Get Aarp Taxaide Incident Reporting Form

Filling out the Aarp Taxaide Incident Reporting Form online is a straightforward process designed to enhance the reporting of any incidents that occur during tax assistance sessions. This guide provides step-by-step instructions to help users complete the form efficiently and accurately.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the date and time of the incident in their respective fields. Ensure the correct AM or PM selection is made.
3. Specify the state or split-state where the incident occurred.
4. Fill in the tax site name, Site Identification Number (SIDN), and site address, including the city and state.
5. Provide contact information for the site leader or authorized contact person, along with their phone number.
6. List the phone numbers of all persons involved in the incident, including counselors and clients.
7. Document the names and titles of all parties involved. If there are more than four, please note additional names on the back of the form.
8. Detail the incident in the provided section, using additional space if necessary.
9. Indicate if local authorities were contacted by selecting 'Yes' or 'No.' If 'Yes,' provide the name and phone number of the authority contacted.
10. If applicable, include the police report number and names of any medical providers along with their contact information.
11. Have the site leader sign and date the form.
12. If necessary, include the signature and date of the taxpayer involved.
13. Finally, save your changes, then choose to download, print, or share the completed form as needed.

Complete your documents online effortlessly today!