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Service Member / Veteran’s Last Name: ___________________________ Last Four SSN: __________ Updated 03/25/2020
Arizona Military Family Relief Fund (MFRF)
Financial Assistance Application
If
you require assistance completing this application, please contact:
ADVS Veteran Bene
fit Counselors (VBCs)
Use the Office Locator to find the nearest
VBC to you: bit.ly/ADVSOfficeLocator
Arizona Department of Veterans Services
3839 N. 3
rd
Street Suite 209, Phoenix, AZ 85012
Phone: 602-255-3373 / Email: mfrf@azdvs.gov
Service member / Veteran Name: _______________________________________________________
Applicant Name (If different than service member/Veteran): ________________________________________
Phone Number: __________________________
Email: _________________________________________
Please check the box that specifies when you deployed
Before 9/11/2001
After 9/11/2001
Financial Assistance Eligibility Requirements
Service Members and Veterans discharged under honorable conditions who meet all of the following
criteria may be eligible (Arizona Revised Statute 41-608.04):
1. Deployment
2. Arizona Residency
(one of the following must apply to the
service member or veteran)
3. Financial Hardship
(one of the following must apply)
Military deployment
is the movement of
armed forces.
Deployment includes
any movement from a
military service
member’s home
station to somewhere
outside the
continental U.S. and
its territories.
For Veterans: must demonstrate that a deployment caused
their current financial hardship
For
family members of a service member: must
demonstrate that a financial hardship is due to the service
member’s current deployment
For surviving families: service member or Veteran died or
was wounded in the line of duty and family members need
financial assistance with travel and living expenses
(If a widow, widower or dependent child of a deceased
service member is applying for financial assistance, the
service member must have died in the line of duty in a
combat zone or a zone where the person was receiving
hazardous duty pay)
Claimed Arizona as home of
record OR
Member of Arizona
National
Guard at time of deployment
OR
Deployed from an Arizona
military installation
How did you hear about this program? _____________________________
or
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Service Member / Veteran’s Last Name: ___________________________ Last Four SSN: __________ Updated 03/25/2020
APPLICANT NARRATIVE
Please type or write legibly
1. Describe your current financial hardship and why you are requesting financial assistance:
2. Explain in detail how your current or past deployment affects your ability to meet your current
financial obligations:
3. Describe how this assistance will help you achieve financial stability:
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Service Member / Veteran’s Last Name: ___________________________ Last Four SSN: __________ Updated 03/25/2020
HOUSEHOLD MONTHLY INCOME
AVERAGE MONTHLY EXPENSES
A.
(Monthly Average)
B.
Essential Expenses Amount
Salary of Service Member Alimony/Child/Family Support
- Place of employment Childcare
Salary of Spouse/Significant Other Electric/Gas
- Place of employment Water/Sewer/Garbage
VA Disability Income Telephone
GI Bill Monthly Stipend Internet
Social Security Income (SSI or SSDI) Medical Expenses/Prescriptions
Child Support (Received) All Rental/Mortgage Expenses
Other Household (List) Auto Payment
Auto Insurance
Food/Household item
School Expenses
Gas (Auto)
(A) TOTAL INCOME (B) TOTAL EXPENSES
C. DEBT
Include Auto Loans and all unsecured debt with balances over $100
C.
Creditor Name
Purpose
(if Auto, include YR/Make/Model)
Date
I
ncurred
Original
Amount
Monthly
Payment
Are you currently making monthly
payment? Months to go? Y/N
Company Name
(landlord, mortgage lender,
auto insurance/payment
lender, utility company, etc.)
Type
(rent,
mortgage,
utilities, etc.)
Account Number
Cost per
month
Number
of months
Total
amount
requested
FOR OFFICAL USE ONLY
TOTAL INCOME: $ TOTAL EXPENSES: $ SURPLUS or DEFICIT: $
Individuals Currently Living In Household
Name/Age Relationship
TOTAL TOTAL
REQUESTED ASSISTANCE
requested
(D) TOTAL INDEBTEDNESS* (D)
0
0
0
0
0
0
0
0
0
0
0
0.00
0.00
0.00
0.00
State of Arizona Substitute W-9: Request for Taxpayer Identification Number and Certification
Submit completed form to the State of Arizona Agency with whom you are doing business with for review and authorization.
1
Type of Request (Must select at least ONE)
Change - Select the
type(s) of change from
the following:
New Location
(Additional Address
ID)
New Request
Tax ID Legal Name Entity Type Minority Business Indicator
Main Address
Remittance Address Contact Information
2
Taxpayer Identification Number (TIN) (Provide ONE Only)
TIN
-
OR
SSN
- -
3
Entity Name (As it appears on IRS EIN records, IRS Letter CP575, IRS Letter 147C or Social Security Administration Records, Social Security Card.
If Individual, Sole Proprietor, Single Member LLC, enter First, Middle, Last Name.)
Legal Name
DBA Name
4
Entity Type (Must select ONE of the following)
Individual/Sole Proprietor or Single-Member LLC
Corporation
Partnership
Limited Liability Company (LLC) including Corporations &
Partnerships
The US or any of its political subdivisions or instrumentalities
A state, a possession of the US, or any of their political subdivisions or
instrumentalities
Other: Tax Reportable Entity
Other: Tax Exempt Entity
Description
5
Minority Business Indicator (Must select ONE of the following)
Small Business
Small Business- African American
Small Business- Asian
Small Business - Hispanic
Small Business- Native American
Small Business- Other Minority
Small, Woman Owned Business
Small, Woman Owned Business- African American
Small, Woman Owned Business- Asian
Small, Woman Owned Business- Hispanic
Small, Woman Owned Business- Native American
Small, Woman Owned Business- Other Minority
Woman Owned Business
Woman Owned Business- African American
Woman Owned Business- Asian
Woman Owned Business- Hispanic
Woman Owned Business- Native American
Woman Owned Business- Other Minority
Minority Owned Business- African American
Minority Owned Business- Asian
Minority Owned Business- Hispanic
Minority Owned Business- Native American
Minority Owned Business- Other Minority
Non-Profit, IRC §501(c)
Non-Small, Non-Minority or Non-Woman Owned
Business
Individual, Non-Business
6
Veteran Owned Business
NOYES
7
Entity Address
Main Address (Where tax information and general correspondence is to be mailed)
Address Line 1
Address Line 2
City State Zip code
Remittance Address (Where payment is to be mailed)
Same as Main
Address Line 1
Address Line 2
City State Zip code
8
Vendor Contact Information
Name Title
Phone Ext. Fax Email
9
Exemption from Backup Withholding and FATCA Reporting: Complete this section if it is applicable to you. See instructions for more details
Exemption Code for Backup Withholding Exemption Code for FATCA Reporting
10
Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct Taxpayer Identification Number, and
2. I am not subject to Backup Withholding because: (a) I am exempt from Backup Withholding, or (b) I have not been notified by the IRS that I am subject to Backup Withholding as a result of a
failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to Backup Withholding, and
3. I am a US citizen or other US person, and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.
Certification instructions: You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all
interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of
debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must
provide your correct TIN.
Signature Print Name Date
GAO-W-9 (10/2019)
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signature
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Service Member / Veteran’s Last Name: ___________________________ Last Four SSN: __________ Updated 03/25/2020
APPLICANT CERTIFICATION
Please initial each line then sign and date below
I certify the information contained in this application to be accurate, true and complete to the best of my knowledge.
I am providing the enclosed information to apply for financial assistance and authorize the Arizona Department of
Veterans’ Services (ADVS) to speak with any organization cited in this application packet to verify the information
I provide. I understand that knowingly making a false statement in the application may be cause for denial of this
application and/or referral for legal action, including but not limited to criminal prosecution.
I authorize any and all organizations and persons cited in this application, including their representatives, agents,
employees, successors and assigns, to provide any and all information requested by the Arizona Department of
Veterans’ Services for the Arizona Department of Veterans’ Services review and verification of this application. I
hold harmless any and all organizations and persons cited in this application, including their representatives, agents,
employees, successors and assigns, for providing the information herein authorized to the Department as requested.
I understand all assistance payments are made directly to the Third Party to which I owe or will owe money and that
I am responsible for providing accurate billing statements, addresses and account numbers. I understand I will
receive an Arizona 1099 Form for financial assistance and will be required to report my MFRF financial
assistance as income at tax time. I understand that ADVS cannot provide additional information about taxes and I
should contact my tax advisor for information about my taxes.
Applicant Signature Date
Submit completed application and all required
documentation to one of the following:
Fax: 602-297-6684
Email: mfrf@azdvs.gov
Mail or Drop off:
Arizona Department of Veterans’ Services
Attn: MFRF
3839 N. 3
rd
Street, Suite 209, Phoenix, AZ 85012
Required Documentation (submit with application):
DD214 / military orders
Two months of bank statements
Two months of paystubs/income
Completed W9 (on page 4, only fill out highlighted fields)
Past due/future bills for which you are requesting financial assistance
VA decision letter and ratings (if applicable)
Fo
r families: Proof of
relationship to service member
/Veteran
(
e.g. birth certificates, marriage license, divorce
decree, child support order)
click to sign
signature
click to edit