Important Note For Form 433-Oic

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Important note for Form 433-OIC
Supporting information listed below must be at-
Section 6, Item 17
tached for any of the following line items that apply
to you. Failure to do so may delay the processing
• Current statement of monthly payment amount and
current loan balance for any asset listed
of your offer.
Section 2, Item 8
Section 7, Items 18 and 19
• Proof of business income amounts for the past 3
• Proof of gross earnings for the past 3 months, from
months (invoices, balance sheets, sales records,
each employer, including pay stubs or earnings
etc.)
statements, showing deductions
• List of Accounts Receivable
Section 7, Item 21
Section 4, Items 11a thru 11d
• Copy of your last Form 1040 with all schedules
• Bank statements (checking, savings, money mar-
kets, and certificates of deposit) for the past 3
Section 7, Item 30
months for all personal and business accounts
• Proof of all current expenses that you paid for the
• Record of stocks, bonds or other securities you
past 3 months, including utilities, rent, insurance,
own, with current market value of each
property taxes, etc.
• If used as collateral, a statement that includes
the amount pledged, loan terms, and purpose of
Section 7, Item 31
loan
• Proof of all non-business transportation expenses,
• Statement of your interest in all retirement
i.e. car payments, lease payments, fuel, oil,
accounts or profit sharing plans provided by the
insurance, parking, registration, etc.
source of the investment (IRA, 401K, Keogh,
pensions, etc.) and verification of borrowing terms
Section 7, Item 32
Section 6, Items 13 and 14
• Proof of payments for health care for the past
3 months
• Current statement of monthly car payment amount
and current balance of the loan for each vehicle
purchased
Section 7, Item 34
• Copies of any court orders requiring payment
Section 6, Item 15
• Proof of the past 3 months’ payments, i.e. cancelled
• Current statement from lender with monthly pay-
checks, money orders or wage statements showing
ment amount and current balance for each piece
the deductions
of real estate owned
Section 7, Item 36
Section 6, Item 16
• Statement from the life insurance company that
• Current statement of monthly payment amount
includes type and cash/loan value amount
and current loan balance for any asset listed
• If borrowed against, include amount and date of
current loan debt
17

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