Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...

U.S. persons who invest in foreign activities often have U.S. reporting obligations. A common international reporting requirement for many U.S. persons is IRS Form 5471, Information Return of U.S.

What Is SEC Form D? SEC Form D is required for companies selling securities under Regulation (Reg) D or Section 4(a)(5) exemptions. Form D provides basic information about the company for investors.

The American Health Information Management Association has released a model Patient Request for Health Information form, which can be used as a modifiable template and given to patients when they ...

Using Box File Requests to upload Supplier Information Form (SIF), W-9, W-8, and ACH Enrollment Submissions. Box File Request gives the vendor a fast and secure way to upload their Supplier ...

A business owner’s ultimate guide to IRS Form 1096 — including who needs to file and step-by-step instructions. Many, or all, of the products featured on this page are from our advertising partners ...

Patients can request their records through MyChart. Login to MyChart. Select "Health". Select "Medical Records Request Form". A person requesting medical records must submit a written consent with the ...