Posted by Jenn-FL on 7/31/05 9:58am
Msg #56078

Help -Req. for Transcript of Tax Return

I was asked to Fax the Tax Info Sheet - Completely filled out. Is the Form 4506-T. I have the Address, clients name, SS. Is there any other information that I am supposed to get from the client before signing.

Reply by Becca/FL on 7/31/05 10:20am
Msg #56080

The tax info. sheet is usually filled out by escrow. It is a doc that Escrow/Title completes and sends w/ the executed docs to the lender. I have never filled one out as an SA. Filled out a many working a Title Co, but never as an SA.

If you did not have it completed during the signing, you should be able to get the info you need on the property appraisers site; ie; folio # (property tax ID) taxes paid last year, when due, etc.

BTW - the tax info sheet is not the 4506.

Reply by Jenn-FL on 7/31/05 10:24am
Msg #56081

Thanks Becca - which doc are they referring to when they ask for the tax info sheet if its not the 4506.

Reply by Becca/FL on 7/31/05 10:29am
Msg #56083

iT WILL SAY "Tax Information" on the top. The form has a bunch of blank lines on it. Pull it out, fax it to me and I will try to help you. I'll be home for about 45min and then I'm off for the day.

fax 772-365-3711

Reply by Jenn-FL on 7/31/05 10:37am
Msg #56084

This tax info was included in the list of the requirements for closing loans. I have looked through every page and there is nothing that says Tax Information Sheet.

Reply by Becca/FL on 7/31/05 10:42am
Msg #56085

>>>This tax info was included in the list of the requirements for closing loans. <<<

Are you talking about the closing instrutions from lender to Title? If so, The instructions are for Title not you.

Reply by Jenn-FL on 7/31/05 10:47am
Msg #56087

Re: Help -Req. for Transcript of Tax Return

Reply by Jenn-FL on 7/31/05 10:48am
Msg #56088

Becca I just faxed the list I was talking about. Thks

Reply by Jenn-FL on 7/31/05 10:44am
Msg #56086

Thanks for your help Becca - I am thinking, The list they gave me is just a basic list of requirements and if you don't have whats on the list, don't worry about it. Is that correct.

Reply by Becca/FL on 7/31/05 10:51am
Msg #56089

I can't say without seeing the list "they" gave you. I don't know what list you are talking about. If the list you speak of is the lenders requirements for funding, don't worry about it, this is for the Title Co.

Reply by Jenn-FL on 7/31/05 10:53am
Msg #56091

Thanks Becca

Reply by Becca/FL on 7/31/05 11:00am
Msg #56093

I got your fax

What you have faxed me is an instruction sheet from the lender to the TC. The lender requires that certain docs be faxed to them to obtain a funding number before disbursing the loan.

The TC or SS may want you to fax executed docs to speed up the funding process, but it is not your responsibility to fill out the tax info. sheet. If you notice the doc says "Attention Title Agents" and not signing agents.

Reply by Jenn on 7/31/05 11:07am
Msg #56094

Re: I got your fax

Thanks Becca - besides there is not Tax Info sheet including in these Docs