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REQUEST FOR INFORMATION Use this form to determine beneficiaries, obtain balance information and/or obtain account specific documents on an account(s). When completed, please email this form, and
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What is use this form to?
Use this form to report your annual income to the IRS.
Who is required to file use this form to?
Individuals and businesses whose income meets the filing requirements are required to file this form.
How to fill out use this form to?
You can fill out this form by entering your income information in the designated fields and submitting it to the IRS.
What is the purpose of use this form to?
The purpose of this form is to accurately report income to the IRS for tax purposes.
What information must be reported on use this form to?
You must report all sources of income, including wages, interest, and rental income on this form.
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