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South DakotA Form 4506-A: What You Should Know

Request for Transcript of Tax Return β–· Do not sign this form unless all documents are on the return Do NOT ask a bank representative to fax the Form 4506-T form, this is ONLY to print a copy of Form 4506-T All Transcripts MUST be received at Caltech Financial Aid, Room 1005 (Please check with Financial Aid at your current school for information) The following is our automated service for Form 4506-T: β€œThe transcript will not be electronically mailed until you give the bank officer any of the same information as in the Form 4506-T. We are using the following information: Your name and Social Security number The date the check was cashed with the Federal Tax Return(s) Filing Status (please list the correct tax years): Payment Type A. Cash (with or without tax refund) B. Check (with or without tax refund) C. Federal Government (with or without tax refund) Payment Type: Do NOT request a Copy of your IRS Form 4606 You will need the following information to request the Transcript of your tax return from a bank using this service: First Last Account number Check stub number Date of birth Date of account opening Account Information: Name β€” Student Full Name β€” Student P.O. Box/Apt Number β€” Student Postal Code β€” Student City β€” Student State Zip Code β€” Student You have to give all the information that is on your current tax return and the correct year and the proper type of payment. For example, if you got an additional tax refund in 2009, send as much information as possible on the form. Do NOT request a copy of Form 4562 Please do not request a copy of Form 4562, Request for Income Tax Return. If you have a copy of your income tax return, we can provide a copy of the Transcript of your tax return for you to mail to the bank. However, we must be in receipt of the original tax return or certified copy of form 4610.9 for you to do this. You will need to call the bank or file for a tax assessment to receive the copy of your Form 4562. Please do not request a copy of Form 4853 If you have a copy of your income tax return, we can provide a copy of the Transcript of your tax return for you to mail to the bank.

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