Request edit access
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 ONE WEEK. In almost all cases, the client should have ALREADY HAD THEIR TAX RETURN PREPARED AND QR'D before you submit the referral.
Sign in to Google to save your progress. Learn more
Where is this referral coming from? *
Required
Primary taxpayer's first and last names. (The primary taxpayer is the FIRST PERSON LISTED ON THE TAX RETURN.) *
Phone number(s) *
Email address
Does the client prefer Spanish? *
Applying for or renewing an ITIN (check all that apply) *
Required
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) *
Required
Which tax returns does this application/renewal include or impact? *
Required
Is there a best day/time for us to call the client?
Add any notes here (including the Hub ticket number if applicable)
Your volunteer ID *
Is the applicant waiting for an SSN? If so, they should usually file an extension and then come see us in the summer to file their tax return once they have received the SSN. *
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. - Terms of Service - Privacy Policy

Does this form look suspicious? Report

Google Forms