Document Updates: Expansion of IRS Form 8821 Tax Information Authorization (Cx801)

The ability to support up to ten requests of IRS Form 8821 Tax Information Authorization per borrower has been added to ConformX. Fields specific to each borrower to trigger and populate each request copy are now available.

New 8821 Print Trigger

New field “Print 8821 Tax Information Authorization” (FI 193600) is now available to trigger the form to print. Previously 8821 Tax Information Authorization (Cx801) was assigned upon request and printed in Initial Disclosure, Processing, and Closing document packages when “Borrower Self Employed Indicator” (FI 20155) was “Yes”. Now 8821 Tax Information Authorization will be supported as a generic document and will print when new field “Print 8821 Tax Information Authorization” (FI 193600) is set to “Yes”.

New 8821 Fields

New sets of fields are now available to populate every section of the form per borrower, for each request copy:

• Taxpayer Information – Regular borrower name, address, and EIN/SSN data will continue to print if the new fields are empty. New phone and plan number fields print in those sections if populated.
• Designees – Up to six designees are supported per borrower request. If more than two designees are on the loan, an addendum page will automatically print with the request. The existing two loan-level designees will continue to print if the new fields are empty. New number and checkbox fields print in those sections if populated.
• Tax information – The existing three rows of loan-level tax information fields for type, form number, years or periods, and specific tax matters will continue to print if the new fields are empty.
• Specific use not recorded on the Centralized Authorization File (CAF) and Retention/revocation of prior tax information authorizations – The related checkboxes for these sections can now be marked.
• Signature – Regular borrower name will continue to print if the new fields to populate the name are empty. New title and date number fields will print if populated. The document will remain compatible with Solex eSign.

These new fields will allow the form to print and populate without the need for custom hardcoded text or logic inside the document. The current loan-level Form 8821 fields will continue to populate on the document as they do today unless the new fields are set.

Solex Compatible

The 8821 Tax Information Authorization body is populated by fields by default and can be signed by the borrower electronically in Solex. Similar to the IRS Form 4506-C, there is a box on Form 8821 that must be checked by the borrower by ink or eSign. This checkbox must not be set ahead of time and reads, “By checking here, I authorize access to my IRS records via an Intermediate Service Provider.”

New Multi-Doc Collection (MDC)

New “Print Borrower [Borrower Number] 8821 Request [Request Number]” indicator fields control which request copies print for each borrower. Up to ten request copies per borrower are supported, with new fields populating each request copy as outlined above.

The new 8821 Borrower Requests MDC will honor these new fields. If the indicator is set to “Yes”, the corresponding copy will print for that Borrower. If the indicator is set to “No”, the corresponding copy will not print. If the first indicator “Print Borrower [Borrower Number] 8821 Request 1” for a borrower is not set, it will default to “Yes”. This means one copy of the document will continue to print for each borrower by default.

Deployment

These updates are available for testing on Stage & Stage 2 servers and will be in effect on June 24, 2025. Clients who already print Cx801 will continue to receive the document as they do currently. A list of the new data fields were provided to our third-party integration partners earlier this week. If you would like to set the new data fields to populate 8821 Tax Information Authorization, would like to set up the document to be populated by the borrower during eSign, or have any questions or concerns about these changes, please contact your Client Relationship Manager or Client Support at 1.800.497.3584.

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The preceding is for informational purposes only and is not and may not be construed as legal advice. No third-party entity may rely upon anything contained herein when making legal and/or other determinations regarding its practices, and such third-party should consult with an attorney prior to embarking upon any specific course of action.