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Federal Direct Consolidation Loan Application and Promissory Note

The Federal Direct Consolidation Loan Application and Promissory Note allows borrowers to combine multiple federal student loans into a single Direct Consolidation Loan with one monthly payment and one loan servicer. Consolidation can simplify repayment and provide access to additional repayment plans and forgiveness programs.

FAFSA (Free Application for Federal Student Aid)

The FAFSA (Free Application for Federal Student Aid) is the gateway to federal financial aid for college and career school. Students and families complete the FAFSA to determine eligibility for federal grants, work-study, and loans, as well as many state and institutional aid programs.

Income-Driven Repayment (IDR) Plan Request

The Income-Driven Repayment (IDR) Plan Request form allows federal student loan borrowers to apply for a repayment plan that bases monthly payments on income and family size rather than loan balance. After 20-25 years of qualifying payments, any remaining balance may be forgiven.

In-School Deferment Request

The In-School Deferment Request form allows federal student loan borrowers to temporarily postpone their loan payments while enrolled at least half-time in an eligible college or career school. During deferment, interest does not accrue on subsidized loans.

OF-306 (Declaration for Federal Employment)

Optional Form 306 (OF-306) is the Declaration for Federal Employment, used to collect background information from applicants and appointees for federal positions. It covers topics including selective service registration, military service, criminal history, and prior federal employment.

OPM-71 (Request for Leave or Approved Absence)

OPM Form 71 is used by federal employees to request annual leave, sick leave, leave without pay (LWOP), and other approved absences. It serves as the official record of leave requests and approvals within federal agencies.

PSLF (Public Service Loan Forgiveness) Form

The PSLF (Public Service Loan Forgiveness) Form serves as both the Employment Certification Form (ECF) and the application for forgiveness. It is used to certify qualifying public service employment and, once 120 qualifying payments have been made, to apply for forgiveness of the remaining Direct Loan balance.

SF-15 (Application for 10-Point Veteran Preference)

Standard Form 15 (SF-15) is used by veterans, disabled veterans, and certain family members to claim 10-point preference in federal hiring. Veteran preference gives eligible applicants an advantage in the competitive examination and appointment process for federal jobs.

SF-182 (Authorization, Agreement, and Certification of Training)

Standard Form 182 (SF-182) is used to authorize, agree to, and certify training for federal employees. It documents the training request, supervisor and agency approval, training costs, and the employee continued-service agreement if applicable.

SF-2809 (Health Benefits Election Form - FEHB)

Standard Form 2809 (SF-2809) is the Health Benefits Election Form used by federal employees and annuitants to enroll in, change, or cancel coverage under the Federal Employees Health Benefits (FEHB) Program, one of the largest employer-sponsored group health insurance programs in the world.

SF-2817 (Life Insurance Election - FEGLI)

Standard Form 2817 (SF-2817) is used by federal employees to elect, change, or cancel coverage under the Federal Employees Group Life Insurance (FEGLI) Program. FEGLI provides group term life insurance and accidental death and dismemberment coverage.

SF-2823 (Designation of Beneficiary - FEGLI)

Standard Form 2823 (SF-2823) allows federal employees and annuitants covered under the Federal Employees Group Life Insurance (FEGLI) Program to designate one or more beneficiaries to receive their life insurance proceeds. Without a designation, proceeds are paid in the default order of precedence established by law.

SGLV 8286 (Servicemembers' Group Life Insurance Election and Certificate)

SGLV 8286 is used by servicemembers to decline or reduce Servicemembers' Group Life Insurance (SGLI) coverage, change beneficiary designations, or restore previously declined coverage. SGLI provides low-cost group life insurance to eligible members of the uniformed services.

Teacher Loan Forgiveness Application

The Teacher Loan Forgiveness Application allows eligible teachers to receive forgiveness of up to $17,500 on their Direct Subsidized and Unsubsidized Loans and Subsidized and Unsubsidized Federal Stafford Loans after completing five consecutive years of teaching at a qualifying low-income school or educational service agency.

Total and Permanent Disability (TPD) Discharge Application

The Total and Permanent Disability (TPD) Discharge Application allows federal student loan borrowers and TEACH Grant recipients to apply for discharge of their loans or service obligation due to a total and permanent disability. If approved, the remaining balance is forgiven and the borrower is no longer required to make payments.

VA 21-0966 (Intent to File a Claim for Compensation and/or Pension)

VA Form 21-0966 allows veterans and their survivors to submit an intent to file a claim for disability compensation, pension, or survivors benefits. Filing an intent to file establishes a potential effective date for benefits up to one year before the formal claim is submitted.

VA 21-22 (Appointment of Veterans Service Organization as Claimant's Representative)

VA Form 21-22 appoints a Veterans Service Organization (VSO) such as the American Legion, VFW, DAV, or another recognized organization to act as the veteran representative in preparing, presenting, and prosecuting claims for VA benefits. The VSO provides free assistance throughout the claims process.

VA 21-4138 (Statement in Support of Claim)

VA Form 21-4138 (Statement in Support of Claim) provides veterans and claimants a way to submit a written statement to the VA in connection with a benefits claim. It is used to add context, explanations, or additional information that supports a pending or future claim for VA benefits.

VA 21-526EZ (Application for Disability Compensation and Related Compensation Benefits)

VA Form 21-526EZ is the primary application for veterans to claim disability compensation for service-connected conditions. It is used for new claims, claims for increased disability ratings, and secondary service-connection claims. Disability compensation is a monthly tax-free benefit paid to veterans who are disabled due to injuries or diseases incurred or aggravated during active military service.

VA 29-8636 (Application for Veterans' Group Life Insurance)

VA Form 29-8636 is the application for Veterans' Group Life Insurance (VGLI), a program that allows veterans to convert their Servicemembers' Group Life Insurance (SGLI) coverage to a renewable term life insurance policy after separating from military service. VGLI coverage can be kept for life regardless of health changes.

1095-A (Health Insurance Marketplace Statement)

Form 1095-A is issued by the Health Insurance Marketplace to individuals who enrolled in a qualified health plan. It reports the months of coverage, the monthly premium amounts, and any advance payments of the Premium Tax Credit received during the year.

1095-B (Health Coverage)

Form 1095-B is issued by health insurance providers to report that you and your dependents had qualifying health coverage during the year. It confirms minimum essential coverage for each month of the tax year.

1095-C (Employer-Provided Health Insurance Offer and Coverage)

Form 1095-C is provided by Applicable Large Employers (ALEs) with 50 or more full-time employees to report the health insurance coverage they offered, or did not offer, to each employee. It is used to enforce the employer shared responsibility provision of the Affordable Care Act.

ADA Dental Claim Form

The ADA Dental Claim Form is the standard form used by dental professionals to submit claims to dental insurance carriers for reimbursement of dental services. Published by the American Dental Association, it captures patient information, treating dentist details, diagnosis codes, CDT procedure codes, and fee information.

CMS-10106 (1-800-MEDICARE Authorization)

Form CMS-10106 authorizes 1-800-MEDICARE to share a Medicare beneficiary's personal health information with a designated person or organization. It is required when a beneficiary wants someone else, such as a family member, caregiver, or attorney, to access their Medicare claims and health records on their behalf.

CMS-1490S (Patient's Request for Medical Payment)

Form CMS-1490S is used by Medicare beneficiaries to request reimbursement for medical services when the provider did not submit a claim on the beneficiary's behalf. This commonly occurs when receiving care from a non-participating provider, while traveling, or from a provider who does not accept Medicare assignment.

CMS-1500 (Health Insurance Claim Form)

The CMS-1500 is the standard paper claim form used by healthcare professionals and suppliers to bill Medicare, Medicaid, and other health insurance payers for professional (non-institutional) services. Developed by the National Uniform Claim Committee (NUCC), it is the most widely used healthcare claim form in the United States.

CMS-1763 (Medicare Advance Written Notice of Non-Coverage)

Form CMS-1763 is used by hospitals and other institutional providers to notify Medicare patients that their inpatient hospital stay or certain services are expected to end or will no longer be covered by Medicare. It gives patients advance written notice so they can decide whether to continue receiving services at their own expense or exercise their appeal rights.

CMS-20027 (Medicare Redetermination Request)

Form CMS-20027 is used to request the first level of appeal (redetermination) when a Medicare beneficiary, provider, or supplier disagrees with an initial Medicare coverage or payment decision. This is the first step in the Medicare appeals process.

CMS-40B (Application for Enrollment in Medicare Part B)

Form CMS-40B is used to apply for enrollment in Medicare Part B (Medical Insurance), which covers physician services, outpatient care, and other medical services. It is commonly used during a Special Enrollment Period (SEP) by individuals who delayed Part B enrollment because they had employer-sponsored health coverage.

CMS-484 (Certificate of Medical Necessity - Oxygen)

Form CMS-484 is the Certificate of Medical Necessity (CMN) specifically for oxygen equipment and supplies. It documents the medical justification for Medicare to cover home oxygen therapy, including the type of oxygen delivery system, flow rate, and clinical findings that demonstrate the medical necessity of supplemental oxygen.

CMS-855I (Medicare Enrollment Application - Physicians)

Form CMS-855I is the Medicare enrollment application for individual physicians and non-physician practitioners. It must be completed before a provider can bill Medicare for services. The form collects credentials, practice locations, NPI, tax identification, and billing arrangement information.

CMS-L564 (Request for Employment Information)

Form CMS-L564 provides proof to Social Security that an individual has been continuously covered by a group health plan based on current employment. It serves as documentation for Medicare Part B Special Enrollment Period (SEP) eligibility, proving that the applicant had employer-based coverage and is not subject to late enrollment penalties.

DD-2642 (TRICARE Medical Claim)

DD Form 2642 is used by TRICARE beneficiaries to file medical claims and request reimbursement when their healthcare provider does not file a claim on their behalf. Common scenarios include receiving care while traveling, getting care from a non-participating provider, or filing overseas claims.

SF-180 (Request Pertaining to Military Records)

Standard Form 180 is used to request military personnel records, health records, and medical documentation from the National Personnel Records Center (NPRC). Veterans and their next-of-kin commonly use it to obtain service records, discharge documents (DD-214), and military medical records needed for VA benefits, healthcare, and employment verification.

VA 10-0137 (VA Advance Directive)

VA Form 10-0137 is the VA Advance Directive, combining a Living Will and Durable Power of Attorney for Health Care into a single document. It allows veterans to document their healthcare wishes in advance, designate a healthcare agent to make medical decisions on their behalf, and specify their preferences for end-of-life care.

VA 10-10D (Application for CHAMPVA Benefits)

VA Form 10-10D is used to apply for CHAMPVA (Civilian Health and Medical Program of the Department of Veterans Affairs), a health insurance program that provides coverage for eligible family members of veterans who have been rated permanently and totally disabled due to a service-connected condition, or who died from a service-connected disability.

VA 10-10EZ (Application for Health Benefits)

VA Form 10-10EZ is the primary application for enrollment in the VA healthcare system. Veterans use this form to apply for comprehensive healthcare benefits at VA medical facilities and approved community providers. The form collects personal, military service, insurance, and financial information to determine eligibility and priority group placement.

VA 10-7959C (CHAMPVA Other Health Insurance Certification)

VA Form 10-7959C certifies other health insurance (OHI) coverage for CHAMPVA applicants and beneficiaries. It is required when applying for CHAMPVA if the applicant has other health insurance, and is also used to report insurance changes for existing CHAMPVA enrollees. CHAMPVA is the secondary payer when other insurance is present.

WH-380-E (FMLA Certification - Employee's Serious Health Condition)

Form WH-380-E is used under the Family and Medical Leave Act (FMLA) to provide medical certification supporting an employee's request for FMLA leave due to their own serious health condition. A serious health condition includes any illness, injury, impairment, or physical or mental condition that involves inpatient care or continuing treatment by a healthcare provider.

WH-380-F (FMLA Certification - Family Member's Serious Health Condition)

Form WH-380-F is used under the Family and Medical Leave Act (FMLA) to certify that an employee's request for FMLA leave is due to a family member's serious health condition. FMLA allows eligible employees to take up to 12 weeks of unpaid, job-protected leave to care for a spouse, child, or parent with a serious health condition.

WH-381 (FMLA Notice of Eligibility and Rights)

Form WH-381 is used by employers to notify employees whether they are eligible for FMLA leave and to inform them of their rights and responsibilities under the Family and Medical Leave Act. Employers must provide this notice within 5 business days of the employee's FMLA leave request or when they become aware the leave may qualify under FMLA.

WH-385 (FMLA Certification - Military Caregiver Leave)

Form WH-385 certifies that an employee's request for FMLA military caregiver leave is due to a serious injury or illness of a current servicemember. FMLA provides up to 26 weeks of unpaid, job-protected leave in a single 12-month period for an eligible employee to care for a covered servicemember with a serious injury or illness incurred in the line of duty.

I-9 (Employment Eligibility Verification)

The I-9 form verifies the identity and employment authorization of every person hired for work in the United States. Both the employee and employer must complete their respective sections of the form.

2848 (Power of Attorney and Declaration of Representative)

Form 2848 authorizes an individual (such as an attorney, CPA, or enrolled agent) to represent a taxpayer before the IRS. It grants the representative power of attorney to receive confidential tax information and act on the taxpayer behalf.

433-D (Installment Agreement)

Form 433-D is used to set up a monthly installment agreement with the IRS for paying outstanding tax liabilities. It establishes the payment amount, due date, and method of payment (typically direct debit from a bank account).

7004 (Application for Automatic Extension of Time to File)

Form 7004 is used by businesses to request an automatic extension of time to file certain business income tax, information, and other returns. The extension is typically 6 months (5 months for certain forms like Form 1065).

8233 (Exemption From Withholding on Compensation for Independent Personal Services)

Form 8233 is used by nonresident alien individuals to claim an exemption from withholding on compensation for independent personal services (and in some cases, dependent personal services) based on an income tax treaty between the United States and their country of residence.

8821 (Tax Information Authorization)

Form 8821 authorizes a designated individual or organization to receive and inspect your confidential tax information from the IRS. Unlike Form 2848, it does not grant the appointee the authority to represent you or take action on your behalf.

8822 (Change of Address)

Form 8822 is used to notify the IRS of a change in your home mailing address. This ensures that IRS correspondence, refund checks, and other notices are sent to the correct address.

8822-B (Change of Address or Responsible Party - Business)

Form 8822-B is used by businesses to notify the IRS of a change in their business mailing address or a change in the responsible party associated with their Employer Identification Number (EIN).

8850 (Pre-Screening Notice and Certification Request for WOTC)

Form 8850 is the pre-screening notice and certification request for the Work Opportunity Tax Credit (WOTC). Employers use it to determine if a new hire belongs to a targeted group that qualifies for the tax credit.

9465 (Installment Agreement Request)

Form 9465 is used to request a monthly installment plan for paying tax you owe but cannot pay in full. The IRS offers several types of payment plans depending on the amount owed and your financial situation.

14039 (Identity Theft Affidavit)

Form 14039 is the Identity Theft Affidavit used to report suspected tax-related identity theft to the IRS. It alerts the IRS that someone may have used your SSN or ITIN to file a fraudulent tax return or for other tax fraud.

56 (Notice Concerning Fiduciary Relationship)

Form 56 is used to notify the IRS that a fiduciary relationship exists. A fiduciary (such as an executor, administrator, trustee, or guardian) uses this form to establish their authority to act on behalf of another person or entity for tax purposes.

966 (Corporate Dissolution or Liquidation)

Form 966 is used to report the adoption of a resolution or plan to dissolve a corporation or liquidate its stock. It notifies the IRS that the corporation intends to cease operations.

SBA Form 413 (Personal Financial Statement)

SBA Form 413 is a personal financial statement required by the Small Business Administration as part of business loan applications. It provides a snapshot of the applicant's personal assets, liabilities, and net worth.

SBA Form 1919 (Borrower Information Form)

SBA Form 1919 is the Borrower Information Form required for SBA 7(a) and 504 loan programs. It collects detailed information about the business, its owners, and the loan request to determine eligibility.

SF-1199A (Direct Deposit Sign-Up Form)

Standard Form 1199A is the official federal Direct Deposit Sign-Up Form used to authorize the U.S. government to deposit payments (such as Social Security, federal salary, or tax refunds) directly into your bank account.

SS-5 (Application for a Social Security Card)

Form SS-5 is the application for a Social Security Card. It is used to apply for an original Social Security number (SSN), get a replacement card, or change the name on an existing card.

W-4P (Withholding Certificate for Periodic Pension or Annuity Payments)

Form W-4P tells the payer of your periodic pension or annuity payments how much federal income tax to withhold. It works similarly to the W-4 for wages, but applies to retirement income.

W-4R (Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions)

Form W-4R is used to elect the amount of federal income tax withholding on nonperiodic payments from retirement plans, IRAs, annuities, and eligible rollover distributions. The default withholding is 20% for eligible rollover distributions and 10% for other nonperiodic payments.

W-8BEN (Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding)

Form W-8BEN is used by foreign individuals to certify their foreign status for U.S. tax withholding purposes and to claim treaty benefits that may reduce or eliminate withholding on U.S.-source income such as interest, dividends, rents, and royalties.

W-8BEN-E (Certificate of Status of Beneficial Owner for United States Tax Withholding - Entities)

Form W-8BEN-E is used by foreign entities (corporations, partnerships, trusts, etc.) to certify their foreign status for U.S. tax withholding purposes, claim tax treaty benefits, and provide their FATCA (Foreign Account Tax Compliance Act) classification.

1040 (U.S. Individual Income Tax Return)

The 1040 is the standard federal income tax return form used by U.S. individuals to report their annual income to the IRS. Nearly every taxpayer files a 1040 each year to calculate their tax liability, claim deductions and credits, and determine whether they owe additional tax or are due a refund.

1040-ES (Estimated Tax for Individuals)

Form 1040-ES is used to calculate and pay estimated quarterly taxes on income that is not subject to withholding. This includes self-employment income, interest, dividends, rent, alimony, and capital gains.

1065 (U.S. Return of Partnership Income)

Form 1065 is the annual information return filed by partnerships to report their income, deductions, gains, and losses. The partnership itself does not pay income tax; instead, profits and losses pass through to individual partners who report them on their personal tax returns.

1098 (Mortgage Interest Statement)

Form 1098 reports the amount of mortgage interest, points, and mortgage insurance premiums paid by a borrower during the year. Lenders and mortgage servicers issue this form to borrowers who paid $600 or more in mortgage interest.

1098-T (Tuition Statement)

Form 1098-T reports amounts billed or paid for qualified tuition and related expenses at eligible educational institutions. Students use this form to claim education tax credits like the American Opportunity Credit or Lifetime Learning Credit.

1099-DIV (Dividends and Distributions)

Form 1099-DIV reports dividends and other distributions paid to shareholders by banks, mutual funds, and other financial institutions. It distinguishes between ordinary dividends, qualified dividends (taxed at lower capital gains rates), and capital gain distributions.

1099-INT (Interest Income)

Form 1099-INT reports interest income paid to individuals by banks, savings institutions, brokerage firms, and other payers. It covers interest from savings accounts, CDs, bonds, and other interest-bearing investments.

1099-K (Payment Card and Third Party Network Transactions)

Form 1099-K reports payments received through payment card transactions (credit, debit) and third-party payment network transactions (PayPal, Venmo, Stripe, etc.). Reporting thresholds are subject to IRS phase-in rules and can change by tax year.

1099-MISC (Miscellaneous Information)

The 1099-MISC reports various types of miscellaneous payments including rent, royalties, prizes, awards, medical and healthcare payments, and crop insurance proceeds. It was previously used for nonemployee compensation, which now has its own form (1099-NEC).

1099-NEC (Nonemployee Compensation)

The 1099-NEC reports payments of $600 or more made to non-employees such as freelancers, independent contractors, and self-employed individuals. Businesses use this form to report compensation paid outside of regular employment.

1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans)

Form 1099-R reports distributions from pensions, annuities, retirement plans (401(k), IRA), profit-sharing plans, and insurance contracts. It shows the gross distribution amount, taxable portion, and any federal or state tax withheld.

1120-S (U.S. Income Tax Return for an S Corporation)

Form 1120-S is the annual tax return filed by S corporations. Like partnerships, S corporations are pass-through entities: the corporation reports its income, deductions, and credits, but the tax liability passes through to individual shareholders.

2553 (Election by a Small Business Corporation)

Form 2553 is filed by a corporation or eligible entity to elect S corporation status under Section 1362(a) of the Internal Revenue Code. This election allows the corporation to pass income, losses, deductions, and credits through to shareholders, avoiding double taxation.

4868 (Application for Automatic Extension of Time to File)

Form 4868 grants an automatic 6-month extension to file your individual income tax return. It extends the filing deadline but does not extend the time to pay tax owed.

8829 (Expenses for Business Use of Your Home)

Form 8829 calculates the deductible expenses for business use of your home (home office deduction). It determines the percentage of your home used for business and applies that to housing expenses like mortgage interest, rent, utilities, and insurance.

8962 (Premium Tax Credit)

Form 8962 calculates the Premium Tax Credit (PTC) for individuals who purchased health insurance through the Health Insurance Marketplace. It reconciles advance credit payments received during the year with the actual credit amount based on your final income.

940 (Employer's Annual Federal Unemployment Tax Return)

Form 940 reports the annual Federal Unemployment Tax Act (FUTA) tax. FUTA tax is paid entirely by employers and funds unemployment compensation programs. It is separate from state unemployment taxes.

941 (Employer's Quarterly Federal Tax Return)

Form 941 is filed quarterly by employers to report income taxes withheld from employee wages, as well as the employer and employee shares of Social Security and Medicare taxes (FICA). It is one of the most commonly filed employment tax forms.

Schedule 1 (Additional Income and Adjustments to Income)

Schedule 1 is an attachment to Form 1040 used to report additional income not listed directly on the 1040 (such as business income, unemployment compensation, and alimony received) and to claim adjustments to income (such as student loan interest, educator expenses, and IRA contributions).

Schedule C (Profit or Loss From Business)

Schedule C is used to report income or loss from a sole proprietorship or single-member LLC. It is filed as an attachment to Form 1040 and calculates the net profit or loss from your business activities.

Schedule D (Capital Gains and Losses)

Schedule D reports the overall gain or loss from the sale or exchange of capital assets such as stocks, bonds, mutual funds, and real estate. It separates transactions into short-term (held one year or less) and long-term (held more than one year), which are taxed at different rates.

Schedule SE (Self-Employment Tax)

Schedule SE calculates the self-employment tax owed by individuals who work for themselves. Self-employment tax covers Social Security and Medicare taxes that would otherwise be withheld by an employer.

SS-4 (Application for Employer Identification Number)

Form SS-4 is used to apply for an Employer Identification Number (EIN) from the IRS. An EIN is a nine-digit number assigned to businesses, trusts, estates, and other entities for tax filing and reporting purposes.

W-2 (Wage and Tax Statement)

The W-2 reports wages paid to an employee and the taxes withheld during the calendar year. Employers must provide W-2 forms to each employee and file copies with the Social Security Administration (SSA).

W-3 (Transmittal of Wage and Tax Statements)

Form W-3 is the transmittal form that accompanies Copy A of all W-2 forms when filed with the Social Security Administration (SSA). It summarizes the total wages, tips, and tax withholding across all W-2s issued by the employer.

W-4 (Employee's Withholding Certificate)

The W-4 form tells your employer how much federal income tax to withhold from your paycheck. Every new employee in the United States fills out a W-4 when starting a job, and you can update it anytime your financial situation changes.

W-9 (Request for Taxpayer Identification Number)

The W-9 form is used by businesses to request the taxpayer identification number (TIN) of freelancers, contractors, and other payees. If you do any freelance or contract work in the United States, you will be asked to fill out a W-9 before receiving payment.

DS-11 (Application for a U.S. Passport)

Form DS-11 is the application for a new U.S. passport. It is used by first-time applicants, minors under 16, and adults whose previous passport was issued more than 15 years ago, was lost or stolen, or was issued before age 16.

DS-82 (U.S. Passport Renewal Application)

Form DS-82 is used to renew a U.S. passport by mail. It offers a simpler process than Form DS-11 since you do not need to appear in person. You must meet specific eligibility criteria to use this form.

I-130 (Petition for Alien Relative)

Form I-130 is filed by a U.S. citizen or lawful permanent resident to establish a qualifying family relationship with a foreign national relative who wants to immigrate to the United States. It is the first step in the family-based immigration process.

I-131 (Application for Travel Document)

Form I-131 is used to apply for a travel document from USCIS, including a reentry permit, refugee travel document, or advance parole. These documents allow certain immigrants and nonimmigrants to travel outside the United States and return.

I-140 (Immigrant Petition for Alien Workers)

Form I-140 is filed by a U.S. employer to petition for a foreign national employee to become a lawful permanent resident based on an employment offer. It is a key step in the employment-based green card process.

I-485 (Application to Register Permanent Residence or Adjust Status)

Form I-485 is used to apply for lawful permanent resident status (green card) while you are present in the United States. It is the final step in the adjustment of status process for both family-based and employment-based immigration.

I-765 (Application for Employment Authorization)

Form I-765 is used to request an Employment Authorization Document (EAD) from USCIS. The EAD allows eligible foreign nationals to work legally in the United States for a specific period.

I-864 (Affidavit of Support Under Section 213A of the INA)

Form I-864 is a legally binding contract between a sponsor and the U.S. government, in which the sponsor agrees to financially support the immigrant and maintain their income at or above 125% of the Federal Poverty Guidelines. It is required for most family-based and some employment-based green card applications.

N-400 (Application for Naturalization)

Form N-400 is the application for U.S. naturalization (citizenship). Lawful permanent residents who meet the eligibility requirements file this form to become United States citizens, gaining the right to vote, hold a U.S. passport, and petition for family members.

AR-11 (Alien Change of Address Card)

Form AR-11 is used by non-U.S. citizens to report a change of address to USCIS. Federal law requires most non-citizens to report an address change within 10 days of moving. Failure to report can be a misdemeanor and may affect pending immigration applications.

EOIR-28 (Notice of Entry of Appearance as Attorney or Representative)

Form EOIR-28 is filed by attorneys and accredited representatives to formally enter their appearance in a case before an Immigration Judge or the Board of Immigration Appeals (BIA). It establishes the attorney-client relationship for immigration court proceedings.

EOIR-42B (Application for Cancellation of Removal for Certain Nonpermanent Residents)

Form EOIR-42B is used by certain nonpermanent residents in removal proceedings to apply for cancellation of removal. If granted, the applicant receives lawful permanent resident status. This form of relief requires demonstrating 10 years of continuous physical presence, good moral character, and that removal would cause exceptional and extremely unusual hardship to a qualifying U.S. citizen or lawful permanent resident relative.

G-28 (Notice of Entry of Appearance as Attorney or Accredited Representative)

Form G-28 is used by attorneys and accredited representatives to notify USCIS that they are representing an applicant, petitioner, or respondent in an immigration matter. It authorizes USCIS to communicate with the representative about the case.

G-1145 (E-Notification of Application/Petition Acceptance)

Form G-1145 is a simple, optional form that requests USCIS send an electronic notification (email and/or text message) when your application or petition is accepted at a USCIS lockbox facility. It provides faster confirmation than waiting for a paper receipt notice.

I-129 (Petition for a Nonimmigrant Worker)

Form I-129 is used by U.S. employers to petition for a foreign worker to come to the United States temporarily in a nonimmigrant worker classification, including H-1B (specialty occupation), L-1 (intracompany transferee), O-1 (extraordinary ability), TN (NAFTA professionals), and other work visa categories.

I-130A (Supplemental Information for Spouse Beneficiary)

Form I-130A collects additional information about a spouse beneficiary when filing Form I-130 (Petition for Alien Relative) for a husband or wife. It must be filed together with the I-130 and provides details about the spouse that are not captured on the main petition form.

I-134 (Declaration of Financial Support)

Form I-134 is a declaration of financial support used to demonstrate that a visitor or temporary nonimmigrant will be financially supported during their stay in the United States. Unlike Form I-864 (Affidavit of Support), the I-134 is not a legally binding contract but serves as evidence that the visitor will not become a public charge.

I-290B (Notice of Appeal or Motion)

Form I-290B is used to file an appeal or a motion to reopen or reconsider a USCIS decision. An appeal goes to the Administrative Appeals Office (AAO) or the Board of Immigration Appeals (BIA) for review. A motion asks the same USCIS office that made the unfavorable decision to reexamine it.

I-539 (Application to Extend/Change Nonimmigrant Status)

Form I-539 is used by nonimmigrants currently in the United States to apply for an extension of their authorized stay or to change to a different nonimmigrant status. Common uses include extending a B-1/B-2 visitor visa stay, changing from student (F-1) to work visa status, or extending dependent status.

I-589 (Application for Asylum and for Withholding of Removal)

Form I-589 is used to apply for asylum in the United States, withholding of removal, and protection under the Convention Against Torture (CAT). Asylum is a form of protection for individuals who have been persecuted or fear persecution based on race, religion, nationality, membership in a particular social group, or political opinion.

I-693 (Report of Medical Examination and Vaccination Record)

Form I-693 documents a medical examination and vaccination record for immigration purposes. It must be completed by a USCIS-designated civil surgeon and is required for most applicants seeking adjustment of status to permanent residence (green card) in the United States.

I-751 (Petition to Remove Conditions on Residence)

Form I-751 is used by conditional permanent residents to remove the conditions on their residence and obtain a permanent (10-year) green card. Conditions are placed on the green card when the marriage-based immigration petition was filed within 2 years of the marriage. The I-751 must be filed jointly with the petitioning spouse during the 90-day window before the conditional residence expires.

I-912 (Request for Fee Waiver)

Form I-912 is used to request a fee waiver for certain USCIS immigration applications and petitions. If approved, USCIS waives the filing fee based on the applicant demonstrating inability to pay. Not all forms are eligible for a fee waiver.

N-565 (Application for Replacement Naturalization/Citizenship Document)

Form N-565 is used to apply for a replacement Certificate of Citizenship or Certificate of Naturalization that has been lost, destroyed, damaged, or contains errors. It can also be used to request a name change on the certificate following a legal name change.

N-600 (Application for Certificate of Citizenship)

Form N-600 is used to obtain a Certificate of Citizenship from USCIS. It is filed by individuals who claim to have acquired or derived U.S. citizenship through birth abroad to a U.S. citizen parent, or through the naturalization of a parent while the individual was a child and a permanent resident.

SF-86 (Questionnaire for National Security Positions)

Standard Form 86 (SF-86) is a questionnaire used for national security background investigations in the United States. It collects detailed personal information to determine eligibility for access to classified information or to hold a sensitive position. The form is extensive and covers personal history, employment, education, residences, references, foreign contacts, and more.

SF-95 (Claim for Damage, Injury, or Death)

Standard Form 95 (SF-95) is used to file an administrative claim against the United States government for damage, injury, or death caused by the negligent or wrongful act of a federal government employee acting within the scope of their employment. It is required under the Federal Tort Claims Act (FTCA) before filing a lawsuit.

SSA-561 (Request for Reconsideration)

Form SSA-561 is used to request reconsideration of a decision made by the Social Security Administration (SSA). Reconsideration is the first level of appeal when you disagree with an initial determination about your Social Security benefits, Supplemental Security Income (SSI), or Medicare entitlement.

SSA-1696 (Appointment of Representative)

Form SSA-1696 is used to appoint a representative (attorney or non-attorney) to act on your behalf in matters before the Social Security Administration. The representative can communicate with SSA, access your records, attend hearings, and submit evidence on your behalf.

1099-S (Proceeds From Real Estate Transactions)

Form 1099-S reports the gross proceeds from the sale or exchange of real estate. The person responsible for closing the transaction (typically the title company, settlement agent, or real estate attorney) files this form to report the sale proceeds to the IRS and provide a copy to the seller.

4506-T (Request for Transcript of Tax Return)

Form 4506-T requests tax return transcripts, W-2 information, and other tax account records from the IRS. It is most commonly used during the mortgage application process, where lenders require borrowers to sign Form 4506-T so the lender can verify income directly with the IRS.

4797 (Sales of Business Property)

Form 4797 reports the sale, exchange, or involuntary conversion of business property, including rental real estate, commercial buildings, and depreciable assets. It handles the complex tax treatment of Section 1231 gains and losses, depreciation recapture under Sections 1245 and 1250, and ordinary gains from certain property dispositions.

5695 (Residential Energy Credits)

Form 5695 is used to calculate and claim residential energy credits for qualifying energy-efficient improvements to your home. Part I covers the Energy Efficient Home Improvement Credit (for insulation, windows, doors, heat pumps, and other upgrades). Part II covers the Residential Clean Energy Credit (for solar panels, wind turbines, geothermal heat pumps, and battery storage).

6252 (Installment Sale Income)

Form 6252 reports income from the sale of real or personal property under the installment method, where at least one payment is received after the tax year of the sale. This allows sellers to spread the gain recognition over the years they receive payments, rather than recognizing the entire gain in the year of sale.

8396 (Mortgage Interest Credit)

Form 8396 is used to claim the Mortgage Interest Credit, a tax credit for homebuyers who received a qualified Mortgage Credit Certificate (MCC) from a state or local government housing finance agency. The credit equals a percentage of the mortgage interest paid during the year, directly reducing your tax liability.

8582 (Passive Activity Loss Limitations)

Form 8582 determines how much of your passive activity losses you can deduct in the current year. Passive activities include rental real estate and businesses in which you do not materially participate. Losses from passive activities can generally only offset passive income, with a special $25,000 rental real estate allowance for active participants.

8824 (Like-Kind Exchanges)

Form 8824 reports like-kind exchanges of business or investment real property under Section 1031 of the Internal Revenue Code. A 1031 exchange allows you to defer capital gains tax by reinvesting the proceeds from a property sale into a similar ("like-kind") property within strict time limits.

8949 (Sales and Other Dispositions of Capital Assets)

Form 8949 reports the details of each sale or disposition of capital assets, including real estate, stocks, bonds, and other investments. For real estate sellers, this form captures the property address, dates of acquisition and sale, sale price, cost basis, and any adjustments. The totals from Form 8949 flow to Schedule D.

CFPB Closing Disclosure

The Closing Disclosure is a five-page form that provides final details about the mortgage loan you selected, including the loan terms, projected monthly payments, closing costs, and how much cash you need to close. Required by the Consumer Financial Protection Bureau (CFPB) under the TILA-RESPA Integrated Disclosure (TRID) rules, it replaced the HUD-1 Settlement Statement for most residential transactions.

CFPB Loan Estimate

The Loan Estimate is a three-page form that provides a standardized summary of key loan terms, estimated monthly payments, and projected closing costs for a mortgage. Required by the CFPB under TILA-RESPA Integrated Disclosure (TRID) rules, it replaced the Good Faith Estimate (GFE) for most residential mortgage transactions and must be provided within 3 business days of receiving a loan application.

EPA Lead-Based Paint Disclosure (Lessor)

The EPA Lead-Based Paint Disclosure form for lessors (landlords) is a federally required document for renting residential properties built before 1978. Landlords must disclose any known lead-based paint hazards, provide the EPA pamphlet "Protect Your Family From Lead in Your Home," and give tenants 10 days to conduct a lead inspection before signing the lease.

EPA Lead-Based Paint Disclosure (Seller)

The EPA Lead-Based Paint Disclosure form for sellers is a federally required document for selling residential properties built before 1978. Sellers must disclose any known lead-based paint hazards, provide the EPA pamphlet "Protect Your Family From Lead in Your Home," and allow buyers 10 days to conduct a lead inspection before becoming obligated under the contract.

HUD-1 Settlement Statement

The HUD-1 Settlement Statement is a standardized form that itemizes all charges imposed on the borrower and seller in a real estate transaction. It details the loan terms, closing costs, escrow deposits, real estate commissions, title fees, and prorated taxes. While largely replaced by the CFPB Closing Disclosure for most transactions after October 2015, the HUD-1 is still used for reverse mortgages, HELOCs, and some manufactured housing transactions.

HUD-92564-CN (For Your Protection: Get a Home Inspection)

HUD Form 92564-CN is a notice given to FHA borrowers explaining the difference between an FHA appraisal and a home inspection. It informs the buyer that an FHA appraisal is not a home inspection and strongly recommends getting a professional home inspection before purchasing. The borrower signs to acknowledge they understand this distinction.

HUD-92900-A (FHA Addendum to Uniform Residential Loan Application)

HUD Form 92900-A is an addendum to the Uniform Residential Loan Application (URLA) specifically for FHA-insured mortgage loans. It collects additional information required by FHA, including borrower certifications about occupancy, prior FHA loans, delinquent federal debt, and the property's compliance with FHA requirements.

HUD Good Faith Estimate (GFE)

The Good Faith Estimate (GFE) is a HUD-mandated form that provides borrowers with an estimate of settlement charges they are likely to pay at closing. While replaced by the CFPB Loan Estimate for most transactions after October 2015, the GFE is still used for reverse mortgages (HECMs) and certain other transactions not covered by the TILA-RESPA Integrated Disclosure (TRID) rules.

Schedule E (Supplemental Income and Loss)

Schedule E reports income and losses from rental real estate, royalties, partnerships, S corporations, estates, trusts, and REMICs. Part I is dedicated to rental real estate and royalties, making this the primary form for reporting rental property income and deductible expenses such as mortgage interest, depreciation, repairs, and property management fees.

Uniform Residential Loan Application (URLA / Fannie Mae 1003)

The Uniform Residential Loan Application (URLA), also known as Fannie Mae Form 1003 or Freddie Mac Form 65, is the standardized form used by nearly all mortgage lenders in the United States. It collects the borrower's personal, financial, and property information needed to evaluate a mortgage application.

VA Form 26-1880 (Request for Certificate of Eligibility)

VA Form 26-1880 is used by veterans, active-duty service members, and eligible surviving spouses to request a Certificate of Eligibility (COE) for a VA-backed home loan. The COE verifies to lenders that you meet the service requirements for a VA loan, which offers benefits like no down payment and no private mortgage insurance.