Phone: 941-954-9991 Fax: 941-954-9992

www.berlinpatten.com

Let our experience work for you.

Berlin Patten has substantial experience in coordinating and closing short sale transactions. The attorneys on staff are available to provide consultations to parties who are considering a short sale, or who otherwise have questions regarding the short sale process. Our firm is one of the few firms in the region with personnel whose sole function is to coordinate, handle, and close short sale transactions. Having a dedicated “short sale staff” facilitates greater communication with the relevant parties, including the lenders. More importantly, having a dedicated short sale staff dramatically enhances the prospects of a successful completion to short sale transactions.

Berlin Patten’s core philosophy focuses on customer service and communication. As such, from contract to closing, all parties receive a weekly email notification detailing the status of the transaction. The goal is to make sure that the short sale parties are well informed about the process, eliminating confusion and frustration, and more importantly, enhancing the prospects that the short sale transaction will be approved and closed.

Phone: 941-954-9991 Fax: 941-954-9992

Short Sale Documentation Check List

Documents to be provided by Realtors:

Executed Purchase and Sale Contract (Most lenders require the use of the FAR/BAR AS-IS contract)

Executed Short Sale Addendum

Questionnaire for All Parties (Seller, Buyer, Listing Agent, Selling Agent)

Executed Listing Agreement

MLS Print out

Buyer’s Pre-Approval Letter / Buyer’s Proof of Funds to Close

Documents to be provided by the Sellers:

Lender Specific Documents (Please provide us with your Lenders’ names, so we can send you any Lender

specific documents)

Berlin Patten Seller Questionnaire (Included in this package)

Berlin Patten Short Sale Agreement (Included in this package)

Third Party Authorization (included in this package)

Making Home Affordable documents for HAFA (If applicable, included in this package)

710 Financial Worksheet Form (Included in this package)

IRS 4506 –T (Included in this package)

Hardship Letter (Signed and dated; see sample letter included in this package)

2 Months Bank Statements (All Pages & All Accounts)

30 days of Paystubs

Unemployment Statement (If Receiving Unemployment)

Year-to-date Profit and Loss Statement (If Self-Employed)

Pension or Social Security Award Letter (If applicable)

2 Most Recent Signed & Dated Tax Returns with All Schedules and W2s

Recent Statements for All Lien Holders

Utility Bill (If Primary Residence)

Condominium /Homeowners Association Contact Information

Foreclosure Pleadings and Other Foreclosure Information (If Applicable)

Prior Owner’s Title Insurance Policy

Prior Survey with No Changes

Phone: 941-954-9991 | Fax: 941-954-9992

Seller Closing Questionnaire

1 Subject Property Address: 2 Seller(s) Contact Information (please print): *Please note that it is imperative that a valid e-mail address be provided to insure proper communication with the

parties.

Seller 1: Full Legal Name: Email: Address for Closing Documents: Primary Contact No: Secondary Contact No: Date of Birth: Social Security Number: Gender: Marital Status: Seller 2: Full Legal Name: Email: Address for Closing Documents: Primary Contact No: Secondary Contact No: Date of Birth: Social Security Number: Gender: Marital Status:

*Please Note: If Seller is a corporation or other entity that has a separate TIN, fill in that number instead of your personal TIN. 3 Are you a non-resident alien or foreign entity subject to FIRPTA withholding? □ Yes □ No

If yes, have you applied for a FIRPTA Tax Exemption? □ Yes □ No

4 How do you prefer to receive your closing documents for signature? □ Attend closing in our office □ Via e-mail

5 Is the property you are selling your: □ primary residence □ secondary home □ other 6 Do you have your Owner’s Title Insurance Policy? □ Yes □ No (If yes, please provide) 7 Please provide the following condominium/homeowner’s association information (if applicable).

Association: Contact Person: Phone Number: Fax: Are HOA dues current?:______________________________________________________________________

8 Please provide your loan information (if applicable): Loan 1: Loan 2: Lender: Lender: Phone Number: Phone Number: Fax: Fax: Loan Number: Loan Number:

I/We do hereby authorize Berlin-Patten, PLLC and/or its employees to obtain payoff information related to the above referenced loans. ________________________________________ Seller Signature Seller Signature ________________________________________ Print Name Print Name Date: __________________________, 201__ Date: _____________________________, 201__

Phone: 941-954-9991 Fax: 941-954-9992

Short Sale Agreement

This Short Sale Agreement (this “Agreement”) is entered on the date set forth below by and between the undersigned individual(s)/entity executing this Agreement below (the “Seller”) and Berlin Patten, PLLC (the “Firm”).

Seller has requested that Firm request Short Sale Payoff(s), (as hereinafter defined) of its Mortgage(s) (as hereinafter defined), and Firm has agreed to do so subject to the terms hereof. Seller and Firm hereby agree as follows:

1. Seller has represented to Firm that it has __________ (if left blank, then one (1)) mortgages (the

“Mortgages”) which currently encumber the property described in the Mortgages (the “Property”) for which Short Sale Payoff(s) will be attempted hereunder. Seller has requested that the Firm attempt to contact the holder’s of the promissory notes secured by the Mortgages (each a “Lender”) to inquire about the Lender’s willingness to accept a reduced payoff amount(s) (each a “Short Sale Payoff”) in order to permit the Property to be sold and conveyed to a third party.

2. During the term of this Agreement, Firm will use reasonable efforts to attempt to contact the Lender(s) to

secure the Short Sale Payoff(s). Seller understands that although Firm is a law firm, this Agreement establishes no agreement, understanding, or commitment to Seller to do anything other than attempt to contact the Lender(s) to inquire as to the amount and terms of any Short Sale Payoff(s). Specifically, but without limitation, this Agreement does not obligate the Firm to (a) provide foreclosure or other litigation defense, or (b) assistance in negotiating the reduction or elimination of any amounts due and owing to any other party, including homeowner’s and condominium associations, IRS tax liens, and other creditors, for which the Firm charges additional fees pursuant to separate agreements.

3. For and in consideration of the services to be provided by Firm hereunder, Seller hereby agrees to pay Firm the amount(s) set forth in the fee schedule attached hereto as Exhibit “A,” and in the manner prescribed therein.

4. Seller hereby agrees to cooperate with Firm to timely provide any information as may be requested and/or

required by the Lender(s) and/or the Firm. Seller understands that such information may include, but is not limited, to tax returns, bank statements, and other financial or personal information. Any information provided to the Firm shall be true and correct in all respects, and Seller hereby indemnifies and holds Firm harmless from any and all claims pertaining to the failure to provide accurate, reliable, and complete information to any Lender.

5. In the event the Short Sale Payoff(s) are obtained, Seller understands that the Lender(s) may offer to “release” its/their security interest against the Property in exchange for less than the total amount due under the note(s). However, the note is not then deemed satisfied. Seller understands that under such a scenario, Seller may still be responsible for the difference between the original note amount and the approved Short Sale Payoff amount (a “Deficiency”). Seller has considered the tax and bankruptcy consequences by consulting with its tax and bankruptcy advisors respectively (note, the Firm has not, does not, and will not provide advice or legal counsel to Seller concerning the tax or bankruptcy implications of proceeding with a short sale), and Firm is hereby requested to attempt to request a full satisfaction and release whereby the Lender satisfies the note in full, waives any Deficiency, and releases its lien against the Property. However, Firm cannot make any commitments or promises in this regard, and in MOST cases, a Lender will agree to a Short Sale Payoff, but not agree to waive the Deficiency, meaning the Seller will still owe all or some portion of the balance due under the note.

6. Seller acknowledges that a full satisfaction obtained from Lender may have tax consequences for Seller

and that Seller has been advised to seek the advice of a tax professional. Seller’s direction to Firm to attempt to cause a waiver of the Deficiency has been made in consultation with its tax advisor, and Firm has given Seller no advice in this regard. Seller has had the opportunity to discuss this Agreement with

Seller’s personal tax attorney and tax advisor, and after considering all available options, Seller has elected to enter into this Agreement.

7. Seller acknowledges that proceeding to secure Short Sale Approval(s) may have bankruptcy consequences

for Seller and that Seller has been advised to seek the advice of a bankruptcy attorney (the Firm does not offer Bankruptcy advice in connection with Short Sales). Seller hereby affirms that it has not filed for bankruptcy and will not do so without notifying Firm, at which point this Agreement shall terminate and Firm shall be relieved from its responsibilities hereunder. The parties hereto acknowledge that Firm is not a debt relief agency and does not provide assistance with bankruptcy filings. Firm does not provide bankruptcy information, advice, counseling, document preparation, filing, or any other representation related to existing or prospecting bankruptcy.

8. Firm makes no representation, covenant, warranty, or commitment to Seller that it can obtain the Short Sale Payoff(s), the time that it may take to do so, or the amount thereof. If Firm is unsuccessful for any reason in obtaining the Short Sale Payoffs, Seller hereby agrees to release Firm for, from and against any responsibility or liability therefore. The undersigned agree that there have been no guarantees or promises made to them by the Firm, or any closing agent, listing agent or brokerage firm with regard to the likelihood that the Deficiency will be waived, reduced, or otherwise settled.

9. This Agreement contains the entire agreement of the parties hereto, and any representations, inducements,

promises or agreements, oral or otherwise, between the parties not embodied herein shall be of no force or effect. The provisions of this Agreement shall inure to the benefit of and be binding upon the parties hereto and their respective heirs, administrators, executors, personal representatives, successors and assigns. If any provision of this Agreement, or the application thereof to any person or circumstance, shall for any reason and to any extent be invalid or unenforceable, the remainder of this Agreement and the application of such provision to other persons or circumstances shall not be affected thereby but rather shall be enforced to the greatest extend permitted by law. The prevailing party in connection with any action to enforce this Agreement shall be entitled to attorneys fees and costs.

10. Seller hereby understands and agrees that keeping the parties fully informed of the Seller’s intentions regarding the Deficiency and the status of the short sale approval process in general is critical in order to better insure the successful completion of the short sale transaction. Accordingly, Seller hereby authorizes and directs Firm to provide copies of the terms of the Short Sale Payoff(s) (if obtained) to the closing agent, Seller’s real estate agent, any potential purchaser of the Property, and their agents. Seller also authorizes and directs Firm to provide weekly updates to the closing agent, Seller’s real estate agent, any potential purchaser of the Property and their agents, and to otherwise provide such parties with information concerning the status of the short sale approvals from time to time to keep each such party fully informed.

SELLER(S): FIRM:

BERLIN PATTEN, PLLC By: Evan N. Berlin, President Print Name Print Name:

EXHIBIT “A” TO SHORT SALE AGREEMENT FEES AND PAYMENT

The undersigned Seller(s) acknowledge and consent to the following fees and payment terms:

1. Short Sale Fees. Seller hereby agrees to pay Firm $1,500.00 for the first Short Sale Payoff it secures hereunder, and $1,500.00 for each additional Short Sale Approval or other lien release (e.g., Federal Tax Lien, HOA Lien, etc.) it secures to facilitate the closing (the “Short Sale Fees”). If Firm is also conducting the closing, Seller hereby agrees to also pay the Firm’s customary title and closing fees (the “Closing Fees”). The Short Sale Fees and Closing Fees shall be payable upon the closing of the Property. If any Lender fails to approve or permit all or any portion of the Short Sale Fees and Closing Fees, Seller hereby agrees to pay to Firm the difference on or before any closing involving the Property

Example: Seller has one mortgage with Lender. Lender provides a short sale approval letter but reduces the Short Sale Fees to $500.00. Seller will be responsible for $1,000.00 at closing which represents the balance of the Short Sale Fees.

2. Additional Short Sale Fees. There are instances in which one or more Buyers terminate(s) a contract and

a new Buyer (the “New Buyer”), enters into a new contract with the Seller. The Seller understands that the Firm generally must restart the short sale approval process, resubmit an entirely new hardship package, and start negotiations over with the short sale lender(s). As such, the Short Sale Fees shall be increased by $500.00 for each instance in which the Firm is asked to obtain a new Short Sale Payoff for each New Buyer (the “Additional Short Sale Fees”, and collectively the Short Sale Fees and Additional Short Sale Fees shall be referred to as the “Short Sale Fees”). All Short Sale fees shall be payable at closing. If any Lender fails to approve or permit all or any portion of such Short Sale Fees, Seller hereby agrees to pay to Firm the difference on or before any closing involving the Property.

Example: Seller has one mortgage with Lender. The Buyer on the first contact terminates. A new Buyer (i.e., New Buyer) submits an offer to the Seller. Seller accepts the New Buyer’s offer. The Short Sale Fee due hereunder shall be $2,000.00.

3. Seller Termination Prior to Short Sale Approval. If Seller elects, for any reason, not to proceed with the

short sale transaction prior to any contractual short sale approval deadline (as may be extended from time to time), then the Short Sale Fees shall then become immediately due and payable by Seller.

4. Seller Termination After Short Sale Approval. If Firm obtains the Short Sale Payoff(s), and in connection therewith, the Lender(s) have cumulatively agreed to accept fifty percent (50%) or less of the resulting Deficiency and release any and all liens encumbering the Property, then the Short Sale Fees shall be immediately due and payable if Seller rejects the terms of the Short Sale Payoff(s) or otherwise refuses to close in accordance therewith.

Example: Seller has one mortgage with Lender in the amount of $100,000.00. A contract in the amount of $50,000 is submitted to the Lender, leaving a possible Deficiency of $50,000.00. If Lender agrees to accept less than one half of the possible Deficiency (i.e. $25,000 or less), then the Short Sale Fee shall be due hereunder if Seller elects not to proceed.

Acknowledged and agreed to by the undersigned Seller(s) SELLER(S):

Print Name: Print Name: Date: Date:

Phone: 941-954-9991 Fax: 941-954-9992 1819 Main Street, Sarasota FL 34236

Third Party Authorization Form

Borrower: ____________________________________________________________ Property Address: ______________________________________________________ Loan Number: _________________________________________________________

I hereby authorize _______________________________ (the “Lender”) to discuss the undersigned borrower’s request for loan payment/workout assistance with the individual(s) identified below as the borrower’s designated agent(s) (hereinafter collectively the “Designated Agent”). Further, Lender is hereby authorized to negotiate the terms of a workout agreement with the undersigned borrower’s Designated Agent and to deliver documents to the undersigned borrower’s Designated Agent which concern any request for payment assistance and/or workout assistance. The undersigned borrower(s) understand that he/she/they will be fully responsible for reviewing any information that is sent by Lender to the Designated Agent. This Authorization will remain effective until any of the undersigned borrower(s) specifically notify Lender’s Workout Department in writing that this Authorization is of no further force and effect.

The borrower’s Designated Agents shall be any employee of Berlin Patten, PLLC specifically including the following individual(s): Jodi Coyne (jcoyne@berlinpatten.com) 941-954-9991 Susan Akins (sakins@berlinpatten.com) 941-954-9991 Karen Gagliardi (kgagliardi@berlinpatten.com ) 941-954-9991 Jenifer Elliott (jelliott@berlinpatten.com) 941-954-9991 Blair Shinn (bshinn@berlinpatten.com) 941-954-9991 Amanda Carbonneau (acarbonneau@berlinpatten.com ) 941-954-9991 Melanie Underwood (munderwood@berlinpatten.com) 941-954-9991 Stephanie Cataldo (scataldo@berlinpatten.com ) 941-954-9991 Julie Walther (jwalther@berlinpatten.com) 941-954-9991 Jasmine Tate (jtate@berlinpatten.com) 941-954-9991 Aimee Bushway (abushway@berlinpatten.com) 941-954-9991 Jennifer Bolan (jbolan@berlinpatten.com) 941-954-9991 Samantha Bo (sbo@berlinpatten.com) 941-954-9991

Evan Berlin, Esq. (eberlin@berlinpatten.com ) 941-954-9991 Jamie Ebling, Esq. (jebling@berlinpatten.com) 941-954-9991 Julie Horstkamp , Esq. (jhorstkamp@berlinpatten.com) 941-954-9991 Will McComb, Esq. (wmccomb@berlinpatten.com) 941-954-9991 Michelle Champion, Esq.* (mchampion@berlinpatten.com) 941-954-9991 Borrower’s Signature: Last 4 Digits of Social Security number: _____________________ Date: _________________ Co-Borrower’s Signature: Last 4 Digits of Social Security number: _____________________ Date: _________________

SAMPLE HARDSHIP LETTER Lender: _________________________ Date: ____________________________ Re: Hardship Letter / Short Sale for _____________________________________________________

Attn: Loss Mitigation

To Whom It May Concern:

We purchased the property at _______________________ in _______________ for $_______________________. We put $__________________ down and took out a mortgage for $_______________ from _________________. In _____________________, we refinanced the property, taking out a first mortgage for $_________________ from and a second mortgage for $_____________ from ______________________. At that time, I was working for ___________________, earning $____________ per year, and my spouse was working for _______________ earning $____________________ per year.

In ___________________, we signed a listing agreement with _____________________ at ____________, who informed us that in the current market, our house was worth about $____________. We listed the property for sale at $___________, and have reduced the price _____ times since then, as we did not receive any offers. The property is currently listed at $________________, and the offer contained in this package is the best offer that we have received.

In _________________, our hardships grew. (EXPLAIN WHAT HAPPENED IN DETAIL IN REGARDS TO YOUR LIVING SITUATION AND HARDSHIP WHICH INCREASED YOUR EXPENSES OR DECREASED YOUR INCOME IN EACH MONTH: business slowdown, decrease in income, job loss, illness or death, etc.) We have drained our savings, which allowed us to keep the mortgage payment current until _____________. As you will see from our financial statements, we cannot continue to make these payments, which are $___________ per month.

I deeply appreciate your help and understanding in this matter. We want to sell this home, avoid foreclosure, and start to rebuild our lives. I would like avoid having a foreclosure on my record and avoid bankruptcy so I do not further destroy my credit.

Please accept the net proceeds from this sale in full satisfaction of your mortgage without further recourse.

Sincerely,

___________________________________________________ Date: ______________

Form 4506-T(Rev. January 2012)Department of the Treasury Internal Revenue Service

Request for Transcript of Tax Return▶ Request may be rejected if the form is incomplete or illegible.

OMB No. 1545-1872

Tip. Use Form 4506-T to order a transcript or other return information free of charge. See the product list below. You can quickly request transcripts by using our automated self-help service tools. Please visit us at IRS.gov and click on "Order a Transcript" or call 1-800-908-9946. If you need a copy of your return, use Form 4506, Request for Copy of Tax Return. There is a fee to get a copy of your return.

1a Name shown on tax return. If a joint return, enter the name shown first.

1b First social security number on tax return, individual taxpayer identification number, or employer identification number (see instructions)

2a If a joint return, enter spouse’s name shown on tax return. 2b Second social security number or individual taxpayer identification number if joint tax return

3 Current name, address (including apt., room, or suite no.), city, state, and ZIP code (see instructions)

4 Previous address shown on the last return filed if different from line 3 (see instructions)

5 If the transcript or tax information is to be mailed to a third party (such as a mortgage company), enter the third party’s name, address, and telephone number.

Caution. If the tax transcript is being mailed to a third party, ensure that you have filled in lines 6 through 9 before signing. Sign and date the form once you have filled in these lines. Completing these steps helps to protect your privacy. Once the IRS discloses your IRS transcript to the third party listed on line 5, the IRS has no control over what the third party does with the information. If you would like to limit the third party's authority to disclose your transcript information, you can specify this limitation in your written agreement with the third party.

6 Transcript requested. Enter the tax form number here (1040, 1065, 1120, etc.) and check the appropriate box below. Enter only one tax form number per request. ▶

a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. A tax return transcript does not reflect changes made to the account after the return is processed. Transcripts are only available for the following returns: Form 1040 series, Form 1065, Form 1120, Form 1120A, Form 1120H, Form 1120L, and Form 1120S. Return transcripts are available for the current year and returns processed during the prior 3 processing years. Most requests will be processed within 10 business days . . . . . .

b Account Transcript, which contains information on the financial status of the account, such as payments made on the account, penalty assessments, and adjustments made by you or the IRS after the return was filed. Return information is limited to items such as tax liability and estimated tax payments. Account transcripts are available for most returns. Most requests will be processed within 30 calendar days .

c Record of Account, which provides the most detailed information as it is a combination of the Return Transcript and the Account Transcript. Available for current year and 3 prior tax years. Most requests will be processed within 30 calendar days . . . . . . .

7 Verification of Nonfiling, which is proof from the IRS that you did not file a return for the year. Current year requests are only available after June 15th. There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days . .

8 Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript. The IRS can provide a transcript that includes data from these information returns. State or local information is not included with the Form W-2 information. The IRS may be able to provide this transcript information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example, W-2 information for 2010, filed in 2011, will not be available from the IRS until 2012. If you need W-2 information for retirement purposes, you should contact the Social Security Administration at 1-800-772-1213. Most requests will be processed within 45 days . . .

Caution. If you need a copy of Form W-2 or Form 1099, you should first contact the payer. 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.

9 Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941, you must enter each quarter or tax period separately.

Check this box if you have notified the IRS or the IRS has notified you that one of the years for which you are requesting a transcript involved identity theft on your federal tax return . . . . . . . . . . . . . . . . . . . . . . . . . . .

Caution. Do not sign this form unless all applicable lines have been completed.

Signature of taxpayer(s). I declare that I am either the taxpayer whose name is shown on line 1a or 2a, or a person authorized to obtain the tax information requested. If the request applies to a joint return, either husband or wife must sign. If signed by a corporate officer, partner, guardian, tax matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute Form 4506-T on behalf of the taxpayer. Note. For transcripts being sent to a third party, this form must be received within 120 days of the signature date.

Phone number of taxpayer on line 1a or 2a

Sign Here

▲

Signature (see instructions) Date

▲

Title (if line 1a above is a corporation, partnership, estate, or trust)

▲

Spouse’s signature Date

For Privacy Act and Paperwork Reduction Act Notice, see page 2. Cat. No. 37667N Form 4506-T (Rev. 1-2012)

Form 4506-T (Rev. 1-2012) Page 2

Section references are to the Internal Revenue Code unless otherwise noted.

What's NewThe IRS has created a page on IRS.gov for information about Form 4506-T at www.irs.gov/form4506. Information about any recent developments affecting Form 4506-T (such as legislation enacted after we released it) will be posted on that page.

General Instructions CAUTION. Do not sign this form unless all applicable lines have been completed.

Purpose of form. Use Form 4506-T to request tax return information. You can also designate (on line 5) a third party to receive the information. Taxpayers using a tax year beginning in one calendar year and ending in the following year (fiscal tax year) must file Form 4506-T to request a return transcript.Note. If you are unsure of which type of transcript you need, request the Record of Account, as it provides the most detailed information.

Tip. Use Form 4506, Request for Copy of Tax Return, to request copies of tax returns.Where to file. Mail or fax Form 4506-T to the address below for the state you lived in, or the state your business was in, when that return was filed. There are two address charts: one for individual transcripts (Form 1040 series and Form W-2) and one for all other transcripts.

If you are requesting more than one transcript or other product and the chart below shows two different addresses, send your request to the address based on the address of your most recent return.Automated transcript request. You can quickly request transcripts by using our automated self-help service tools. Please visit us at IRS.gov and click on “Order a Transcript” or call 1-800-908-9946.

Chart for individual transcripts (Form 1040 series and Form W-2 and Form 1099) If you filed an individual return and lived in:

Mail or fax to the “Internal Revenue Service” at:

Alabama, Kentucky, Louisiana, Mississippi, Tennessee, Texas, a foreign country, American Samoa, Puerto Rico, Guam, the Commonwealth of the Northern Mariana Islands, the U.S. Virgin Islands, or A.P.O. or F.P.O. address

RAIVS Team Stop 6716 AUSC Austin, TX 73301 512-460-2272

Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Utah, Washington, Wisconsin, Wyoming

RAIVS Team Stop 37106 Fresno, CA 93888 559-456-5876

Connecticut, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, West Virginia

RAIVS Team Stop 6705 P-6 Kansas City, MO 64108 816-292-6102

Chart for all other transcripts If you lived in or your business was in:

Mail or fax to the “Internal Revenue Service” at:

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Iowa, Kansas, Louisiana, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wyoming, a foreign country, or A.P.O. or F.P.O. address

RAIVS Team P.O. Box 9941 Mail Stop 6734 Ogden, UT 84409 801-620-6922

Connecticut, Delaware, District of Columbia, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, West Virginia, Wisconsin

RAIVS Team P.O. Box 145500 Stop 2800 F Cincinnati, OH 45250 859-669-3592

Line 1b. Enter your employer identification number (EIN) if your request relates to a business return. Otherwise, enter the first social security number (SSN) or your individual taxpayer identification number (ITIN) shown on the return. For example, if you are requesting Form 1040 that includes Schedule C (Form 1040), enter your SSN.Line 3. Enter your current address. If you use a P. O. box, include it on this line.

Line 4. Enter the address shown on the last return filed if different from the address entered on line 3.Note. If the address on lines 3 and 4 are different and you have not changed your address with the IRS, file Form 8822, Change of Address. Line 6. Enter only one tax form number per request.Signature and date. Form 4506-T must be signed and dated by the taxpayer listed on line 1a or 2a. If you completed line 5 requesting the information be sent to a third party, the IRS must receive Form 4506-T within 120 days of the date signed by the taxpayer or it will be rejected. Ensure that all applicable lines are completed before signing.

Individuals. Transcripts of jointly filed tax returns may be furnished to either spouse. Only one signature is required. Sign Form 4506-T exactly as your name appeared on the original return. If you changed your name, also sign your current name.

Corporations. Generally, Form 4506-T can be signed by: (1) an officer having legal authority to bind the corporation, (2) any person designated by the board of directors or other governing body, or (3) any officer or employee on written request by any principal officer and attested to by the secretary or other officer.

Partnerships. Generally, Form 4506-T can be signed by any person who was a member of the partnership during any part of the tax period requested on line 9.

All others. See section 6103(e) if the taxpayer has died, is insolvent, is a dissolved corporation, or if a trustee, guardian, executor, receiver, or administrator is acting for the taxpayer. Documentation. For entities other than individuals, you must attach the authorization document. For example, this could be the letter from the principal officer authorizing an employee of the corporation or the letters testamentary authorizing an individual to act for an estate.

Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to establish your right to gain access to the requested tax information under the Internal Revenue Code. We need this information to properly identify the tax information and respond to your request. You are not required to request any transcript; if you do request a transcript, sections 6103 and 6109 and their regulations require you to provide this information, including your SSN or EIN. If you do not provide this information, we may not be able to process your request. Providing false or fraudulent information may subject you to penalties.

Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation, and cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their tax laws. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.

You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by section 6103.

The time needed to complete and file Form 4506-T will vary depending on individual circumstances. The estimated average time is: Learning about the law or the form, 10 min.; Preparing the form, 12 min.; and Copying, assembling, and sending the form to the IRS, 20 min.

If you have comments concerning the accuracy of these time estimates or suggestions for making Form 4506-T simpler, we would be happy to hear from you. You can write to:

Internal Revenue Service Tax Products Coordinating Committee SE:W:CAR:MP:T:T:SP 1111 Constitution Ave. NW, IR-6526 Washington, DC 20224Do not send the form to this address. Instead,

see Where to file on this page.