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Video instructions and help with filling out and completing Form 4506 processing time
Music to access the new assigned 4506 tea setup you can access it two ways first you can go down to your disclosure long form and click request for 4506 tea it'll bring you to the new version secondly you can go to the forms menu and just request for transcript of text a couple changes this now allows one for assign to from multiple multiple versions of the 4500 60 to go out with disclosures or separately per borrower so if you're disclosed if your borrower file differently two years in a row they got married they change an address and you need multiple 4500 60 forms you can now have all of your forms listed without having to overwrite any so first one will always be templated for you it'll have borrower co-borrower on it if there's any changes that need to be made if you made manually it'll also give you this piece of the template and for the first borrower it's pretty much done there should be a little little bit of intervention only if you know that there are changes to the way they filed prior 45 Oh 62 due to request a 45 or 60 for multiple borrowers or have multiple 45 a 60s for a single borrower there's a few steps to to follow to have multiple for single borrower or a single application where it's a borrower and co-borrower you'll click on the add sign they'll create a new entry here and drop-down borrower co-borrower bolt so i just want to make another one for the borrower by himself I'm going to hit copy go down to section 5 it will bring up your contacts you'll hit clear in the corner and then grab advanced data from the list like this for you the type of transcript you're going to be requesting and you'll make your selections here depending on what it is and add your years if you're requesting with the disclosures or individually you'll just say add to e folder and it will put the entry in the e folder if you're adding if you're just requesting it with disclosures it'll pull it in itself technically so as long as you're doing this prior to disclosure you not nothing you really have to do if you're doing it afterwards and you want to send an assignable 4506 T to your borrower you'll hit add a folder and you can do that for all the entries as many as you need if you have a separate borrower pair you'll have to go to that borrower pair and create the entry similar to you've done for multiples on the first so we'll copy again it will bring in the second borrower data same thing reach out to your address book clear and grab your advanced data that your do your selections the first one if you need some guidance here otherwise you'll select your date so 12 31 18 I will.