Form 4506T-EZ is an Internal Revenue Service (IRS) document that is used to retrieve past tax transcripts on file with the IRS. The form allows the individual to send the tax transcripts to a third party, such as Transamerica.
Recently, the IRS updated Form 4506T-EZ. Before completing the form, ensure you are using the correct version by checking the lower right corner. The latest version of the form is “Form 4506T-EZ (Rev. 7-2017).” The IRS will not accept any prior versions of the form.
As a reminder, Form 4506T-EZ is required for all Transamerica life products that have face amounts greater than $2.5 million, and at underwriter discretion for lower amounts, to verify financial information.