Quick question…
The client checks the box ( signature attest ) and writes his signature. on the line. Does the notary sign the " title" under the signature line, or is that left blank?
Thanks for the help
Doesn’t look like it - looks like the signer should fill that part out.
Ok thank you…
Thats what I thought, but I was watching a video and the SA stated that was where her name would go…
Much appreciate it
It’s great that you are asking questions. Regarding 4506 C Tax transcript, only the person listed on that document will be signing it. Remember that document gives the lender the permission to request copy(ies) of the taxpayer tax records. Be care of the things you see on the internet/youtube, not everything is accurate.
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Truer words were never spoken
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Hello and thank you so much…
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I hope it was helpful. Please feel free to reach out to me in the future for questions or anything I can assist you with.
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Smiles…I thank you for that
You made my day … lol
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@Sophianotaryservices This is why I suggested a trustworthy & professional training program as ALL of these elementary queries you’re posing on multiple threads to fellow business owners is included within the training (and much, much more). As previously stated, it gives you a solid foundation to operate your business from as well.
You’re a business owner & the onus is upon you (& you alone bear the responsibility of that) to perform due diligence to ensure that you’re operating within the rules & regulations for the services you provide.
The quoted statement above is true not only for the internet/YouTube, but also for some members who post on this forum . . .
To protect yourself: do your own Research & verify the data as well as ALWAYS vet potential clients BEFORE you provide professional services.
Good luck.
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NO, that box is left blank. Also advise the signer when they sign that document no corrections can be made to that document so they should take care and also their signature should not go out of the signature box. I have seen instructions recently that state it will be a rejected form if their signature goes outside the box.
@johnsonps306 Disagree here - that box is to be checked.
@LindaH-FL The box below the signer’s printer name that says “Title” is not to be checked. It’s for a business tax return. You may be thinking of the box above the signature box that is required to be checked. But the question was about the middle box below the signer and above the spouse. You don’t put anything in that box.
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@johnsonps306 my baf. I was referring to the attestation box. My apologies
No worries. Some lenders are good enough to send that form with the box checked already. The best thing to remember about the government forms is changing them or trying to correct them will result in a reject every time. I have signers who say that’s not my phone number anymore and I just say oh if they want to find your number they’ll find it just leave it alone LOL.
TITLE in this case refers to the type of signing. If it is an individual signing on their own behalf, they leave title blank. If they are signing on behalf of an individual or company, then TITLE would be filled out by the signer in whatever role they are signing such as “President, of XYZ Corporation” or as “Attorney in Fact for Jane Doe” or whatever.
But it is NOT filled in by the notary.
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Signer checks that attestation box …then they sign their name. And date. If its there( i cant remember I do them so often too…lol)
U do nothing
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For clarification the IRS form 4506-C has replaced the 4506-T. You may still encounter the 4506-T in your practice. Currently the IRS is still accepting the -T. The 4506-C is used by the lender, Tax Professionals*, and other entities to obtain the official tax transcripts for an individual.
On the 4506-C there is a check box for the borrower to check attesting to the accuracy of the information on the form. As the Notary your name should NEVER appear anywhere on the 4506-C. Keep in mind IRS tax forms only require a signature to attest to truthfulness. I’m not aware of any IRS forms that require a notarization.
As a side note Tax Professionals are also using forms 8821 or 4828 to get deeper information about Tax Payer records. The form 4828 (IRS Power of Attorney) is used when a Tax Professional (Enrolled Agent) needs to represent a Tax Payer before the IRS. If you encounter one of these forms for your signer, do not instruct them on how and where to sign. Contact the LO or TO to let them know these need to be handled by the signer’s Tax Professional, CPA, or Attorney.
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Hi all, the 4506C or T is to be signed only by the person named in box#1, this is usually how THEY file their taxes! In the loan pkg, most of the time, we are getting wet signatures to already voice authorizations to a phone interview! In most cases they (Lender) have already gotten the tax returns for XX years. ALL the docs are in case of an audit to verify the Title/lender got authorization to from the BO to proceed with this transaction! IMO!!!
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Usually the only document you are to sign in a non-notarial capacity is the Patriot
Act form. You would put your title as “Signing Agent” UNLESS your state permits you to use the title of Notary Public when not acting as one.
Never, ever filled in that field. No blowback.
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