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

Filling out the PTAX-765 application is essential for fraternal organizations seeking to apply for an assessment freeze under IRC Section 501(c)(8). This guide will help you navigate the form, providing step-by-step instructions to ensure a seamless online completion.

Follow the steps to fill out the application accurately.

1. Press the ‘Get Form’ button to access the application. This will allow you to download the PTAX-765 form and open it in your editing tool.
2. Begin by completing the information for your fraternal organization. Enter the name of the organization, the assessment year for which you are applying, and the street address of the property in question. Additionally, provide the mailing address if it differs from the street address.
3. Indicate whether this is your first application for an assessment freeze. If 'Yes,' refer to the instructions for required attachments. Also, provide the contact person's name and phone number.
4. Input the property index number (PIN) associated with the property. You can find this number on your property tax bill or obtain it from your chief county assessment officer.
5. Answer questions regarding whether your organization owned or had a legal interest in the property on January 1 of the assessment year, if your organization is liable for property taxes, and if your organization leases any property to non-qualified entities.
6. Complete the affidavit section that describes your organization’s activities. Make sure to detail any direct or indirect financial support provided by members for charitable activities.
7. Provide the dimensions or acreage of the property and include square footage, number of stories, and basement information for each building on the property.
8. At the end of the form, the chief presiding officer must sign and date the application. Ensure that it is notarized before filing with the chief county assessment officer.
9. Finally, review your filled form for accuracy, save your changes, and prepare to download or print it for submission.

Take the next step and complete your PTAX-765 application online today.