IRIS ACCESS ROSTER

Organization: __________  Business structure: __________  Reviewed: ______
Current rule source/date checked: _____________________________________
Required RO count: ______  Required Contact count: ______  ADs planned: ____
Organization role: issuer / transmitter / software developer as applicable

Person | Proposed IRS role(s) | Business authority/task | Sign-in ready? | Availability | Action needed
_______|______________________|_________________________|________________|______________|______________

RESPONSIBILITY MATRIX
Activity | Permitted role | Primary person | Continuity plan
Initial application/signatures | RO | __________ | ____________________
Change a Responsible Official | RO | __________ | _____________________
Permitted contact/detail update | RO/AD | ______ | _____________________
Respond to transmission issue | Contact/appropriate authorized person | ______ | ______

[ ] Roles follow real authority and duties.
[ ] Business-structure count rule checked.
[ ] Required individual access and signatures planned.
[ ] Operational contacts can access the evidence they need.
[ ] Staff-change actions assigned to someone permitted to perform them.

Store no personal TINs, dates of birth, passwords, or PINs here.
Next roster review: ______  Known upcoming staffing changes: ___________