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Fact Finding Questionnaire
Loss of Income Dates Confirmation
Please take the time to fill out this form with precision and completeness. Specifically, note the importance of providing specific dates where requested as this information will be used for various tax forms that we need to file on your behalf. Careful attention to detail will enhance the strength of your claim.
Click below to view sample tax form showing where these dates may be needed:
We’re Here for You:
Should you encounter any questions or uncertainties while completing the form, our dedicated support team is just a click away. Visit the “Help and Support” section in your client portal, or call us at (480) 790-9186 and we’ll promptly assist you. Your peace of mind is our top priority.