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CA Department of Insurance

Appendix A - Payment Inquiry

The following is a sample script when making an inquiry about a tax payment:

STEP 1 DIAL: 1-800-554-7500
STEP 2 System: Welcome to the California EFT System. If you are calling from a touch tone phone, please press "1" now. If you have a rotary phone, please hold the line for operator assistance.
Caller: Hold for operator assistance.
STEP 3 Operator: Welcome to the California EFT System. Which agency are you reporting for?
Caller: California Department of Insurance.
STEP 4 Operator: Is this a payment, cancellation, inquiry, or security code change?
Caller: Inquiry.
STEP 5 Operator: What is your EFT taxpayer ID number? (TIN)
Caller: _ _ _ _ _ _ _ _ (8 digits).
STEP 6 Operator: What is your security code?
Caller: _ _ _ _ (4 digits).
STEP 7 Operator: What is the reference number of the payment you wish to inquire about?
Caller: _______.
STEP 8 Operator: Do you wish to inquire upon additional payments?
Caller: Yes - skip to step #10.
No - proceed to next step.
STEP 9 Operator: Do you wish to perform additional functions?
Caller: Yes - return to step #4.
No - Thank you for using the California EFT System.
STEP 10 Operator: Is this inquiry for the same EFT Taxpayer ID Number?
Caller: Yes - return to step #7.
No - return to step #3


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