IRS FORM NUMBER AND TITLE
2792 List of Deposits to the Retirement Fund for Calendar Year (2), 17
2794 List of Disability Retirement Applicants (2), 21
2795 Control Over Transfers In and Adjustments (2), 14
*2798 (Postal Card) Re TIR Releases (13), 5
*2813 Request for Teaching Taxes Material (13), 3
*2832 Man-Years Realized Report (2), 17
*2839 Federal Employees’ Health Benefits Program—Medical Certificate of Incapacity (1), 1
2844 Reconciliation of Imprest Fund (6), 1
*2854 Report of Interview (1), 8
*2972 Payroll Change Card (2), 3; (Supplement)
*2978 Accounting Report—Employee’s Wages and Allowances (2), 17
*2979 Comprehensive Payroll Listing (2), 1
*2980 Accounting Report—Employer’s Wages and Allowances (2), 17
*3012 Payroll Rate and Hourly Adjustment Register (2), 14
*3013 Payroll Deduction "A" Adjustment Register (2), 14
3014 Payroll Deduction "B" Adjustment Register (2), 14
*3018 WAE Employee’s Change of Duty Status Notice (2), 13
*3024 Report of U.S. Savings Bonds—7070 (2), 7
*3025 Object Class Ledger (7), 3
*3027 E and O Work Card (7), 4
3028 Expenditure and Obligations—7070 (7), 4
*3078 Project Schedule and Progress (1), 3
*3113 Leave Without Pay Report (2), 17
*3135 Supervisor’s Evaluation for Selection or Advancement of Tax Technician (1), 10, 18
*3190 Qualifications Inventory Card (1), 17
3235 College Recruitment Mailing List (1), 17
3235–A College Recruitment Mailing List—Continuation (1), 17
*3263 Organized Crime Drive Cost Report (7), 4
*3271 Printer’s Distribution List (13), 3
3282 Standard Interview Rating Form (1), 1
*3320 Status of Minority Groups GS–5 and Above (1), 3
*3321 Report of Minority Groups (1), 3
*3322 Accessions by Grade and Category (1), 16
IRS FORM NUMBER AND TITLE
*3341 Check List for Filling Vacancies Occurring Before and During ADP Conversion (1), 10, 18
*3368 Tax Technician Interview Rating Form (1), 10
*3369 Tax Technician Screening Summary Form (1), 10
*3372 Recruitment Progress Report (1), 16
*3384 Space Assignment Record (11), 1
*3431 Security File Check Sheet (3), 10
*3458 Position Description—Redeployment (1), 3
*3522 Rating Form for ES and D Interview Sessions (1), 17
*3522–A Rating Form for ES and D Interview Sessions (1), 17
3525 Application for Emergency Salary Payment (2), 17
*3597 Report on Obligations (5), 5; (7), 4
3600 Pre–Usage Inspection for Marginally Punched Continuous Forms (3), 7
*3606 Voucher Register: (7), 4
*3627 Monthly Report of Reimbursements to General Services Administration for Alterations, Construction or Improvements to Buildings (7), 4
*3637 Commercial Printing Contractor’s Equipment Questionnaire (3), 6
*3676 Space Evaluation Check List (11), 1
*3679 Mid-Year Review Summary by Purpose (5), 5; (6), 6
*3680 Mid-Year Review-Activity (5), 5; (6), 6
*3681 Mid-Year Review—Activity 9800 (5), 5; (6), 6
*3682 Mid-Year Review Form (5), 5 ; (6), 6
*3683 Mid-Year Review—Advance Notice of Approved Revised Annual Plan Request for Proposed Reapportionment (5), 5; (6), 6
*3695 Employee Service Record Report (1), 26; (2), 17
*3698 Employee Data Change Notification (1), 14; (2) 17
*3702 Batch Control Register (2), 14
*3711 Request for Grade Structure Change Funds (2), 12
*3717 Career Group III Placement Questionnaire (1), 1
*3717(A) Evaluation of Career Group III Candidates (1), 1
*3718 Evaluation of Supervisory Ability (1), 1
*3730 Payroll Updating Batch Control—Card No. 99 (2), 1; (Supplement)
*3768 Annual Position Review Summary and Certification (1), 17
*3771 Suggestion Program Progress Report (1), 13
*3781 Payroll Adjustments Batch Control—Card No. 94 (2), 3; (Supplement)
*3782 Payroll Adjustments Batch Control—Card No. 93 (2), 3; (Supplement)
*3783 Payroll Adjustments Batch Control—Card No. 92 (2), 3; (Supplement)
IRS FORM NUMBER AND TITLE
*3784 Payroll Adjustments Batch Control—Card No. 91 (2), 3; (Supplement)
*3785 Payroll Multiple Indicative Adjustments—Card No. 08 (2), 3; (Supplement)
*3786 Payroll Accounting Correction—Card No. 07 (2), 3; (Supplement)
*3787 Payroll Retirement Adjustment—Card No. 06 (2), 3; (Supplement)
*3788 Payroll Voluntary Deduction Adjustment—Card No. 05 (2), 3; (Supplement)
*3789 Payroll Deduction "B" Adjustment—Card No. 04 (2), 3; (Supplement)
*3790 Payroll Deduction "A" Adjustment—Card No. 03 (2), 3; (Supplement)
*3791 Payroll Rate and Hourly Adjustment—Card No. 02 (2), 3; (Supplement)
*3792 Payroll Off Tape Adjustments—Card No. 01 (2), 3; (Supplement)
*3793 Payroll Adjustments Batch Control Registers (2), 16
*3795 Payroll Voluntary Deduction Adjustment Register (2), 16
*3796 Payroll Retirement Adjustment Register (2), 16
*3797 Payroll Multiple Indicative Adjustments Register (2), 16
*3798 Payroll Accounting Correction Register (2), 16
*3838 Health and Group Life Insurances and Retirement Tabulation (2), 22
*3850 Expense Symbol Ledger (7), 4
*3851 Undistributed Ledger (7), 4
*3853 Payroll Rate and Hourly Adjustment Register for Terminal Leave (2), 16
*3854 Payroll Adjustments Batch Control Register for Terminal Leave (2), 16
3855 Payroll Accounting Correction Register for Terminal Leave (2), 16
3860 Performance Rating and Related Certifications (1), 23
*3861 Performance Evaluation (1), 1
*3862 Performance Evaluation (Revenue Officer GS-1169-9) (1), 1
*3863 Performance Evaluation (Revenue Officer GS-1169-11) (1), 1
*3876 Taxpayer Assistor Supervisory Evaluation (1), 10
*3877 Taxpayer Assistor Panel Interview Rating (1), 10
*3878 Taxpayer Assistor Screening Summary (1), 10
*3888 General Utility Register (2), 16
*3890 Request for Security Clearance (1), 10
*3891 Service Computation Record (1), 10
*3901 Placement Officer’s Workshop Participant Evaluation (1), 10
IRS FORM NUMBER AND TITLE
*3918 Board Evaluation of Candidate for Appellate Career Program (1), 3
*3919 Evaluation for Appellate Career Programs (1), 3
*3923 Transaction List (2), 17
*3934 Recruitment Study (1), 16
3950 Notice of Completion of Employment Inquiries (1), 10
*3956 Appellate Personal Inventory Record (1), 3
*3970 Payroll Listing (2), 16
*3971 Property Transaction Input (3), 10
*4011 Placement Follow-up Interview Record (1), 10
*4012 Placement Follow-up Employee Questionnaire (1), 10
*4013 Placement Follow-up Supervisory Questionnaire (1), 10
*4076 Quarterly Report of Abolished Vacant Position (2), 17
*4959 Time and Attendance Record (370 System) (2), 3
*4959A Substitute Time and Attendance Record (360 System) (2), 3
*4959B Amended Time and Attendance Record (360 System) (2), 3
5081 Employee Profile Security File (18), 6(a)
*5368 Space Assignment Data (11), 17
*5368P Personnel Data (11), 17
*5425 Justification for Charge-back on SIBAC Transactions (11), 16
5436 Authorization, Change or Revocation of Premium Pay for Administratively Uncontrollable Overtime (2), 15
5482 Record of Disclosure (14), 14
*5496 Eligibility and Rate Determination for Administratively Uncontrollable Overtime (AUO) Work (2), 15
*5497 Report of Administratively Uncontrollable Overtime (AUO) Work (2), 15
5543 Problem Resolution Correspondence (16), 14
*5641 Fair Labor Standards Act Time Sheet (2), 3
*5796 Time and Attendance Record-Substitute (salmon) (2), 3
*5797 Time and Attendance Record-Amended (yellow) (2), 3
5798 Time and Attendance Record-Original (manila) (2), 3
5986 Fair Labor Standards Act Time Record (green stripe-original) (2), 3
5986 Fair Labor Standards Act Time Record (yellow stripe-duplicated) (2), 3
M-5991 Biweekly Leave Statement and Timekeeper’s Notice (2), 3
M-5991-A Biweekly Leave Statement and Timekeeper’s Notice with Discrepancy Codes (2), 3
6016 Problem Resolution Statistical Record (16), 14
6054 ID Badge Packet (11), 4
6055 ID Badge Packet (11), 4
6056 ID Badge Packet (11), 4
6858 Request for Approval of Travel (6), 1
6925 Received from the Commissioner of Internal Revenue the Following Described pieces of Mail (12), 6
*6993 Requisition for Engraving and Plate Printing (13), 3
IRS FORM NUMBER AND TITLE
*6994-A Purchase Order (3), 1,4
*6994-B Purchase Order Continuation Sheet (3), 1,4
*7000 (T) Correspondence Control Slip (12), 6
*7834 Record of Students in Training Courses (1), 16
7995 Outside Employment or Business Request (1), 10,17
 
* Obsolete Form
  Numbers in parentheses are schedule numbers. Numbers in italic are item numbers.

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