Fill Form 4506-C for every borrower and get it signed online

What’s on Form 4506-C

• the taxpayer’s name and SSN, ITIN or EIN, and the spouse’s if they filed jointly
• the current address, and the previous one if it changed since the last return
• the IVES participant’s name, address and SOR mailbox ID, with an optional customer file number and unique identifier
• the client the transcripts are for, such as the lender
• the transcripts wanted: the tax form number and a return transcript, account transcript or record of account, and any wage and income (W-2, 1099 or 1098) transcripts
• the years or periods requested
• the taxpayer’s signature and date, with the spouse’s for a joint return

Fill it for every borrower

Upload Form 4506-C once. The borrower’s name, SSN and address fill from their record, and your IVES participant details can be a column in your CSV or saved on each record. Import a pipeline of borrowers from a CSV and BoltPDF fills one form per row, downloaded together as a ZIP.

Signed without the back-and-forth

Send each borrower their filled form as a request that asks for a signature. They confirm their email with a code, check the details and sign; a co-borrower or spouse can sign after them as a co-signer. You get the signed PDF with a certificate of who signed and when, and when the request has a due date, BoltPDF emails reminders to borrowers who haven’t signed.