Ordering 4506-T from Encompass (TRV)

Ordering 4506-T from Encompass (TRV)

·         Click on “Services” from tool bar.

·         Click on “Verifications”.

·         Select “SettlementOne 4506-T” from providers list and submit.

·         If you do not see SettlementOne, go to ‘All Providers’ and add SettlementOne to ‘My Providers’ List.


·         Enter Provider ID:  0

·         Company ID: 0

·         User ID: first initial last name

·         Password:  Your SettlementOne password

 

·         Proceed by checking off the Products and Year to be ordered.

(For W-2 orders, a 4506-T form will need to be uploaded for each borrower.)

 

·          Attach the 4506-T form by clicking on the magnifying glass located in the bottom left.



·         Click Submit Order. Once submitted you will be sent an e-mail letting you know your order has been received.



To check status of order click on the Second tab “Check Status/View Result” on the order screen.




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