Get Form 3500 Exemption Application Booklet

Completing the Form 3500 Exemption Application Booklet online is a straightforward process if you follow the necessary steps. This guide will provide you with clear instructions on how to effectively fill out the form, ensuring all required information is accurately submitted.

Follow the steps to complete the Form 3500 Exemption Application Booklet online.

1. Press the ‘Get Form’ button to access the Form 3500 Exemption Application Booklet and open it for editing.
2. Begin with the organization information section. Fill in the California Secretary of State corporation or file number, Federal Employer Identification Number (FEIN), name of the organization as it appears on the creating document, web address, address (including suite, room, or PMB number), city, state, ZIP code, and phone numbers.
3. Complete the representative information section. Enter the name of the representative, their email address, and their complete mailing address, including city, state, ZIP code, and any additional phone numbers.
4. Move to the general questions section. Ensure to answer all questions clearly, including whether the organization has previously received tax-exempt status and date of formation.
5. Fill out Part I for organizational structure; select the type of organization and provide the supporting documents outlined for each type.
6. Provide a detailed narrative of activities in Part II, describing past and planned activities along with the purpose of each.
7. Complete Part III, Financial Data, detailing current and past financial statements and receipts according to the given guidelines.
8. In Parts IV and V, disclose compensation information for officers and any historical data regarding previous exemptions applied or denied.
9. Proceed to Part VI, answering specific questions about activities conducted by your organization and completing any relevant sections from the various categories provided.
10. Review all entries for accuracy. Once satisfied, save your changes and choose to download, print, or share the completed form as needed.

Start completing your Form 3500 Exemption Application Booklet online today for a smooth and efficient filing process.