Your transfer request could have been cancelled or expired by the system for several reasons:
- Registration Status Change: If either your registration status or the new lead’s registration status changed to a status that does not allow transfers, the system would cancel the transfer request.
- Maximum Number of Members: If the expanded affiliated group (EAG) has reached the maximum number of members allowed, the transfer request would be cancelled.
- Acceptance Deadline: If the lead did not accept the transfer within 45 days of its origination, the transfer request would expire.
- Finalization Deadline: If you did not finalize the transfer within 45 days of the lead’s acceptance, the transfer request would expire.
- System Issues: A system failure or outage on either side of the IRS-IDES connection could lead to the failure to download the transmission, which might indirectly affect the transfer request.
- Virus or File Issues: If the transmission packet failed a virus scan, contained additional files, subfolders, or was not properly formatted or signed, it could be rejected, leading to the cancellation of the transfer request.
- SOAP Envelope Validation: If the transmission file fails SOAP envelope validation, the entire transmission, including all returns, is rejected, which could result in the cancellation of the transfer request.
- Transmission Acknowledgement: If the transmission is rejected, there will only be a transmission acknowledgement, which might indicate the cancellation of the transfer request.
These reasons collectively cover the various scenarios under which a transfer request might be cancelled or expired by the system.
Sources:
Publication 5190 (2/2022)
Publication 1187 (9/2023)
Publication 4164 (10/2023)
Publication 5118 (07/2021)