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All we need is the customer name and address and TIN at the top and the signature(s) at the bottom.
One for the business One for each owner
-----Original Message-----
Brian, Hope the snow hasn't interfered with you this week. Because of the snow, Neal's partner did not get to fly into DC this week. So I'm trying to help him and Neal fill these forms out via EMail and Fax. What does Capital One need for the 4506T? Which block? I'm assuming block 6a, is that correct. You didn't indicate what was needed in your eMail (Block 6 - 9 are blank) and for 2008 and 2007 right? Marcy Marcelyn Atwood Business Manager
The Law Firm of Puckett & Faraj, PC 2181 Jamieson Ave, Suite 1505 Alexandria, VA 22314
888-970-0005 ; FAX 202-318-7652 ; marcy@puckettfaraj.com Please View our Website: www.puckettfaraj.com The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 888-970-0005 or via a return the e-mail to sender. You are required to purge this E-mail immediately without reading or making any copy or distribution.
On Feb 4, 2010, at 2:35 PM, Jackson, Brian wrote:
Neal,
Good afternoon. My name is Brian Jackson and I am assisting Teresa with your loan request. I will be attending our meeting tomorrow afternoon. I have attached our loan application as well as the 4506T form, and a business debt schedule for you to complete.
The 4506T form is an authorization that gives our auditors permission to review your tax return. We will need one for the business itself as well as one for each business owner.
The business debt schedule is a listing of any debt that THE BUSINESS has.
If you have any questions, please give me a call. We can assist you tomorrow with any parts you are unsure of. Also, If you could please bring with you your most recent year’s tax return for the company and for the owners that would be helpful. We may not need that for underwriting, but it may help with our meeting. Finally, if you have an interim financial statement for the most recent month-end that would be great, too.
I want to thank you for considering Chevy Chase Bank as your bank. Teresa and I look forward to working on your behalf.
Have a great afternoon.
Brian C. Jackson Business Development Banker/Assistant Vice President • Small Business 540.718.8880 540.718.8880 (cell) 540.286.3243 (fax)
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<Capital One Business Application.pdf><4506T form[1].pdf><Copy of Business Debt Schedule.xls>
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