Tax_Freebies

TAX FREEBIES PACKET
Please make sure ALL information is entered correctly. If incorrect, the process WILL be delayed.
Full Legal First & Last Name:
Email Address:
example@example.com
Phone Number:
Format: (000) 000-0000.
Who was your tax professional this tax season?:
What date did you receive your refund and how much was it?
STEP 2— Credit Monitoring Setup (MUST stay active for at least 4 months)

Create your credit monitoring account at this link: https://myfreescorenow.com/enrol/?AID=AndersonConsultingServicesandCoLLC&PID=742622 22
Username:
Password:
STEP 3— CFPB Account Login

Create your account here: https://portal.consumerfinance.gov/consumer/s/login/SelfRegister
Username:
Password:
STEP 5 — Free Vacation Selection (Pick ONE)

Available Options:
Selected Vacation:
STEP 6 - Upload Required Documents

Documents must be clear and readable.

Required Uploads:
Government-issued Driver's License

Proof of Residence (Utility bill, Check Stub, or Bank Statement)
Driver License| State ID

Cancelof
Proof of residence(check stub bank statement, or utility bill) Address does NOT have to match the address on your ID

Cancelof
Signature:
STEP 7 - Signature Agreement

By signing below, I verify that all information provided is true and correct. I understand that incorrect information or inactive credit monitoring WILL delay my credit sweep process. Signature: Date:
Date:

MonthDayYear
Date
Should be Empty:

TAX FREEBIES PACKET