Get 2013 Form 3500a -- Submission Of Exemption Request

Completing the 2013 Form 3500A is an essential step for organizations seeking tax-exempt status under various sections of the Internal Revenue Code. By following this comprehensive guide, users can navigate the online submission process with confidence.

Follow the steps to successfully complete the exemption request form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the organization’s California Corporation number or Secretary of State file number in the designated field.
3. Enter the Federal Employer Identification Number (FEIN) accurately in the required section.
4. Provide the name of the organization as it appears in the founding documents.
5. Complete the address section, including any suite, room, or P.O. box numbers.
6. Input the daytime telephone number for the organization.
7. Specify the city, state, and ZIP code for the organization's location.
8. Identify a representative for any additional contact or information needed and provide their daytime telephone number.
9. Complete the mailing address for the representative, including any suite, room, or P.O. box numbers.
10. In Part I of the form, check the appropriate box to indicate the type of entity (Corporation, Association, Trust, or Foreign Corporation).
11. Respond to whether the IRS considers the organization a private foundation by selecting 'Yes' or 'No'.
12. Enter the date when the organization was established, incorporated, or began operations in California.
13. Provide gross receipts for the current and the previous three tax years, including the specific accounting periods.
14. Indicate if the IRS has ever suspended, revoked, or audited the organization, and explain if applicable.
15. For Part II, indicate if applying for a group exemption and, if 'Yes,' attach the federal group determination letter along with a list of subordinates.
16. Under penalties of perjury, ensure that the declaration is completed by the authorized officer or representative, signing and dating the form accordingly.
17. Once all fields are completed, review the form for accuracy, then save changes, download a copy, and print for submission.
18. Mail the completed form along with the federal determination letter to the specified address.

Start your exemption request process online by completing the 2013 Form 3500A today.