Collections Enforcement Section 150 E. Gay St., 21st Fl. Columbus, OH 43215 Telephone: (614) 466-8360 www.ag.state.oh.us Offer in Compromise Check List Before you submit your OIC application, please make sure you have the following: ____ Did you fully complete the OIC application? Did you sign it? ____ Copies of the Past Two Years Federal and State Tax Returns with all schedules and attachments. (Including W-2 forms, 1099’s) ____ A credit report issued within the past year. One credit report per year is available free of charge at www.annualcreditreport.com. ____ Copies of each applicant’s last two pay stubs or other evidence of income. ____ If applicable, a copy of an official statement of social security or other government benefits received by each applicant. ____ If applicable, a copy of each applicant’s bankruptcy discharge. ____ List of all monthly income and monthly living expenses. ____ List of each applicant’s assets. ____ Do you own a home? Provide mortgage value and balances. ____ Submit all tax returns or the best documentation available for all outstanding tax years. ____ If you filed a joint tax return; Are both Social Security Numbers listed? ____ Submit all documentation of all assets transfers which occurred within the last five years. ____ If you owned a business, did you provide the tax identification number? ____ If there is a business in current operation, did you provide the last two years Federal tax returns, most recent set of financials, including a balance sheet, cash flow and income statement, and a list of all accounts/notes receivable? American LegalNet, Inc. www.FormsWorkflow.com ____ Do you have any other liabilities? Provide documentation. ____ Have you filed an OIC with the IRS? Provide any and all related documentation. ____ If you are represented, did you provide your representative’s name, address and phone number? Did you sign item 11 on the application? American LegalNet, Inc. www.FormsWorkflow.com