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How To Avoid Rejected 8821’s
8821 authorization requires that the Form 8821 information is perfectly filled out according to IRS protocol. Should any item on the 8821 not meet IRS criteria, it will immediately be rejected. In order to prevent this, we highly reccomend using Tax Guard’s pre-populated 8821 for you borrower. In addition, we reccomend that you ensure your client’s info is correct in the Tax Guard portal as well.
We know how complicated it is for our lenders to get wet signatures from their borrowers and how frustrating it is when they are rejected. In hopes to mitigate this, we have provide comprehensive guidance for best practices to get your 8821’s authorized.
1. The 8821 pages are not in the correct order or it is the wrong form entirely
CORRECT
The name and EIN/SSN Combo match an official IRS document.
INCORRECT
The name and EIN/SSN Combo are from a loan application that do not reflect what is on file with IRS records.
Questions About Name and SSN/EIN, Address combo?
2. The 8821 pages are not in the correct order or it is the wrong form entirely
CORRECT
The Form 8821 is the first page of the PDF not the appointee. Always ensure the 8821 page is the first page of the PDF.
INCORRECT
The 8821 is not the first page of the PDF. The IRS will reject all submitted 8821 if the appointee page comes first or if there is a blank page first.
Questions About Incorrect 8821 Forms?
3. The Form is Illegible
CORRECT
The 8821 is a quality scan that is cleary legible.
INCORRECT
The 8821 is not a quality scan and is illegible. The IRS agent cannot read the 8821 and will reject it.
Questions About illegible 8821’s?
Questions? 1.877.550.6325