American Express F/R

[Mutterz]

I'm calling up just to see what they want. I'll post back here as soon as I hang up.

[FocusedAndDetermined]

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@Mutterz wrote:
I'm calling up just to see what they want. I'll post back here as soon as I hang up.

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Yes, please keep us posted, because this doesn't seem to be normal.

[EW800]

Looking forward to hearing what you learn.  Best wishes.  

[Anonymous]

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@Anonymous wrote:

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@FocusedAndDetermined wrote:

It's entirelly a personal choice.  If the card isn't that important to you or you feel sharing your personal financial data is too invasive, then cancel it.  You could, at least, call and to learn exactly what they are requiring.

Sorry you had this experience so early in your Amex life.

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This.    As suggested, call to make sure it isn't just an identity check (unlikely since it says financial documents) and decide if you want to provide what they want, probably a 4506-T.

Just be aware that if you decline, if you ever want an Amex card again, you will almost certainly have to provide the information then.

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Whats a 4056-T? Is providing a W2 not enough?

[JSS3]

Was your stated income very high?

[Mutterz]

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@myjourney wrote:

Wow 

I have no clue what may have triggered it then ...

As Focus and LTL said the choice is yours weather you comply or not but I'm truly sorry you had this kind of experience on your 1st Amex product 

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 they want to get a copy of the taxes for themselves. they would not say for sure what flagged it. i told them i would think on it but dont really need the card and i would more than likely cancel it. 

[Mutterz]

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@Anonymous wrote:

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@Anonymous wrote:

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@FocusedAndDetermined wrote:

It's entirelly a personal choice.  If the card isn't that important to you or you feel sharing your personal financial data is too invasive, then cancel it.  You could, at least, call and to learn exactly what they are requiring.

Sorry you had this experience so early in your Amex life.

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This.    As suggested, call to make sure it isn't just an identity check (unlikely since it says financial documents) and decide if you want to provide what they want, probably a 4506-T.

Just be aware that if you decline, if you ever want an Amex card again, you will almost certainly have to provide the information then.

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Whats a 4056-T? Is providing a W2 not enough?

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 no a W-2 is not good enough. They want the form so they can get your taxes on their own. 

[Mutterz]

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@JSS3 wrote:
Was your stated income very high?

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 my income was stated accurately. But I would not say it was very high. 

[FocusedAndDetermined]

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@Mutterz wrote:

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@myjourney wrote:

Wow 

I have no clue what may have triggered it then ...

As Focus and LTL said the choice is yours weather you comply or not but I'm truly sorry you had this kind of experience on your 1st Amex product 

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 they want to get a copy of the taxes for themselves. they would not say for sure what flagged it. i told them i would think on it but dont really need the card and i would more than likely cancel it. 

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Wow, truly odd.  Did you ask if they would accept anything in lieu of taxes?  On rare occasion, I've heard of them accepting bank statements and paystubs. Not sure if you feel the same way about submitting those docs.  Whatever you decide I am sorry you had this strange and negative experience with Amex.

[Mutterz]

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@FocusedAndDetermined wrote:

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@Mutterz wrote:

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@myjourney wrote:

Wow 

I have no clue what may have triggered it then ...

As Focus and LTL said the choice is yours weather you comply or not but I'm truly sorry you had this kind of experience on your 1st Amex product 

---

 they want to get a copy of the taxes for themselves. they would not say for sure what flagged it. i told them i would think on it but dont really need the card and i would more than likely cancel it. 

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Wow, truly odd.  Did you ask if they would accept anything in lieu of taxes?  On rare occasion, I've heard of them accepting bank statements and paystubs. Not sure if you feel the same way about submitting those docs.  Whatever you decide I am sorry you had this strange and negative experience with Amex.

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I will call back later and ask about the statements. But really I don't see why they think they're all high and mighty to request they get yourtaxes for them self. As if a W-2 is is not good enough. I really don't need their card and don't plan on keeping it if this is the way they treat people.