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Submit Completed Form To: NYC Department of Education Office of Employment Records Research 65 Court Street, Level C Brooklyn, NY 11201 ARCHIVED W-2 DATA REQUEST FORM (IF COMPLETING FORM ONLINE, USE

How to fill out archived w-2 data request

Point by point instructions on how to fill out an archived w-2 data request:

1. Begin by gathering all the necessary information: Start by collecting your personal details such as your full name, social security number (SSN), current address, and contact information.
2. Determine the reason for the request: Identify the specific purpose for your archived w-2 data request. It could be for tax purposes, employment verification, loan application, or any other official requirement.
3. Contact the appropriate organization: Reach out to the organization or institution that requires the archived w-2 data. This could be your current or former employer, a government agency, or a financial institution, depending on the purpose of the request.
4. Obtain the necessary forms: Inquire about the specific form or document required to request archived w-2 data. It may be a standard form provided by the organization or a specific request letter.
5. Fill out the form accurately: Ensure that you provide all the requested information accurately and completely. Double-check your personal details, including your SSN, as any errors may delay the processing of your request.
6. Attach any supporting documents: If there are any supporting documents required, such as identification proof or authorization letters, make sure to include them along with your completed form.
7. Review and sign the request: Before submission, carefully review all the information provided in your request form. Make sure it is correct and sign the form appropriately. Some forms may require signatures from employers or authorized individuals as well.
8. Submit the request: Once you have completed all the necessary steps, submit your archived w-2 data request to the appropriate organization or institution. Follow their preferred method of submission, which may include mail, email, or online portals.

Who needs an archived w-2 data request?

1. Individuals applying for loans: Many financial institutions require archived w-2 data to verify income and employment history for loan applications, such as mortgage loans or personal loans.
2. Individuals applying for government benefits: When applying for government benefits like social security, disability benefits, or unemployment compensation, archived w-2 data may be necessary to determine eligibility or benefit amounts.
3. Individuals requiring employment verification: Certain employers or organizations may request archived w-2 data for employment verification purposes. This can be required for job applications, background checks, or security clearances.
4. Individuals filing tax returns: In some cases, individuals may need archived w-2 data to rectify errors or discrepancies in their tax records or to provide supporting documentation for audits or appeals.
5. Individuals involved in legal proceedings: Archived w-2 data may be required as evidence in legal proceedings such as divorce cases, child custody disputes, or personal injury claims, to establish income history or loss of earnings.

It is always advisable to consult the specific guidelines or requirements of the organization or institution requesting the archived w-2 data to ensure accurate and timely submission of your request.

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