Monique Powell
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Evaluate and File Appeal
✓
Wait for Briefing File
✓
Request Extension
Briefing
Wait for Decision
UCBR Decision
Evaluate and File Appeal completed
✓
Contact client to confirm they've appealed / explain review process
✓
Request hearing file/transcript from the board to evaluate merit
Wait for Briefing File completed
✓
Wait for briefing file
Request Extension completed
✓
Call client back
✓
Request 7 day extension
Briefing active
Review briefing/record research
Return call
●
Write UCBR brief
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Edit and Submit Brief
Wait for Decision pending
○
Wait for Board Decision
UCBR Decision pending
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Review Decision
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Determine next steps (if any)
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Discuss determination/next steps with client
Notes
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frickin Bengali confused 402(b) and 401(d)(1) AGAIN. go ahead and file appeal for client and request briefing. I think you've written this brief before (and if not, I'm fairly certain we have ones Meghan has written). Also I think client may need a doctors note to clear the AA issue going forward.
Anchor Dates
| Type | Date |
|---|---|
| brief_deadline | 2026-08-19 |
| briefing_file_received | 2026-07-29 |