IRS Tax Forum For IRS Use Only Case Resolution Data Sheet 2026

1. Click ‘Get Form’ to open the IRS Tax Forum For IRS Use Only Case Resolution Data Sheet in the editor.
2. Begin by checking the appropriate box for the state(s) where you are requesting appointment. This section is crucial for identifying your jurisdiction.
3. Fill in your full name, resident address, city, date of birth, and mailing address. Ensure that all information is accurate to avoid processing delays.
4. Provide your Social Security Number or Federal I.D. Number if it differs from your resident address details. This is essential for identification purposes.
5. Enter your business name and business address, including city, state, and ZIP code. This information helps establish your professional credentials.
6. Indicate the county for which you need appointments and provide the name and phone number of the licensing contact in your company.
7. Read through the notification regarding background checks and sign at the bottom of the form to acknowledge your understanding of this procedure.
8. Finally, forward this completed form along with copies of your current Life/Health licenses to Certus Management Group as instructed.

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