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Lender Alerts

Lender Alerts

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Temporary Relief for 4506-T Transcripts and SSA Results

(Applicable to Wholesale Channel)

Dear Licensed Partner,

As you may be aware, the federal government shutdown has impacted the availability of 4506-T transcripts and SSA results.

Sun West is by your side. The following temporary relief is in place until the federal government restores all operations:
1. 4506-T Transcripts

The existing requirement of 4506-T transcripts is suspended for all loans except conventional loans with 5 to 10 financed properties.

Due to 4506-T transcript waiver, signed income tax returns must be provided. 
1. If tax returns are self-prepared, these must be signed by the borrower.
2. If tax returns are prepared by tax preparer, these must be signed by both the tax preparer and the borrower.

2. Social Security Administration Results

If the AUS findings identify data integrity issues pertaining to the borrower's Social Security number, the loan cannot be cleared to close until SSA results can be obtained.

The existing requirement for signed 4506-T and SSA verification forms will continue. 

If you have any questions, please contact your Account Executive at (855) OK-SUNWEST or (855) 657-8693.


Sun West Mortgage Company, Inc.
18303 Gridley Road
Cerritos, CA 90703
Phone: (800) 453-7884
Sun West One

This information is provided to licensed wholesale brokers only and may not be copied or distributed to customers or potential customers. All loans are subject to approval. Certain restrictions may apply. Listed pricing is a morning indication only. Program rates, prices, guidelines, fees, costs, terms and conditions are subject to change without notice.

Equal Housing Opportunity