Form 4506-C: IVES Request for Transcript of Tax Return
Authorization that lets a lender get your tax transcripts through the IRS Income Verification Express Service. Most mortgage lenders ask you to sign it during underwriting.
Easy PDF filling and editing
- Fill out forms in your browser without installing software
- Files are processed on our own server and not shared with third parties
- Instant export of the completed document in PDF format
Instructions for filling out Form 4506-C: IVES Request for Transcript of Tax Return
This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.
Who needs to fill out this document?
This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:
- Mortgage and home equity borrowers.
- Lenders and loan processors verifying income.
- Business owners applying for commercial or SBA loans.
What you will need before starting
Before filling out the interactive form, prepare the following details and documents:
Step-by-step filling process
- Lender pre-fills its section: The lender enters IVES participant details and transcript types.
- Enter your information: Name, SSN or EIN and addresses on lines 1-5.
- Confirm tax years: Check the years listed match what the lender needs.
- Sign and return to the lender: The lender submits it; you don't send it to the IRS yourself.
Frequently Asked Questions (FAQ)
Why does my lender need this?
Lenders use it to confirm the income you reported on your application matches your tax filings.
Can I use 4506-T instead?
Not for IVES. Lenders using the IVES program require Form 4506-C.
Can I sign electronically?
Yes, the IRS accepts electronic signatures on Form 4506-C through participating lenders.
Ready to fill out Form 4506-C: IVES Request for Transcript of Tax Return?
Open the editor, enter the required details, and download your document in a couple of minutes.
Proceed to fill out →