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What is the purpose of PS Form 3877? The purpose of this form is to verify information, such as the following facts: The borrower's income taxes are ready to file. The borrower's social security number is ready to file. The borrower has a job that requires the borrower's monthly student loan payments to be made by direct deposit. Who is the borrower? Does the borrower have to submit PS Form 3877 to get the loan forgiven? No. If the student is still in school and has not graduated, the only thing an individual can submit to an institution is PS Form 7484. If the borrower is deceased, the Form 7484 must be filed by the beneficiary's trustee, executor, administrator, or other surviving beneficiary of the estate of a deceased borrower, or by the student's direct financial representative. The executor, administrator, or other surviving beneficiary of the estate must sign and file the Form 7484 and the beneficiary must complete and sign the PS Form 3877. Can the borrower submit PS Form 3877 even if the student is no longer in school? Generally, the borrower may submit up to three PS Form 3877s by mail. However, the lender may require documentation to verify the borrower's identity and income for loans made during the borrower's undergraduate and graduate programs. See the Notice from the Department of Education on how to provide documentation to verify the borrower's identity and income for loans made during the borrower's undergraduate and graduate programs. What if I have not paid my loans on time? Can I still use PS Form 3877 to request a loan forgiveness? Yes, you may submit a PS Form 3877 to request a loan forgiveness that has been delayed. For example, if a student receives his or her financial aid award late, he or she may submit PS Form 3877 to request that the student be awarded a loan for which repayment cannot be made in order to be granted a federal student loan forgiveness. You may not submit a PS Form 3877 to request an additional loan forgiveness on a federal loan that has already been forgiven. Does PS Form 3877 verify a borrower's income? The purpose of the PS Form 3877 is to verify the information, such as the following facts, and to provide that information to you: Whether any borrower has more than one income. Whether any borrower has earned income that is subject to federal or state income tax. Whether any borrower is a nonresident alien.

The PS Form 3877 is used only by an employee who is under age 75 at the beginning of the year. However, an employee whose only work activity is as an eligible professional (i.e., has worked in the last three months at a wage rate of at least 35,000) or as a full-time employee of the federal government (e.g.

An employer may require a completed PS Form 3877 at any time but a request to get a Form 709, Employee's Withholding Allowance (W-2/W-3/W-4), must be submitted by the end of the prior calendar month. What information do I need to provide on the PS Form 3877 when I submit my request to the IRS? When filling out the PS Form 3877, employers are required to list your employees' pay, withholding, and all the deductions on their payroll. In addition to the information needed to complete PS Form 3877, employers should provide their information to the individual employee, so the employee can enter all required information on the W2/1099.

Yes. The PS Form 3877 application can do the following: Send and receive email Send a text message Create a calendar entry Create a task entry on Microsoft OneNote Sign up for a Microsoft Voice ID Log into an Office 365 Business subscription (exact details are dependent on the package you purchase) Download or subscribe to a free e-books' subscription (exact details are dependent on the package you purchase) Download or subscribe to an audiobook subscription (exact details are dependent on the package you purchase) Create a subscription for Office 365 Home Premium, Office 365 Education Premium, or Enterprise E3 subscription Create your own calendar entry for a Microsoft Office 365 Business subscription Create your own task entry for an Outlook or Excel calendar event Log in with Outlook or Microsoft OneNote. Can I create a new calendar entry with my voice? Yes, simply register your voice with a Microsoft Voice ID, and begin creating your entries. Is there an option to make the user interface more user-friendly/more intuitive? Yes! You can select a different layout for each application and enable a custom color scheme. You can also select an icon size if you want to make your icons easier to read. When a user clicks your entry, they can select a date and time you have set up by selecting your selection from the calendar, and the application will present that information as they choose which entry to choose. How can I customize my entries? With a Microsoft Voice ID, you can customize each section of your calendar using a variety of customizable controls including: Sliders for selecting date, time, and location Indicators for checking the entry status, or editing Image boxes for viewing your image Image uploads Text boxes for selecting a custom title If you are experiencing problems with your voice, make sure you've signed in to your Microsoft Voice ID, and then send an email with a detailed description of the problem. We'll check the problem, and try to resolve the issue for you. What if I need a specific date/time and location option, but I don't have one? If you create a custom entry for a specific date/time and location, you can select the date/time and location options from the drop-down list under the text box for that date/time.

If the PS Form 3877 is complete on the date or dates indicated, we will issue a certification of compliance. You will then receive a new PS Form 3877 that must be completed in its entire entirety. If the PS Form 3877 is not complete on the date or dates indicated, you should consult with an attorney or third party to obtain any and all necessary forms and instructions for an effective response to any allegations of fraud, false statements, material omissions, or willful misrepresentation. If the PS Form 3877 is not completed on the date or dates indicated, you should consult with an attorney or third party to obtain any and all necessary forms and instructions for an effective response to any allegations of fraud, false statements, material omissions, or willful misrepresentation. I received an invitation to speak at an event. I accepted to speak, but did not receive payment for my services. What should I do? If you did not receive payment from an organization for providing your services at an event, you can refuse attendance or request reimbursement for your services from the organization by completing Form MC-2. Be sure to give us copies of your receipts or other evidence of payment. We will use this information to verify your service and determine whether to approve or reject these forms. If the organization is unable to provide a written or electronic receipt, we may determine that you have been paid by the third party; if no record is available, and the organization is unable to provide an electronic receipt, we may rely on testimony from a person who witnessed your service (or a copy of a transcript of your testimony). Be sure to use the correct form and include all information. If you received payment for your services, but there were errors on the payment, the organization may also attempt to verify payment by contacting the organizations paying agent or bank, or otherwise requesting a photocopy of your credit card or bank statement. What should we do if my tax identification number is different from the number indicated on my PS Form 3877? After you complete the PS Form 3877, you must provide your correct Social Security Number (SSN) in order to receive your tax credit. If an SSA letter is sent to you verifying your SSN, you must provide the letter so that the SSA can make an initial determination regarding your eligibility for the Additional Child Credit.

Fill out the PS Form 3877 and mail it to your Social Security office.

Please see the PS Form 3877 instructions (MS Word). What do I do if the employer refuses to authorize accommodation? You should contact the nearest Department of Justice (DOJ) office to file a petition for enforcement of the Americans with Disabilities Act of 1990 (ADA, and other regulations) or file a discrimination charge. (For a list of DOJ offices, click here) How do I apply for accommodation? An employee must file an application for an accommodation (Form 3877) (MS Word format) with the nearest DOJ office. The employee must submit the Form 3877 with supporting documentation. If the employee does not have a disability, a copy of the employee's current Form I-9, Notice of Intimate Status (Form 941-B) will also be required when filing the Form 3877. (For a list of DOJ offices, click here) Once the forms are submitted, DOJ will review the requests and contact the employee if accommodation is needed. If the DOJ does not find reasonable accommodation, the employer may not require the employee to work with an individual with a disability. What do I do if the employer does not grant the requested accommodation? To file a discrimination complaint, please contact our Hotline.

Type Description Value Types of forms that you must fill in on PS Form 3877 The first PS Form 3877 is a Social Security card application form. This form is available on the website in a variety of formats, including paper or online, and must be submitted through the Social Security office at the address in the box provided. It requires the following information on the application: name (and given name if necessary), Social Security number (surname, middle initial, and/or family name if different from given name), and date of birth. You must include all the following: Social Security card number for yourself, the person who is applying on your behalf, and the person or individuals who are applying for your dependents. The Social Security card number of any dependents who are applying on your behalf. If you do not have a Social Security card number, you must attach a letter from the Social Security office indicating how you verified the number that you were issued. We will need that letter at a later time when we ask you to produce proof of your name and social security number. Include your current address and telephone number if you will be answering telephone calls from us. Otherwise, include your home address. Any other information that we ask you to include on the form. For these forms you can either: Use the Online option to fill in the form online. Upload a filled-in version of the form onto a CD-form Fill out the form right in the office using a paper form If you filled the form out in writing, it needs to be returned to us. Note: The online and phone options are available only for new applications to Social Security. We do not allow you to create an online account for an existing application. Other types of PS Form 3877 documents For some other types of forms, you must have a valid reason to request them: New Federal or state tax returns, statements of accounts, or forms or reports that you need for an audit purposes An application for unemployment benefits or disability benefits New or updated Social Security cards A request for a passport or another immigration document If we ask you to submit a Social Security card to support a request for child support payment, you must provide a valid reason.

Every year, the Internal Revenue Service receives hundreds of thousands of taxpayer forms for which it has not yet determined an income tax liability. Each taxpayer can only claim a single income tax return for that year and can only file one individual income tax return for that year. Many taxpayers do this for multiple years and file multiple returns each year. How much is this tax return processing fee for a single person? The Internal Revenue Service charges taxpayers a processing fee for each individual income tax return they file. A single person may fill out and file only one Form 3877. How many people do you process each year using Form 3877? There are approximately 16,000 forms filed electronically each year by individuals filing their returns using electronically filed federal tax returns. Do multiple taxpayer returns have to be filed at the same time? No. An individual may file an original and two, three, four or more Forms 3877 for the same year. If multiple documents are filed, only the most current file receives processing. I have two people who file a return. If one dies, am I required to file a Form 3877 for the other? No. Form 3877 must be filed by the person who is alive at the end of a year for the purposes of calculating income tax obligations. I have a child whose return I want to file. Do I have to file the Form 3877 and send it each year to the IRS? Not legally. The individual who is filing the Form 3877 is only required to file the Form 3877 when there is an individual income tax liability for all people listed on the return. When there is no individual income tax penalty, can I file multiple returns using forms 3877? No. Using Forms 3877 to file multiple returns is not allowed under the IRS' rules. Do I have to give my taxpayer ID number to the IRS? No. You may keep your taxpayer ID number, or even change it in a future year. The IRS provides the taxpayer ID number to individuals who complete IRS forms but allows an individual who uses a Form 3877 to have his or her own taxpayer ID number.

You can file PS Form 3877 no earlier than 2 years after the end of the calendar year for which it is due. What happens to a PS Form 3877 I filed in the future? If PS Form 3877 is filed after the due date for that form, or if its due date has passed without being filed, the Form 3877 is cancelled and no refund is issued. If you file a PS Form 3877 after the due date for that form, or if its due date has passed without being filed, you may not be eligible for benefits. Additional Information Pensions/Tax Relief Do the additional taxes withheld on an employee's paycheck from payments for qualified pension plan premiums apply against my credit? The additional taxes withheld from an employee's wages from qualified employer-provided pension payments don't apply against your credit. Does the Additional Child Tax Credit (1,000 per qualifying child under the age of 18 for 2017 and 2018) count towards my credit? Yes, the additional child tax credit (1,000 per qualifying child under the age of 18 for 2017 and 2018) counts towards your credit. However, for a qualifying child under the age of 17, no credit is allowed for any other taxable year if the employee dies, gets divorced, remarries, or is no longer eligible for benefits due to termination of employment. Will I receive benefits if I have an adjustment to my credit because of a change in the credit amount? No, because you receive all the taxpayer's credit, no adjustments to the credit will be allowed because of any change in the credit amount to which you're entitled. Will I receive benefits if the amount of the new credit decreases? No, because you receive the taxpayer's credit, all increases to the credit are counted towards the credit, not against it. Eligibility for ETC Can an individual receive the Additional Child Tax Credit (ACT) for a grandparent? Yes, an individual may receive the Additional Child Tax Credit for a grandparent. I live in a state that doesn't impose income requirements for claiming the Additional Child Tax Credit. What if I live in one of those states? An individual may receive the Additional Child Tax Credit even if the tax liability he or she has to pay is the same as that charged to the non-relative.