Get Form 5768 Election

Filing the Form 5768 Election is essential for eligible section 501(c)(3) organizations looking to make expenditures to influence legislation. This guide provides clear and supportive steps to help you complete the form accurately online.

Follow the steps to complete the Form 5768 Election online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of your organization in the designated field. Ensure that you provide the full legal name as registered.
3. Input your employer identification number (EIN) in the next field. This number is crucial for the IRS to identify your organization.
4. Next, fill in the address of your organization, including the number and street, room or suite, city or town, state, and ZIP code.
5. In section 1, indicate your election to have the provisions of section 501(h) apply to your tax year. Specify the tax year ending date in the provided space. Make sure to double-check that this is within the first taxable year for it to be valid.
6. If you are revoking a previous election, go to section 2 and provide the tax year ending date, ensuring this action is taken before the first day of the applicable tax year.
7. Sign the form in the designated space provided. This signature confirms that you are authorized to file on behalf of the organization.
8. Finally, review all information entered for accuracy. You can then save your changes, download, print, or share the completed form as necessary.

Start filling out your documents online today!