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RSR Financial Forms and Documents |
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Equipment Financing |
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If your financing request is less than $75,000, then you will only need to download the Equipment Financing Application Form. If your request is greater than $75,000, then you will also need to download the Financial Disclosure Documentation Form. For your convenience, these forms can be filled in "0n-screen", saved as a file, updated later, if necessary, and then emailed to us as an attachemnt. Follow the instructions carefully on the appropriate form(s). You can also print the forms and fax them to us at 775-851-7966 if you prefer. |
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Tax Information Worksheets |
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These forms will help you organize your relevant tax information prior to filing your return. Simply select the forms that are most related to your personal situation. For your conveniuence, these forms can be filled with your relevant totals "on-screen"! Once done you can save the forms to a file, update them later if necessary and then email them to me as an attachment. You can also print the forms to paper, fill them in and then fax, mail or bring them in with you if you have scheduled an appointment.
The personal information form and source document forms are very important. The personal information form is for you to list the legal name, social security number and date of birth for you, your spouse and all of your children and/or dependents. The source document list form is a check list for the documents that will be sent to you and the IRS and must be matched when your return is prepared.
Our fax number is 775-851-7966. If you chose to scan the forms, do so and then email them as attachments to rick@rsrfinancial.com. Call us if you have any questions at 775-851-7900. |
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Credit Report |
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If we are going to help you secure financing of any kind, it is a good idea to let us run your credit bureau report first. Most lending is driven by your FICO score and all lenders use specific scoring models to determine your credit worthiness. If you would like us to run your bureau for you, we will do it at no cost to you. Make your request by email, and we will send you a form to authorize us or our lenders to do this for you. We will provide you with a consumer copy of your report when it is completed.
Once you receive your form (via email, fax or mail), just fill in your legal name, social security number, home address, date of birth, sign it at the bottom and fax it back to us. We will fill in the remainder of the pertinent information if required.
Our email address is: rick@rsrfinancial.com
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