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Secure Electronic Signing
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This will begin the E-Signature and certification process required to obtain your Tax Transcripts.

This is an electronic authorization to allow {{hostInfo.CompanyName}} to access your tax information from the IRS for: {{package.FullName}}

Verify Social Security Number

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Verify EIN

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Verify Current Address

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Tax Year

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I agree to use Electronic Records & Signatures

Please read the terms of service below and click the Agree checkbox above to continue. If you wish to not participate in Electronic signing of your documents please click the Cancel Order button below.

IMPORTANT: Please scroll through and read the ENTIRE agreement in order to Authorize your E-Signature.

Electronic Communication and Digital Signature Consent

Please read this Federal ESIGN Disclosure and Consent carefully and keep a copy for your records. This disclosure is required by the federal Electronic Signatures in Global and National Commerce Act ("ESIGN").

Thank you for considering {{hostInfo.CompanyName}} for your lending needs. To serve you better we have provided you with a secure platform through which you can electronically authorize the release of your tax records from the IRS. This information is used for the purpose of verifying certain information on your loan application.

This disclosure document is your consent to electronically authorize the IRS to release your tax records to {{hostInfo.CompanyName}} and to receive copies of your digitally signed IRS Form 8821 electronically. Your consent also confirms that you meet the following software and hardware requirements:

A personal computer or other device which is capable of accessing the Internet. Your access to this page verifies that your system/device meets these requirements.
An Internet web browser which is capable of supporting 128-bit SSL encrypted communications. Your access to this page verifies that your browser and encryption software/device meet these requirements.
You must have software which permits you to receive and access Portable Document Format or "PDF" files, such as Adobe® Acrobat Reader® version 8.0 and above (available for downloading at https://get.adobe.com/reader/).

You may opt out of this consent by clicking the "Cancel" button. Even after your consent, you may still request paper copies of the IRS forms to be delivered to you in paper or non-electronic form by calling the number below, or by writing to us at the address listed below.

{{hostInfo.CompanyName}}
{{hostInfo.Address}}
{{hostInfo.City}}, {{hostInfo.State}} {{hostInfo.Zip}}

HALCYON CONSENT & DISCLOSURE FORM

Purposes for using and disclosing information:For use by {{hostInfo.CompanyName}} and tax transcript service provider, Halcyon Still Water LLC, to retrieve and analyze information as requested by the sponsoring financial institution(s) named below to facilitate loan processing, including, but not limited to, transmitting the information to Freddie Mac, Fannie Mae, as well as any approved use related to this loan as outlined in the Gramm-Leach-Bliley Act. This includes determining relevant financial offers and opportunities, and approvals. In no case shall this data be used and disclosed in anyway inconsistent with this agreement. Halcyon Still Water, LLC is required by the IRS to provide the individual names of authorized tax professionals working for the company. On the 8821 form you will see James McGowan and Elizabeth Boonin identified; these are officers of Halcyon Still Water, LLC individually authorized by, and registered with, the IRS for the purpose outlined above.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use or disclose your personal financial information, including tax transcript data, to third parties for purposes other than those directly related to the services provided without your consent. If you consent to the use and disclosure of your personal financial information, federal law may not protect your information from further use or distribution.

Information used and disclosed:"Personal financial information" includes any data element obtained throughout the tax data retrieval process or other financial services, including but not limited to, IRS tax transcript data and source documents, information derived from tax transcript elements, or other information provided related to your financial situation.

Name, and address of recipient:
{{hostInfo.CompanyName}}
{{hostInfo.Address}}
{{hostInfo.City}}, {{hostInfo.State}} {{hostInfo.Zip}}

The duration of this consent will remain in effect in perpetuity. If you approve the use and disclosure of your IRS tax data and tax transcript information to {{hostInfo.CompanyName}}, please sign below.

IMPORTANT: Please scroll through and read the ENTIRE agreement in order to Authorize your E-Signature.

Thank you for voluntarily agreeing to participate in our evaluation. You are helping us to improve our process for gathering tax information for disability benefit claims. To serve you better we have provided you with a secure platform through which you can electronically authorize the release of your tax records from the IRS.

This disclosure document is your consent to electronically authorize the IRS to release your tax records to {{hostInfo.CompanyName}} and to receive copies of your digitally signed IRS Form 4506-C electronically. Your consent also confirms that you meet the following software and hardware requirements:

A personal computer or other device which is capable of accessing the Internet. Your access to this page verifies that your system/device meets these requirements.
An Internet web browser which is capable of supporting 128-bit SSL encrypted communications. Your access to this page verifies that your browser and encryption software/device meet these requirements.
You must have software which permits you to receive and access Portable Document Format or "PDF" files, such as Adobe® Acrobat Reader® version 8.0 and above (available for downloading at https://get.adobe.com/reader/).

You may opt out of this consent by clicking the "Cancel" button. Even after your consent, you may still request paper copies of the IRS forms to be delivered to you in paper or non-electronic form by calling the number below, or by writing to us at the address listed below.

Contact Information
{{hostInfo.Phone}}
{{hostInfo.CompanyName}}
{{hostInfo.Address}}
{{hostInfo.City}}, {{hostInfo.State}} {{hostInfo.Zip}}

Provide Authorization

I declare that I am either the taxpayer whose name is {{package.FullName}}, or a person authorized to release the tax information requested. If the request applies to a joint return, I attest that I am a spouse. If signed by a corporate officer, 1 percent or more shareholder, partner, managing member, guardian, tax matters planner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute Form 4506-C on behalf of the taxpayer.

Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 4506-C.

Provide Authorization

Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the Form 8821.

I do not want to participate in E-signing. Please cancel my order

Authorization complete.

Your tax transcripts will be delivered to: {{hostInfo.CompanyName}}

Download your signed IRS forms here:

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Thank you for using Taxdoor.

Questions? Please contact {{hostInfo.Name}} at {{hostInfo.Phone}} or {{hostInfo.Email}}

Questions? Please contact {{hostInfo.Name}} at:

{{hostInfo.Phone}} or {{hostInfo.Email}}

Questions? Please contact Disability Benefits at Phone Number mentioned above.

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Verify Social Security Number

Verify EIN

Verify Current Address

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Provide Authorization

Provide Authorization

Authorization complete.

Enter your current address

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