Memorandum of Tax Certification
Memorandum of Tax Certification
- General/State-Specific
- State-Specific
- Document Description(s)
- Provide a certified memorandum indicating all tax obligations to the State have been paid or that a payment plan (if applicable) is in place. Many states that require this document have a standard form (available on State License Checklist) that should be submitted to meet this requirement.
- File Name Format
- [State Abbreviation] - Memorandum of Tax Certification
- Amendments
- Existing document must be removed and replaced by new document. Will not be processed unless old document is removed.
- Upload Location
- INDIVIDUAL FILING (MU2/MU4)
Note: See the Individual Document Upload List and Document Viewing Restrictions for more information on what regulators and company users can view in NMLS.