Fill and Sign the A Guide to Bank Statements for Your Mortgagerocket Form

1.  If you  filed  a  joint  tax  return,  make  sure  you  include  both  names  on  the  Form  4506T ‐EZ.   2.   The  third  party  is  your  mortgage  servicer.   You  can  find  the  name  of  your  servicer  on  your   mortgage  statements;  however,  the  address  where  you  send  your  monthly  payments  may   not  be  the  correct  address  for  your  servicer’s  foreclosure  prevention  department.   To  find   the  correct  address  and  phone  number  for  your  servicer,  please  visit    http://www.makinghom eaffordable.gov/contact_servicer.html.   3.   Your  servicer  only  needs  your  most  recent  year’s  tax  return.   Enter  that  tax  year  on  the  first   line.   For  example,  if  you  filed  your  taxes  in  April  2009,  you  were  filing  for  the  2008  tax  year,   so  you  would  enter  “2008.”   If  you  only  recently  filed  a  tax  return  (within  the  last  90  days),   enter  that  tax  year  and  the  year  before  because  the  IRS  may  not  have  processed  that  return   yet  and  will  not  be  able  to  send  it  to  your  servicer.   For  example,  if  you  are  requesting  a   HAMP  modification  in  February  of  2010  and  filed  your  2009  return  in  January,  you  should   request  2009  and  2008  tax  return  information.   This  completed  form  must  be  sent  to  your   servicer.   If  for  any  reason  you  would  like  to  request  your  own  copy  of  your  tax  returns,  you   can  fill  out  a  separate  form  and  mail  it  directly  to  the  appropriate  IRS  address  listed  on  page   2  of  this  form.   4.   Even  if  you  file  a  joint  tax  return,  you  only  need  one  signature  (the  person  listed  on  line  1a)   to  file  the  Form  4506T ‐EZ.   NOTE:   The  IRS  must  receive  your  form  within  60  days  of  the    signature  date.   1  3  4  2  Instructions for Completing IRS Form 4506T‐EZ  The  numbered  sections  correspond  to  instructions  on  the  right.