If you plan to travel outside your home state, a copy of your license or ID and proof of home address. Residency documents can go to the next step. The form can request an individual or family. Step 1: Identifying the document(s) for the request. You need a valid document(s) from each adult, but they are not required. Step 2 : Check all boxes The form must include the following information: A physical or electronic signature of the document collector. A physical address. Name(s) and birthdate(s) of the person the document collector is collecting. Signature of a person authorized to act on behalf of the entity(IES) being submitted. (E.g., bank, credit union, or government entity.) Date. A personal identifier (i.e., the name(s) of the person(s) the documents are being requested. Any personal identifier must be visible on the document. You must provide a copy of the document, even if a signature does not appear directly on the original document. If you believe that the person(s) indicated on the information provided on the form is not the correct individual(s), please contact the appropriate agency to confirm. If there are multiple individuals collecting for you, please send the form to each person you believe to be listed as the person filing the form. Please note that if there is more than one individual, each person must provide the document collector with different information. When requesting documents, use the following formatting: Enter all required identifying information. Choose a title or class (e.g., worker/business, self-employed, etc.) and/or a type (e.g., employee, contractor, owner, tenant, other). Click “Check Code” to find information about the information. Click “Complete.” If the tax filer did not complete the required fields but still provided the information on the form (e.g., no title, no class, no type), the IRS has to complete the form even if there is no signature provided. If you are asking the person to provide a copy of an already expired or cancelled form or other form you are not sure about requesting, please contact the appropriate agency to find out if the person received an appropriate document. If the document collector cannot send the document to the IRS in person, they may be able to send it electronically.