A "household member" of an SBA employee includes: a) the spouse of the SBA employee; b) the minor children of said individual; and c) the blood relatives of the employee, and the blood relatives of the employee's spouse who reside in the same place of abode as the employee. See the product list below. . The Form 4506-C, 4506-T or Form 4506T-EZ must be completed fully and correctly, and then properly signed and dated by the taxpayer. Start completing the fillable fields and carefully type in required information. A separate IRS Form 4506-T must be returned with the SBA disaster loan application for. How to fill out the 4506-T Form for the SBA EIDL Loan ( 2nd round ) as well as other business and loan pur. Information about Form 4506, Request for Copy of Tax Return, including recent updates, related forms and instructions on how to file. Dear IVES Participants, We have received questions from the IVES community about the Form 4506-C, IVES Request for Transcript of Tax Return. Get ready for this year's Tax Season quickly and safely with pdfFiller! Create a blank & editable 4506 form, fill it out and send it instantly to the IRS. submission. The form authorizes the IRS to provide federal income tax information directly to SBA. gn. Lines 5 through 8 must be completed before the taxpayer signs it. We’re excited to share that the SBA recently issued SBA Procedural Notice 5000-829416 (effective March 9, 2022) that provides clear guidance regarding the allowance of both the IRS Form 8821 and Form 4506-C to request tax return transcripts and tax data for your SBA’s 7 (a) and 504 loan programs. †´ ¸¨2 £ôB ÍÂÀ i Õd` c Ò@Ì `DÆ'ƒ endstream endobj 447 0 obj >>>/Lang 444 0 R/MarkInfo >/Metadata 39 0 R/Names 474 0 R/Pages 443 0 R/StructTreeRoot 51 0 R/Type/Catalog. It’s hugely helpful. Territories that have their own taxing authority outside of theIf you need a copy of Form W-2 or Form 1099, you should first contact the payer. Effective March 1, 2023, the newly published Form 4506-C will be the only form the IRS and Certified Credit will be accepting. ” under “Tools” or call 1-800-908-9946. Bulletin COR 21-005: New IRS Form 4506-C | 01/29/2021 Jan 29, 2021 — As of March 1, 2021, the IRS will no longer accept Form 4506-T for third party requests for Tax. 13 CFR § 120. Form 4506: A tax form distributed by the Internal Revenue Service (IRS) and used to a request a copy of a previously filed tax return. The IRS Form 4506 is used to retrieve photo copies of the tax returns that were filed by the taxpayer. S-Corporation . dhs. Contact Us. Confirm you are using the March 2019 version available on the SBA. Request for Transcript- 4506-T Click to View the SBA Form 4506-T Online. The form authorizes the IRS to provide federal income tax information directly to SBA. What is for Form SBA-912?. Sign it in a few clicks. 4506-C (Rev. SBA Lenders may continue to use either IRS Form 4506-C, IVES Request for Transcript of Tax Return (Revision October 2022) or IRS Form 8821, Tax Information Authorization,. The deadline for adopting the new Form 4506-C will be February 28, 2023. A separate IRS Form 4506-C must be returned with the SBA disaster loan application for:If you need a copy of Form W-2 or Form 1099, you should first contact the payer. For example, do not include “Schedule C” or any other information. IRS Form 4506-C. Veri-tax specializes in 4506-C. However, the 10 steps to start your business; Plan your business. Financial Information Verification via IRS Form 4506-C The procedures in SOP 50 10 6, Part 2, Section A, Paragraph B. The form authorizes the IRS to provide federal income tax information directly to SBA. Get your. SBA Form 1150. The undersigned taxpayer is providing an IRS Form 4506-C, Request for Transcript of Tax Return, to Northwest Business Development Association (CDC) for CDC to obtain taxpayer’s tax return transcripts. g. Use this link below as a template for filling out your 4506. All forms are printable and downloadable. A copy of the original personal financial statements from origination, SBA Form 413 A current completed and signed . to 7 p. Purpose of this form: The purpose of this form is to collect information about the Small Business Applicant ("Applicant") and its owners, the loanRequests on Form 4506 must have a revision date of 9-2018 or later. This is the correct form the SBA wants applicants to use. 1. Failure to verify the applicant’s financial data in compliance with SBA’s guidelines may result in a denial of the SBA guaranty. 5. gov and click on “Get a Tax Transcript. Use Form 4506-T to order a transcript or other return information free of charge. If you need assistance. or equivalent must be used. Learn how to complete Form 4506T for the SBA. The IRS Form 4506-C is used to obtain IRS Tax TRANSCRIPTS. Overview | David's Bio | Brett's Bio | Shelly's Bio | Chris's Bio. Download & print with other fillable US tax forms in PDF. A completed Disaster Business Loan Application (SBA Form 5). If the SBA Lender has submitted IRS Form 4506-C to the IRS and has not received a response from the IRS within 10 business days, or has received an incomplete copy of the tax transcript (e. for verifying financial information remain the same, except the reference to IRS Form 4506-T is replaced by IRS Form 4506-C. SBA Form 1150. Use Form 4506-T to order a transcript or other return information g irs govForm 4506-T (September 2018) Department of the Treasury Internal Revenue Service . Tax verification process and. Revenue Service (IRS) has released an updated version of IRS Form 4506-C for use by authorized. The transcript format better protects taxpayer data by partially masking personally identifiable information. A completed Disaster Business Loan Application. Businesses in addition to the application and the IRS Form 4506-C we will also need current information such as a personal financial statement, a schedule of liabilities and. Taxpayers can have a copy of most forms, including forms 1040. The IRS IVES Request for Transcript of Tax Return (IRS Form 4506-C) gives the lender permission from the borrower to obtain tax transcripts from the IRS. Financial Information Verification via IRS Form 4506-C The procedures in SOP 50 10 6, Part 2, Section A, Paragraph B. See the product list below. IRS Form 4506-C. execute Form 4506 on behalf of the taxpayer. Tip. Acra Lending cannot make changes to the 4506-C form provided. Try it Now!Sep 20, 2023 — SBA uses the IRS Form 4506-C to request tax transcripts from the IRS for. gov and click on “Get a Tax Transcript. Any device and OS. SOP 50 10 6 requires SBA Lenders to obtain and verify tax information on applicants, and on sellers in the case of a business acquisition, by obtaining tax transcripts and comparing them to the tax returns or financial information provided by the applicant and/or seller, as applicable. Beginning March 1, 2023, SBA Lenders submitting requests for tax return transcripts through IVES using the prior version of Form 4506-C risk rejection of the request. Name . The form authorizes the IRS to provide federal income tax information directly to SBA. The document must be signed and dated in ink or digital e-certified electronic signature (digitized version of your handwritten signature). This will effectively cause Form 4506-C to print (or be referenced) for most loans. SBA disaster loans of up to $200,000($500,000 for Disasters declared on or after July 31st) are available to individual unit owners to repair or replace disaster damages not fully covered by insurance or other disaster recoveries. Affiliates. You have the option of submitting a paper application by mail. Because only one form can be requested per 4506-C, Docutech, by default, will configure Cx3095 to print only one copy of the 4506-C. You can apply online for all types of SBA disaster assistance loans. Federal Recycling Program Printed on Recycled Paper. 03. Retention of IRS Form 4506-C or IRS Form 8821 in SBA Lender File . File size: 733KB. ” under “Tools” or call 1-800-908-9946. The form authorizes the IRS to provide federal income tax information directly to SBA. Going Concerns Obligors must submit current interim and last year-end financial statements. Form 4506-C Questions Major changes to the form include: Reminder: Participants must be authorized to submit electronic signatures. OMB Control No. he 4506T should be completed using your name and social security number T (SSN) if you file your business on a 1040 Schedule C, E or F. Form Type Description How to Complete the 4506T Select Form Type: 1120 1120S For corporate, S corporation, or business tax transcripts. The information contained in this schedule is a supplement to your balance sheet and should balance to the liabilities presented on that form. C, 7(a) Lenders must receive verification of the status of each1. 9 Year or period requested. SBA Lenders may either become an IVES participant or may contract with a third-party IVES participant to obtain tax return transcripts through the IVES program. Austin RAIVS Team. Affiliates. Gross Receipts Documentation. You can submit your own 4506T to the IRS And have the request or as yourself and you can get them mailed to your house. gov and click on “Get a Tax Transcript. 4506-C (Rev. SBA Lenders must follow IRS Form 4506-C Instructions or risk rejection of the request by IRS. Schedule of Business Debt. execute Form 4506 on behalf of the taxpayer. Cx18927 will also be available upon request and can accommodate up to four copies per borrower to print. Originally scheduled to start March 1, 2021, the IRS will also continue to accept the current 4506-T dated (September 2019 & March 2019) through April 30, 2021. Owned by : Office of Financial Assistance. Information about Form 4506, Request for Copy of Tax Return, including recent updates, related forms and instructions on how to file. S. A current completed and signed . Review your request in your online account or on Form 4506-C. 6. You may also request any transcript type listed below by submitting Form. SBA issued Procedural Notice 5000-829416, Revisions to SOP 50 10 6 Financial Information Verification Procedures to Allow for the Use of IRS Forms 4506-C or 8821 for 7 (a) and 504 Loans (effective March 9, 2022). No software installation. 1) 4506-T , 2)SBA Form 3502 ( which, i guess replaces the need to submit a tax return) 3) 3502 ( this is just a signature , and 3) 3501, The application ( i am assuming to correct any info i might have messed up. Phone number of taxpayer on line 1a or 2a . Due to IRS document requirements, we are unable to accept the document. The IRS will send your tax records to the lender only if you approve the request. Easily complete a printable IRS 4506-T Form 2019 online. The IRS Form 4506-T must be completed and submitted with each SBA disaster loan application, even if you are not required to file a federal income tax return. You can quickly request transcripts by using our automated self-help service tools. A separate IRS Form 4506-T must be returned with the SBA disaster loan application for. • Lender’s Application for Guaranty (SBA Form 1920) – this form is completed by the lender. The IRS Form 4506-T must be completed and submitted with each SBA disaster loan application, even if you are not required to fil. snail-mail to the requestor. S. Financial Information Verification via IRS Form 4506-C The procedures in SOP 50 10 6, Part 2, Section A, Paragraph B. Beginning March 1, 2023, SBA Lenders submitting requests for tax return transcripts through IVES using the prior version of Form 4506-C risk rejection of the request. Phone number of taxpayer on line 1a or 2a . You can quickly request transcripts by using our automated self-help service tools. If your busines appears as a Schedule C, E or F on your individual 1040 return, put you and your spouses names and SSNs on lines 1 and 2. Click on the fillable fields and put the required data. You can quickly request transcripts by using our automated self-help service tools. You will be notified of your assigned campus contacts and where to submit your Form 4506-C requests after your acceptance into the IVES Program. Small Bustness Admnistrabon Office of Disaster, 1492S Kin titForm 4506-C (October 2022) Department of the Treasury - Internal Revenue Service IVES Request for Transcript of Tax Return OMB Number 1545-1872 Do not sign this form unless all applicable lines have been completed. What's New. Complete the necessary fields that are marked in yellow. (Forms 4506-T and 4506T-EZ are used by taxpayers to request a transcript of tax return. For more information about Form 4506-C. No software installation. You can quickly request transcripts by using our automated self-help service tools. Line 2b: Enter your spouse’s Social Security number, if you filed a joint return. business days, the SBA Lender: i. *Special Note There are many versions of the 4506-T available on the IRS website. Home Forms and Instructions About Form 4506, Request for Copy of Tax Return About Form 4506, Request for Copy of Tax Return Use Form 4506 to: Request a. Phone number of taxpayer on line 1a or 2a SignatureTO: All SBA Employees and SBA Lenders SUBJECT: New IRS Form 4506 for use by IRS IVES participants CONTROL NO. gov; and the SBA Commercial Loan Servicing Center West located at 801 R Street, Suite 101, Fresno, CA 93721, fax: 202-481-0663, email:. Start the process by filling out the SDDC 504 Loan application form. The next form is the Request for Transcript of Tax Return (IRS Form 4506-T) According to the SBA Instructions, this form is the Tax Information Authorization (IRS Form 4506T), and needs to be completed and signed by each applicant, each principal owning 20 percent or more of the applicant business, each general partner or managing. 10-2022) Form . 2) Verification of USCIS Status: As set forth in SOP 50 10 6, Part 2, Section A Ch. Transcripts are only available for the following returns: Form 1040 series, Form 1065, Form 1120, Form The form authorizes the IRS to provide federal income tax information directly to SBA. ODA Form P. Learn more SBA's Economic Injury Disaster Loan Information. Note: Effective March 1, 2023, the Form 4506-C revision date 10-2022 is theEnter your designee’s full name and mailing address. Support. El Formulario 4506-T del IRS debe completarse y entregarse con cada solicitud de préstamo por desastre, aunque usted no esté obligado a rendir una. 4506-C (October 2022) Department of the Treasury - Internal Revenue Service. Este formulario autoriza que IRS provea información tributaria previamente radicada directamente a SBA. Updates Regarding IRS Form 4506-C and Tax Return Transcripts and Clarification To . In addition, for the 504. Gross Receipts Documentation. When tax return transcripts must be requested from the IRS Fannie Mae’s requirements for obtaining a signed Form 4506-C from the borrower at or before closing. 3-2019) (sba. In accordance with the Economic Aid to Hard-Hit Small Businesses, Non-Profits,. Submission of the requested information is required to make a determination regarding complianceTitle: SAMPLE ONLY - Example of completed SVOG 4506-T Form Created Date: 5/6/2021 11:15:34 PMHi, I appealed the denial from the SBA and keep getting their generic replies: - We have received your completed IRS Form 4506-T. SBA Lenders must retain in their loan file whichever IRS form10 steps to start your business; Plan your business. 2. SBA Lenders must continue to use the appropriate coversheets with IRS Form 4506-C. The form may also be used to provide detailed information on your tax return to the third party if you need it. 0451 for all e-signed 4506-C forms. You must submit the completed loan application and a signed and dated IRS Form 4506-C giving permission for the IRS to provide SBA your. See instructions. L. 10-2022) Form . It must be filled by the taxpayer and sent to the IRS. Beginning March 1, 2021, all IVES requests must be submitted on IRS Form 4506-C. Sign Here . me, rum, city, different on tax return fill out tine 4 If the or tax ts to as c arg U. 10-2022): fill, sign, print and send online instantly. 2. of IRS Form 4506-C, the SBA Lender may rely on this stamp receipt of the filed tax return as evidence that the tax return was filed and continue with the application process. C. 3 (4-93) MS Word Edition; previous editions obsolete Must be accompanied by SBA Form 58 Federal Recycling Program Printed on Recycled Paper SBA Procedural Notice. may also be asked to provide an IRS Form 4506-T to allow the SBA to request tax information on the applicants’ behalf. Originally scheduled to start March 1, 2021, the IRS will also continue to accept the current 4506-T dated (September 2019 & March 2019) through April 30, 2021. The taxpayer must only sign and date once the Form 4506-C is completely filled out, which would include Line 5a information. • Borrower Information Form (SBA Form 1919). Use Form 4606-C, IVES Request for Transcript of Tax Return, to request tax return information through an authorized IVES participant. to download the SVOG-specific version of IRS Form 4506-T as a fillable PDF. Get ready for this year's Tax Season quickly and safely with pdfFiller! Create a blank & editable 4506 form, fill it out and send it instantly to the IRS. March 1, 2023, any 4506-C submit on a form revision prior to 10/2022 will be rejected. Download . If you have further questions after reviewing this information. SBA business days, the SBA Lender: i. 3 (4-93) MS Word Edition; previous editions obsolete Must be accompanied by SBA Form 58 . 205-206), this notice. Cross-program eligibility on SBA COVID-19 relief options. We encourage you to review the form in its entirety. must specify the. . 0451 for all e-signed 4506-C forms. Download . 2. SBA Form 770 . The new form is the IRS Form 4506-C, IVES Request for Transcript of Tax Return. Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506. The IRS Form 4506-to download the SVOG-specific version of IRS Form 4506-T as a fillable PDF. a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. September 2013) Department of the Treasury Internal Revenue Service Request may be rejected if the form is incomplete or illegible. 5. A 4506-T form can be used to request transcripts of a Form 1040 individual tax return, or transcripts from Forms W-2, 1098, 1099 and 5498. ave a copy of your 2019 Federal Tax Return available for reference when completing the H 4506T. SBA makes physical disaster loans of up to $2 million to qualified businesses or most private nonprofit organizations. Federal Recycling Program Printed on Recycled Paper. 4. Signatory confirms document was. SBA requires. December 18, 2020. Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506-T. This would typically take up to 60-days for the requestor to receive because they were printed out and mail. SBA Form 1920 (Revised 09/20) P a g e | 1 . The form 4506-T had the form 1120 but I filed form 1040 scheduled C. Step 2 - Certification documentsalready in progress, IRS will accept the prior version of IRS Form 4506-C through February 28, 2023. SBA Form 1353. ines 6a-c • Line . Although the form can be completed online, you must print and . Download . gov and click on “Get a Tax Transcript. On November 1, 2022, the IRS published an updated announcement setting the IVES/4506-C rollout to be. 11-2021) El(la) suscrito(a) certifica que ha leído la cláusula de atestación y tras leerla declara que tiene la autoridad para firmar el Formulario 4506 (sp). Securely download your document with other editable templates, any time, with PDFfiller. 4506-C (October 2022) Department of the Treasury - Internal Revenue Service. This is the phone number for the IRS business line: 800-829-4933. Download . Request may be rejected if the form is incomplete or illegible. Puerto Rico: The SBA will send required forms via email to the applicant. Tip. The only form the SBA can accept is the SVOG-specific version of IRS Form 4506-T. SBA Form 770 . SBA requires you to complete the IRS Form 4506-T as a part of your disaster loan application submission. 5. 02. How to fill out 4506 t form: 01. sba 4506-t 2021. Name . 4506T – This was the next iteration and issued. 02. See instructions. Form 4506-C. US SBA, Santa Ana NDLRC - 200 W Santa Ana Blvd, Suite. IVES Request for Transcript of Tax Return. You have the option of submitting a paper application by mail. Do not. Use Form 4506-T to order a transcript or other return information free of charge. SBA Form 2202 Schedule of Liabilities. Form 4506-C is used to allow the lender to request the borrower’s. Please complete the forms and send them back to the SBA. The Curious Case of Form 4506-T and FHA. . To get a copy of the Form W-2 or Form 1099 filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments. In short, Form 4506-C is also known as Request for Transcript of Tax Return. Effective: March 9, 2022. For the Business Entity ; For each individual owner over 20%. Step 2 – Line 1a Enter your Name on line 1a. already in progress, IRS will accept the prior version of IRS Form 4506-C through February 28, 2023. Forms Form 4506-C, IVES Request for Transcript of Tax Return PDF Use Form 4606-C, IVES Request for Transcript of Tax Return, to request tax return. The IRS Form 4506-T must be completed and submitted with each SBA disaster loan application, even if you are not required to file a federal income tax return. S. Find tips for applying and see a list of required information. g. 3 (4-93) MS Word Edition; previous editions obsolete Must be accompanied by SBA Form 58 . The IRS Form 4506-T must be completed and submitted with each SBA disaster loan application, even if you are not required to fil. Learn. El Formulario 4506-T del IRS debe completarse y entregarse con cada solicitud de préstamo por desastre, aunque usted no esté obligado a rendir una. Draw your signature, type it, upload its image, or use your mobile device as a signature pad. PART I . Retention of IRS Form 4506-C or IRS Form 8821 in SBA Lender File . Use Form 4506-T to order a transcript or other return information free of charge. The IRS Form 4506-T must be completed and submitted with each SBA disaster loan application, even if you are not required to file a federal income tax return. The undersigned taxpayer consents to CDC, the U. (IRS). for verifying financial information remain the same, except the reference to IRS Form 4506-T is replaced by IRS Form 4506-C. e a federal. Originally scheduled to start March 1, 2021, the IRS will also continue to accept the current 4506-T dated (September 2019 & March 2019) through April 30, 2021. Download . Financial Information Verification via IRS Form 4506-C The procedures in SOP 50 10 6, Part 2, Section A, Paragraph B. There are two address charts: one for individual returns (Form 1040 series) and one for all. IRS Form 4506-C (SBA disaster loan) Last updated September 20, 2023. The IRS just announced a 60-day extension for their new IRS Form 4506-C, which will replace the current IRS form 4506-T. Form 4506-C was signed by an authorized representative; Signatory confirms document was electronically signed; Form 4506-C was signed by an authorized. Form 4506-C was signed by an Authorized Representative. submission. Residential purchase agreement nevada. 1545-1872. See the product list below. File size: 77KB. A completed Tax Information Authorization (IRS Form 4506-C), and the latest nonprofit tax returns filed with the IRS, if available. ” under “Tools” or call 1-800-908-9946. May proceed to close and disburse the loan;Este formulario autoriza que IRS provea información tributaria previamente radicada directamente a SBA. Valuations provided for realty mortgaged to SBA or subject to judgment by SBA are supported. In addition, any false statement or misrepresentation to SBA may result in criminal, civil or administrative sanctions including, but not limited to: 1) es and imprisonment , or both under 15 U. Step 2 – Line 1a Enter your Name on line 1a. 4506 can take the IRS up to 60 days to complete. File size: 377KB. El formulario 4506-C del IRS debe completarse y entregarse con cada solicitud de préstamo por desastre, aun si no tiene usted obligación a presentar una declaración de impuestos federales. ” under “Tools” or call 1-800-908-9946. 02. Line 1a: Enter your name as it's shown on your tax returns. un. The IRS recently announced that it will be replacing the form 4506-T IRS Tax Transcript Request with a new form, the 4506-C. This income information, obtained from the IRS, will help us determine your repayment ability. Fannie Mae requires lenders to have each borrower whose income (regardless of income source) is used to qualify for the loan to complete and sign a separate IRS Form 4506-C at or. Schedule of Previous Government Financing. 4506-t how to fill out form 4506-t 4506-t form pdf 4506-t form sba irs form 4506 irs form 4506-t verification of non-filing 4506-t form sba 2021 irs form 4506-c. A current completed and signed . My question pertains to the EIDL , loan. Financial Information Verification via IRS Form 4506-C The procedures in SOP 50 10 6, Part 2, Section A, Paragraph B. B. Cx18927 will also be available upon request and can accommodate up to four copies per borrower to print. The only form the SBA can accept is the SVOG-specific version of IRS Form 4506-T. Aunque este formulario está disponible en línea, no se puede transmitir electrónicamente. 1-06, Requirements and Uses of IRS IVES Request for Transcript of Tax Return Form 4506-C, for details about obtaining a signed Form 4506-C from the borrower. Once document is completed, press Done. SBA Procedural Notice 5000-829416 also revised the document retention guidance throughout SOP 50 10 6 to include the IRS Form 8821, if used by the SBA Lender to verify small business borrower financial information. 9 Year or period requested. Use Form 4506-T to order a transcript or other return information free of charge. New IRS Form 4506 for use by IRS IVES participants. Transcripts utilizing IVES. SBA Lenders must follow IRS Form 4506-C Instructions or risk rejection of the request by IRS. Complete a blank sample electronically to save yourself time and money. You may use your own form if you prefer. 8. Note: This form must be received by IRS within 120 days of the signature date. gov) 3. he 4506T should be completed using your name and social security number T (SSN) if you The purpose of this Notice is to extend the previously provided guidance provided in SBA Procedural Notice 5000-829416, which revised the procedures set forth in SOP 50 10 6 relating to the Tax Transcript/Verification of Financial Information process 7(a) Lenders and Certified Development Companies (collectively, “SBA Lenders”) use to verify small business borrower financial information. Download and print the form to get started. ” For the Export Working Capital Program (EWCP), the use of SBA Forms 1919/1920 for all EWCP loan applications due to ExIm Bank’s decision to convert the EIB-SBA Joint Form 84-1 to a form for use by ExIm Bank only. 4506 (sp) (Rev. Forms submitted with. Tax Authorization (Form 4506-T) 20% Owners/GP/50% Affiliate Most recent Business Tax Return Personal Financial Statement (Form 413) 20% Owners/GP Schedule of Liabilities (Form 2202)Form . The IRS must receive Form 4506-C within 120 days of the date signed by the taxpayer or the form will be rejected. OMB No. We are your one-stop shop for SBA 504 loans in the Kansas City area. Ensure that all applicable lines are completed before signing. Do not sign this form unless all applicable lines have been completed. Form 4506-C (October 2022) DISASTER Department of the Treasury - Internal Revenue Service. The new form is the IRS Form 4506-C, IVES Request for Transcript of Tax Return. A separate IRS Form 4506-T must be returned with the SBA disaster loan application for: (1) each disaster loan applicant (individuals filing joint returns may use a single IRS Form4506-T),. You must submit the completed loan application and a signed and dated IRS Form 4506-C giving permission for the IRS to provide SBA your tax return information. To process your application we need current financial information such as a personal financial statement, a current profit-and-loss statement, balance sheet and a list of debts. If an individual listed above is married and filing separately, his/her spouse must also provide copies of completed tax returns for the same period as well as a signed and completed Form 4506-T. *Special Note There are many versions of the 4506-T available on the IRS website. C. The purpose of this notice is to inform all SBA Employees and all SBA Lenders that the IRS issued IRS. You’ll find links below to the application and to SBA forms. See the product list below. SBA will send an inspector to estimate the cost of your damage once you have completed and returned your loan application. If electronic signatures are not feasible, then when obtaining a wet ink signature withoutComplete a separate Form 4506-A for each organization. 3 (4-93) MS Word Edition; previous editions obsolete Must be accompanied by SBA Form 58 . 4506 C or by resubmitting a copy of the IRS Form 4506 C to IRS with the notation “Second Request” in the top right hand side, as applicable; Procedural Notice 5000-20016. Signature: The Primary Taxpayer and/or Spouse (if joint return) MUST sign the form. SBA Form 3173 (09/21) 3.