SHADOW — Commander Hands-On Checklist

🔴 Urgent — Do These First

1. IRS Call Kwong · Jul 10

Call: 1-800-829-4933 (Business) or 1-800-829-1040 (Individual)

Have ready: SSN · HMR EIN · business name · 33 Sexton St Suite 6, Struthers OH 44471

Pull HMR 2020 account transcript (P0 — needed before Racole files) Pull HMR 2020 W-2 PDFs (P1) Pull HMR 2021 account transcript (P2 — recommended) REMOVE National Tax Credits as authorized rep / POA — have them pull that firm's Form 2848 (your SSN + HMR EIN) Ask what else is needed for Kwong / Form 843

2. Barb — Final PASSPORT Billing By Jun 30

Service dates through 6/30 only. From 7/1 she's MyCare / MOLINA.

Export Barb's Sandata EVV visits through June 30 Call Jolene Kikta, Direction Home: 330-505-2333 — confirm auth cap + auth number Submit in DDE: dde.age.ohio.gov · NPI 1427722099 · Medicaid 0161905 Codes T1019 / S5130 / T1005 (15-min units, 1hr = 4) From July 1 → switch Barb to MyCare Ohio / MOLINA

Never put internal Passport provider #2245026 on any outside form.

3. Anthem — Sign 4 PDFs & Email

Files: LANE_B_THINKBOX → ANTHEM_MYCARE_SUBMIT_READY → forms_sign_ready

Add phone if required, sign + date all 4 PDFs Email to: ohltssproviderinquiries@anthem.com CC: Kaitlin.Lally@anthem.com (440-602-2088)

No Passport #2245026 anywhere on these forms.

4. VA Logins — Send Today

Portal: rize44.app/portals/va-portal.html

How-to: rize44.app/portals/va-howto.html · Password: Alumni1

Joan Abejero — jabejero@helpmerisecorp.com Mary Grace Sequera — mgsequera@helpmerisecorp.com Ana / Malou Lacao — alacao@helpmerisecorp.com

"Your SHADOW VA Portal is live. Log in at rize44.app/portals/va-portal.html with your @helpmerisecorp.com email and password Alumni1. Read your how-to guide first: rize44.app/portals/va-howto.html"

5. Ashtabula — Send Proposal

File: Ashtabula_AACS_Ecosystem_Proposal_SEND_READY.docx

Email to: lisa.newsome@aacs.net (440-992-1201)

📋 This Week

6. June Cohort — Give Claude the Scores

Pass/fail scores trigger certs + congrats emails automatically.

A'Destiny Williams — desawilliams05@icloud.com Karen Smith — kdjjn4@gmail.com Christina "Chrissy" Pizarro — pizarrochrissy95@gmail.com

7. Adele — Upload Check Images to Vault

2025 HMR income from Adele = $75,000 (locked).

Upload 4/3/25 ($25,000) Upload 8/2/25 ($25,000) Upload 11/6/25 ($25,000) Upload 12/3/24 ($25,000 — 2024 tax year) Upload 6/22/26 ($25,000 — today)

8. Kwong — Contact Racole Jul 10

Finish IRS call first (#1) Tell Claude transcripts are in → gate opens → forward Racole the portal link

18 days left — the only live clock in the system.

9. OHID — Account Merge

Call: 1-800-686-1516 opt 3

Test Cbo313 account (#74249520) — confirm active + password Request merge: #76027742 (Hmr2019) + #74249520 (Cbo313) Fix name "Clarence Barnees" → "Clarence Barnes" on #76027742

10. $25K Allocation — Write the List

Known: Mom $1,500 · Demetrius $1,200 · Kelvin $4,000 · Hector $4,000 · Commander $4,000

Confirm amounts + where any remainder goes → tell Claude to lock it

11. Nurse-Contacts — Point Lane C to the List

Tell Claude where the list lives (Drive path / Sheet tab / CSV) → Lane C loads it

✈️ Plan Now — Upcoming

12. Texas Trip (~Jul 3)

On arrival: TX driver's license · TX bank account · virtual office address.

Chase DeSoto: 900 N Polk St · BofA DeSoto: 931 W Belt Line Rd

Book flight (departure airport → DeSoto TX area) Book rental car Confirm 3 days with aunt re: stay

13. Boston — Women & Entheogens Conf (Jul 24–27)

Venue: The Guild, 260 Washington St, Dorchester MA 02121

Confirm vendor table ($160) Book lodging Jul 24–27 (Airbnb ~$196/night) Prep: business cards · flyers · worker-interest signup · HMR-MA leave-behinds