Financial Services forms
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HUD-92900-A: HUD Addendum to Uniform Residential Loan Application
The HUD Addendum goes with the Uniform Residential Loan Application for FHA-insured mortgages. The borrower and lender both sign its certifications.
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IRS Form 4506-C: IVES Request for Transcript of Tax Return
Lenders and other IVES participants use Form 4506-C, signed by the taxpayer, to get transcripts of the taxpayer's returns from the IRS. Mortgage lenders use it to...
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IRS Form 8821: Tax Information Authorization
Taxpayers use Form 8821 to let a person or organization see their tax information from the IRS. Unlike Form 2848, it doesn't let them act on the taxpayer's behalf.
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IRS Form SS-4: Application for Employer Identification Number
Businesses, trusts, estates and other entities use Form SS-4 to apply for an Employer Identification Number (EIN).
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IRS Form W-8BEN
Fill out Form W-8 BEN and give this form to the withholding agent or payer if you are a foreign person and you are the beneficial owner of an amount subject to...
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IRS Form W-8BEN-E: Certificate of Status of Beneficial Owner (Entities)
Foreign entities give Form W-8BEN-E to a withholding agent or payer to certify their foreign status, their FATCA status and any tax treaty benefits they claim.
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IRS Form W-9
Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for...
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SBA Form 1919: SBA 7(a) Borrower Information Form
Applicants for an SBA 7(a) loan complete Form 1919 with details of the business, its owners and the loan request. The lender submits it with the application.
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SBA Form 413: Personal Financial Statement
Owners, partners and guarantors use SBA Form 413 to list their personal assets, liabilities and income for SBA loan, surety bond, WOSB and 8(a) programs.
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Uniform Residential Loan Application (Fannie Mae Form 1003)
The borrower's part of the Uniform Residential Loan Application (URLA), the standard mortgage application: income, employment, assets, liabilities, real estate owned...
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Uniform Residential Loan Application: Additional Borrower (Fannie Mae Form 1003)
Each additional borrower on a mortgage completes this part of the Uniform Residential Loan Application (URLA) with their own personal information, employment, income...
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Uniform Residential Loan Application: Continuation Sheet (Fannie Mae Form 1003)
Use the continuation sheet when a borrower needs more space to complete any section of the Uniform Residential Loan Application (URLA).
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Uniform Residential Loan Application: Lender Loan Information (Fannie Mae Form 1003)
The lender's section of the Uniform Residential Loan Application (URLA), with the property, loan terms, mortgage loan details and qualifying information.
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Uniform Residential Loan Application: Unmarried Addendum (Fannie Mae Form 1003)
Unmarried borrowers complete this addendum to the Uniform Residential Loan Application when they're in a civil union, domestic partnership or similar relationship that...
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VA Form 26-1880: Request for a Certificate of Eligibility
Veterans, service members and surviving spouses use VA Form 26-1880 to request a Certificate of Eligibility for a VA home loan.
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