JPMorgan Chase Benefits Payment Customer Service Issues

Good Afternoon, My name is Julie Stanfield and I work at Chesapeake Financial Planning and Tax Services. I am reaching out on behalf of my client, Ms. Patsy Davis. We are trying to obtain a [redacted] form from the [redacted] tax year. Ms. Davis received an IRS notice indicating that she failed to report this income, but she does not have a record of the [redacted] form. The IRS supposedly requested the form from JP Morgan Chase at PO Box [redacted], Lincolnshire, IL, back in June to be sent to Ms. Davis, however, she has not yet received it. We are desperately seeking assistance because our client received an IRS notice in June regarding a potential balance due of approximately $7,[redacted], and we only have a 90-day deadline. Any help or guidance you can provide would be greatly appreciated. Sincerely, Julie

My mother, Jane G., receives a small pension from Blanchard Valley Hospital in Findlay, Ohio, through your organization. Due to her declining health, she has moved to a nursing home, and I, her Power of Attorney, am now managing her affairs. To qualify for Medicaid, I require income verification for her monthly pension payments. The caseworker has set a deadline at the end of February, and I would appreciate your prompt assistance in providing this documentation. Jane's payment group is 700143B01, with the last four digits of her SSN being [redacted], and she receives $[redacted].77 per month. Thank you for your help in this matter.