Follow the steps to fill out the CERT-123 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Select whether the purchaser is an 'Exempt Organization' or a 'Qualifying Governmental Agency' by checking the appropriate box.
3. Enter the Federal Employer Identification Number of the exempt organization or qualifying agency.
4. Provide the address of the exempt organization or qualifying agency.
5. If applicable, enter the Connecticut Exemption Permit Number. If no permit is available, make sure to attach the I.R.C. §501(c)(3) or (13) determination letter.
6. Fill in the name of the retailer providing meals or lodging.
7. Indicate whether the purchase involves meals, lodging, or both by checking the appropriate box or boxes.
8. Describe the purpose or reason for the events in detail, such as the meeting or event type.
9. Answer the questions regarding reimbursement. Specify if the organization or agency will receive full or partial reimbursement for any of the meals or lodging.
10. Confirm whether the retailer will directly invoice and charge the exempt organization or agency for the meals or lodging.
11. Indicate if the exempt organization or agency will directly pay the retailer with an appropriate check or credit card.
12. Complete the declaration by signing and dating the form, then provide the printed name and title of the authorized person, along with their telephone number.
13. Submit the completed certificate to the Department of Revenue Services for approval.
14. Once DRS has approved the form, provide a copy of the approved CERT-123 to the retailer.
15. Keep a copy of the certificate and all attached documents for at least six years.

Complete your CERT-123 form online to ensure your organization receives the appropriate tax exemptions.