What must a taxpayer do to apply for a refund advanced loan?

To apply for a refund advance loan, a taxpayer must fill out an application regardless of preliminary criteria. This is critical because the application process is designed to gather necessary information so that the lender can assess the taxpayer's eligibility and determine the amount they can advance. By requiring the application to be filled out without waiting for preliminary criteria, it allows for a thorough evaluation of the taxpayer's situation, ensuring that all pertinent information is considered. This approach allows the lender to make informed decisions about advancing funds while maintaining compliance with regulatory requirements.

Other options involve steps that either require prior approval or specific conditions that may not apply to all taxpayers, or they imply a restriction in application that could unnecessarily limit access to potential funds. Filling out an application upfront helps streamline the process and ensures that taxpayers do not miss the opportunity to apply for the funds they may need, regardless of their initial qualifications.