Get Form 1023-ez (rev. June 2014). Internal Revenue Code 501(c)(3) Streamline Application Form

Filling out the Form 1023-EZ is an essential step for organizations seeking tax-exempt status under section 501(c)(3). This guide provides comprehensive instructions to help users navigate the form's components and complete it accurately.

Follow the steps to successfully complete the Form 1023-EZ online.

1. Press the ‘Get Form’ button to obtain the Form 1023-EZ and open it in your preferred editing tool.
2. In Part I, provide the identification details of your organization. Fill in the full name of the organization, mailing address, and employer identification number (EIN), ensuring accuracy.
3. Identify the organizational structure in Part II. Check the appropriate box for whether you are a corporation, unincorporated association, or trust, and provide the date and state of incorporation.
4. Continue in Part II by attesting to the contents of your organizing document. Confirm that it limits purposes to section 501(c)(3) exempt purposes and contains a dissolution provision.
5. In Part III, indicate the activities your organization will undertake. Enter the appropriate NTEE Code and check all applicable charitable purposes that your organization will support.
6. Review and attest that your organization adheres to the restrictions outlined in Part III. Confirm you will not support political candidates or engage in prohibited activities.
7. In Part IV, classify your organization as a private foundation or public charity. Check the relevant box and provide the necessary attestations.
8. Complete Part V by providing information related to the user fee, if applicable.
9. Finalize your application in Part VI. The authorized signer should declare the application is true and correct, then sign and date it.
10. After completing the form, review it thoroughly for any errors. Users can save changes, download, print, or share the completed Form 1023-EZ as needed.

Start completing your Form 1023-EZ online today to pursue your organization's tax-exempt status.