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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 TWO WEEKS (as of 3/15/23). In almost all cases, the client should have ALREADY HAD THEIR TAX RETURN PREPARED AND QR'D before you submit the referral.

Starting Monday, March 27th please provide the client with a completed extension form to mail in if they are not contacted and scheduled for the ITIN appointment on or before April 18th. If the client is applying for an ITIN, put "APPLIED FOR ITIN" in the space where you would have put the SSN/ITIN.
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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
Does the client speak Spanish? *
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)
Which tax returns does this application/renewal include or impact?
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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