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OIC Evaluation Summary
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Qualifying Criteria
Disposable Income
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Asset Equity
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Filing Compliance
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Disqualifiers / Risk Flags
Reasonable Collection Potential (RCP)
Assets
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Income
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Lump Sum RCP
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Periodic RCP
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Estimated Offer Context
Preliminary Offer Estimate
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Asset(s) impacting offer
Est. Income details affecting RCP
Preliminary Estimate is a non-binding range and not an IRS offer amount.
OIC Form Preparation
Use the OIC-specific financial statement for an individual Form 1040 OIC candidate.
Prepare 433-A (OIC)Data Source Confirmation
This evaluation is based on saved case financials and balances.
Financial review
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Balances & CSED snapshot
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