Enhancements to Tax Request Forms*

Release 6.1.1000 includes the following updates to iMP System Admin:

• The existing configuration "Disclosures.TaxTranscriptRequest.DefaultMappings" has been updated to include an additional field ("Sect5Name2") that is used to provide a second IVES participant name to be designated "care of' in section 5 on form 4506-C. This ensures that a second IVES participant name can be properly exported to DocuTech and the LOS so that forms 4506-C (IVES Request for Transcript of Tax Return) and SSA-89 (Authorization for SSA to Release SSN Verification) are generated correctly by the system.

NOTE: This feature requires configuration additions to the JSON Blob, which clients must work with a Cloudvirga team member to configure. Please reach out to your Cloudvirga Implementation team if test cases do not pass for this feature as configurations are automatically set with release deployment. 

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Acceptance Criteria

Use Case #1: Configuration - Additional Field

Use Case #2: Document Generation (Joint Application)

1. Log in to oPOS (Retail or TPO)
2. Start a new joint loan application
3. Complete six pieces of information
4. On the Income tab of the loan application, enter Employment Records for both borrowers where Employment Type = Employed
5. Click on the Edit Transcript Request Forms link
6. Finish completing the Transcript Request Forms for both borrowers
7. Shop for Rates and apply a loan product
8. Request Initial Disclosures
9. Wait for the Disclosure Package to be returned
10. Open the Disclosure Package
11. VERIFY: The IVES information in Section 5 of the 4506-C document(s) is populated correctly, as indicated in the Requirements
12. VERIFY: The Agent Name information on the SSA-89 document(s) is populated correctly, as indicated in the Requirements
13. Export the loan to the LOS and wait for the export to complete
14. Open the loan in the LOS
15. VERIFY: The value for 'Sect5Name2' has been exported to the LOS correctly

Use Case #3: Document Generation (Jointly-Filed Returns)

1. Complete Use Case #2 steps 1-5
2. Set Joint Return with Co-Borrower = Yes for the borrower's Transcript Request Form
3. Finish completing the (Joint) Transcript Request Form for both borrowers
4. Complete Use Case 2 steps 7-15

Use Case #4: Document Generation (Self-Employed Borrower)

1. Complete Use Case #2 steps 1-3
2. On the Income tab, enter the following Employment Records:
   • Borrower:  Employment Type = Self-Employed
   • Co-Borrower: Employment Type = Employed
3. Complete Use Case 2 steps 5-15

Use Case #5: Document Generation (Self-Employed Co-Borrower)

1. Complete Use Case #2 steps 1-3
2. On the Income tab, enter the following Employment Records:
   • Borrower:  Employment Type = Employed
   • Co-Borrower: Employment Type = Self-Employed
3. Complete Use Case 2 steps 5-15

Corresponding Feature(s): 455739