Document Specific Tips

Table 1.
Document	Tips
Sole Proprietorship	General rulefor printing EIN/SSN for Sole Proprietorships is to print the EIN if one exists, otherwise, print the SSN. General rulefor printing Name of Business for Sole Proprietorships is to print the DBA name if one exists, otherwise, prints nothing.
4506C & 4506 Tax Return Requests	The Lender's Name, Address, and Phone that is defined in Administration will default in field 5 but you can override the defaulted information if the tax needs to be mailed to a different address than what is defined in Administration.
504 Loans	The Amount Applied For field on Form 912-Statement of Personal History populates with the Total Debenture Amount.
Responsible Officer and Certifying/Authorizing Officer	The Contact Name entered in Administration defaults to both the Responsible and Certifying/Authorizing Officer name fields; these default names may be overridden on the forms that require an officer name. The PLP Loan Authorization Transmittal document uses Certifying/Authorizing Officer. All other forms that requiring a contact name or contact signature use Responsible Officer.