503-799-3711 • workshopteam@rate.com • The Workshop Team @ Rate

4506-T Form

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The 4506-T, an IRS form, is a permission slip. When you sign it, you authorize us to request a transcript of your recent federal tax filings. We compare the numbers on these transcripts with the tax documents you provided and make sure they match.


Additional resources

In addition to our glossary, we have a library of downloadable PDFs that cover income and asset documentation, and other aspects of the mortgage process.

Rate Locks: a PDF you can download

Downloadable PDF

4506-T
Information

Offer accepted - document checklist too help you gather what we’ll need, processing your loan

Downloadable PDF

Document
checklist


Want to learn more about financing options? We have a ton of explainer videos on our YouTube channel.


Subscribe to our YouTube channel!

We have a growing YouTube library of videos covering every part of the mortgage process. Head over and explore, and don’t forget to subscribe (and turn on notifications so you don’t miss new videos!)


The Workshop Team are Employees of Rate, Inc.