Personal Finance Documents

Retirement Plans
NYCERS Military Service Credit Application Form
This form is for NYCERS members wishing to buy back military service credit. It includes guidelines, eligibility, and submission instructions. Ensure you have all required documentation before applying to maximize benefits.

Tax Forms
Application for Income-tax Certificate 197 206C
This file is an application form for a certificate under sections 197 and 206C(9) of the Income-tax Act, 1961. It helps individuals and entities to request no deduction of tax or a tax deduction at a lower rate. Users must fill out specific details about their income and tax status.

Loans
Equicom Savings Bank Personal Loan Application Form
This document is the Personal Loan Application Form from Equicom Savings Bank. It provides essential details required for loan processing. Follow the instructions carefully to ensure your application is complete for approval.

Loans
Credit Score Disclosure Form Instructions and Details
This file provides vital information about your credit score and its impact on loans. Learn how to fill out the credit score disclosure form effectively. Access essential details for improving your credit terms.

Tax Forms
Instructions for IRS Form 1040 for 2017 Tax Year
This file contains comprehensive instructions for filling out IRS Form 1040 for the 2017 tax year. It details filing requirements, tax changes, and guidance from the Taxpayer Advocate Service. Essential for taxpayers looking to understand their obligations and benefits when filing taxes.

Tax Forms
Form 1095-C Employee Health Insurance Coverage
Form 1095-C is an IRS document that provides information on the health insurance coverage offered to employees. It is essential for individuals who wish to claim the premium tax credit or verify health coverage for tax reporting. Employers must provide this form to eligible employees as part of the Affordable Care Act requirements.

Tax Forms
Public-Facing Form 1095-A FAQs and Instructions
This document contains frequently asked questions about Form 1095-A, which is essential for tax filings related to health insurance. It offers detailed guidance for consumers on how to utilize the form effectively. Users will find answers to common queries and instructions for completing the form.

Tax Forms
2015 Local Services Tax Exemption Certificate
This form is used to request an exemption from the Local Services Tax (LST) for eligible individuals.

Banking
Account Opening Form - Barclays for Indian Individuals
This form is essential for Indian residents and non-residents to open a savings, current, or term deposit account with Barclays. It details the necessary documentation and personal information required for the application process. Ensure to fill it out carefully to avoid delays in account processing.

Tax Forms
1099-G Certain Government Payments Form Instructions
This file contains essential information regarding the 1099-G form, detailing government payments and related tax obligations. Users will find guidance on how to fill out the form accurately. It includes FAQs, important dates, and submission instructions for effective compliance.

Tax Forms
IRS Schedule 8812 Child Tax Credit Form 2024
The IRS Schedule 8812 is used for claiming the Child Tax Credit and Credit for Other Dependents. It provides guidance on the credits available to qualifying families. Ensure you understand the eligibility criteria and instructions before filing.

Tax Forms
2022 Form M1PR Homestead Credit Refund Instructions
This file contains details and instructions for the 2022 Form M1PR, used for claiming the Homestead Credit Refund for homeowners and renters. The document guides users through filling out the necessary information for tax refunds. It includes sections for personal information, property details, and refund calculations.