Already signed up? Click here to access the online platform to submit your 4506-T.
If you need more information and the forms to get started, please read below.
How well does your bank verify income of your loan applicants? The use of IRS tax return verifications (TRV) can help you decrease fraud and improve the efficiency of your underwriting process.
Working with Accudata Credit Systems, MBA Bankers Service Corporation is now offering a tax return verification program at a discount to members of the Missouri Bankers Association. By filing an IRS Form 4506-T through Accudata, you can obtain the entire tax transcript of a consumer (or business), generally within two business days.
Accudata has been providing credit reports and related services to financial institutions since 1926, and is the provider of discounted employee background checks to MBA members.
There are no setup fees and no monthly minimums to meet – you only pay for the TRVs you submit through an easy-to-use online system. Getting started is easy – there are only a few simple forms to complete.
To get started, listed below are links to access the documents that you will need to participate in this program.
Access Security Requirements and Internet Site Administrator Access Form - this document contains the two brief forms to complete as part of the agreement with Accudata Credit Systems. You can either print blank forms and complete them or use the "fill-in-the-blank" option on your computer and then print them. Return these forms to Accudata Credit Systems, LLC, 1002 Diamond Ridge, Suite 500, Jefferson City, MO 65109 ATTN: Maria Heet, or fax them to 573-893-7211 or email them to Support2@accudataservices.com. If you have questions, call Accudata at 1-800-475-6703 or 573-893-7500.
MBA Bankers Service Corporation Agreement - this one-page agreement outlines the role of MBA Bankers Service Corporation (a subsidiary of the MBA) with your bank. This form must be completed and returned to MBA Bankers Service Corporation, PO Box 1338, Jefferson City, MO 65102 ATTN: Carol Barnett, or faxed to 573-634-2754 or emailed to firstname.lastname@example.org.
Authorization Agreement for Direct Payments (ACH Debits) - this one-page form must be completed to set up the billing and payment for the services and also returned to the MBA Bankers Service Corporation at the address, fax or email listed above.
Click here for a FAQ document about IRS Form 4506-T.
Click here for a step-by-step document about how to complete and submit a 4506-T.
If you have questions or to get pricing information, call or email Carol Barnett at the Missouri Bankers Association at 573-636-8151.