Get Spectrum Enterprises Bank Account Verification 2018-2025

Filling out the Spectrum Enterprises Bank Account Verification form is an essential step for applicants and tenants of the IRC § 42 Low Income Housing Tax Credit Program. This guide provides comprehensive instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to complete the Bank Account Verification form online.

1. Click ‘Get Form’ button to access the Bank Account Verification form and open it in your preferred editor.
2. In the first section, provide the project name and unit ID. These details help to identify the specific housing unit associated with your application.
3. Next, fill in your personal information. Enter your name as the applicant or tenant along with your Social Security Number (SSN) and the date.
4. Provide your bank contact information. This includes the name of the bank, a contact person, their address, phone number, city, state, zip, and email address.
5. Authorize the verification of your bank account information by signing your name in the designated signature field. Make sure to date your signature as well.
6. Have your bank complete the section designated for them. They should provide information about your checking and savings account numbers, current balance, average six-month balance, and interest rates.
7. If applicable, fill in details about any other accounts you may hold, such as certificates of deposit or money market accounts. Provide the current balance and interest rate for these accounts as well.
8. Complete any necessary details regarding retirement investments, including whether withdrawals are taken, the amount, and the frequency of those withdrawals.
9. If additional information is needed, attach a separate sheet to the form with the required details, date, and signature.
10. Finally, ensure that the individual from the bank that supplied the information signs, providing their name, title, phone number, fax number, and email address.
11. Once all sections are filled out, review the form for accuracy. Save any changes, and then download, print, or share the completed form as needed.

Start completing the Spectrum Enterprises Bank Account Verification form online today to ensure a swift application process.