Get Ptax-765 Application And Affidavit For Irc 501(c)(8) Fraternal ...

Filling out the PTAX-765 application and affidavit can be a straightforward process when approached methodically. This guide will walk you through each component of the form, offering clear instructions to help ensure a successful submission.

Follow the steps to complete the form effectively.

1. Press the 'Get Form' button to access the PTAX-765 application form. This will retrieve the document and allow you to begin filling it out.
2. Provide the name of your fraternal organization in the designated field. Ensure that the spelling is correct to avoid processing delays.
3. Enter the assessment year for which you are applying. Ensure this is accurately noted as it is crucial for your application.
4. Record the street address of the property owned by the fraternal organization. If there is a different mailing address, include that information in the provided section.
5. Identify the contact person for the organization, providing their name and phone number. This person will be the point of communication regarding the application.
6. Fill in the property index number (PIN) for the property. This can be found on your property tax bill or obtained through the chief county assessment officer.
7. Indicate whether this is your first application for the assessment freeze by selecting 'Yes' or 'No.' If 'Yes,' refer to instructions for necessary attachments.
8. If you are renewing the assessment freeze without changes, confirm this in the relevant section and ensure that only Step 1 is completed, signed, and notarized.
9. For renewals with reported changes, complete Step 1 and all applicable lines in Step 2, sign the document, and have it notarized as required.
10. Complete the affidavit section, detailing the fraternal organization's activities, presence of members providing financial support for charitable works, the principal building on the property, and other property dimensions as required.
11. Finalize the form by signing it as the chief presiding officer and ensuring it is notarized. This validates your application.
12. After completing the form, you can save your changes, download a copy for personal records, print it for mailing, or share electronically as needed.

Start completing the PTAX-765 application online today to facilitate your assessment freeze.