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ITIN Application/Renewal Referral (Foundation Communities)
Please answer the questions to the best of your knowledge and let the client know we will contact them within 1 week. In almost all cases, the client should have ALREADY HAD THEIR TAX RETURN PREPARED AND QR'D before you submit the referral.
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Where is this referral coming from? *
Primary taxpayer's first and last names. (The primary taxpayer is the first person listed on the tax return.) *
Phone number(s) *
Email address
Applying for or renewing an ITIN (check all that apply)
Who is applying/renewing (check all that apply)
Where did the client have their tax return(s) prepared? A tax return must have been prepared before the client is referred. (Check all that apply)
Is there a best day/time for us to call the client?
Add any notes here (including the Hub ticket number if applicable)
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