Financial Services Documents

This file provides detailed instructions on how to complete IRS Form 433-D for setting up direct debit installment agreements. Perfect for taxpayers looking to manage their tax payments efficiently. Follow the guidelines to ensure accurate submission.

This guide ensures quality and accuracy in tax return preparation for VITA/TCE volunteers. It outlines key requirements and processes for maintaining consistent site operations. Volunteers can rely on this resource for best practices and compliance in tax services.

This workbook provides essential guidance for planning ahead financially. It includes instructions on managing important information and making critical decisions. Perfect for individuals seeking to organize their financial and health information.

This document outlines the founding charter of the Information Technology Services Project Management Office (ITS PMO). It details the mission, goals, and performance indicators that guide the PMO's operations. Essential for understanding the function and authority of the PMO within the University of Tennessee Health Science Center.

This document provides essential answers to frequently asked questions about online account management. It addresses issues like user ID, password retrieval, and payment processing. Ideal for anyone needing assistance with online services.

This file contains the Request for Proposals for consulting services regarding the management and operation of the IT system at AFU. It is designed for consultants interested in participating in this project. Thorough reading of the instructions is essential for successful proposal submissions.

This file is a Uniform Residential Loan Application for an additional borrower. It includes sections to fill out personal information, employment details, income sources, and other financial information required for a loan application. The file is intended to be completed by the lender and borrower.

This document outlines the performance work statement for IT services within the Air Force Reserve Command. It details the scope, responsibilities, and management activities required for effective service delivery. Contractors and personnel involved will find this guide crucial for understanding their roles and expectations.

The Form 13615 outlines ethical conduct standards for volunteers in VITA/TCE programs. It ensures volunteers are trained and certified to provide quality tax assistance. Complete this form prior to participating in VITA/TCE services.

This file is a loan application form provided by the East Central Regional Development Commission for businesses affected by COVID-19. It includes sections for basic information, company information, requested amount, sources and use of funds, proposed financing terms, job creation, and business profile. The application can be filled out, saved, and printed for submission.

This file contains the Request for Proposals (RFP) for rate consulting services issued by LIPA. It includes detailed questions and answers regarding the proposal process and requirements. Ideal for consulting firms seeking to understand the RFP specifications and submission guidelines.

This file provides a case study on how Artic Consulting helped a building supply company optimize its procurement process through automation. It details the challenges faced by the company with manual paper forms and how a digital solution was implemented. The case study illustrates the steps taken by Artic Consulting to streamline workflows using Microsoft Power Apps and Power Automate.