Taxpayer First Act Consent Form Template

Updated 12/30/2019

This form can be used to comply with the Taxpayer First Act which is effective December 28, 2019 and requires that if a lender or servicer obtains tax return information during the origination or servicing of a mortgage loan, the lender or servicer must obtain express consent from the taxpayer to be able to share the tax information with another party.

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