Get Streamlined Application For Recognition Of Exemption

The Streamlined Application For Recognition Of Exemption is a vital document used by organizations seeking tax-exempt status under section 501(c)(3) of the Internal Revenue Code. This guide provides clear, step-by-step instructions to assist users in correctly completing this application online.

Follow the steps to efficiently fill out your application.

1. Press the ‘Get Form’ button to access the application and open it in your preferred online editor.
2. Begin by filling out Part I, which includes your organization's full name, address, and Employer Identification Number. Ensure that all details are accurate and up to date.
3. Provide contact information for a designated person, including their telephone number and optional fax number. This person should be available for any follow-up inquiries.
4. List the names, titles, and addresses of your officers, directors, or trustees. If your organization has more than five, refer to the additional instructions.
5. In Part II, indicate your organizational structure by checking the appropriate box for corporation, unincorporated association, or trust. Confirm that you possess the necessary organizing documents.
6. Attest that your organizing document limits your purposes to those outlined under section 501(c)(3) and does not allow substantial engagement in activities not furthering exempt purposes.
7. Fill out Part III by entering the NTEE code that aligns with your organization's activities. Check all boxes that apply to attest that your organization meets the requirements for exemption.
8. Indicate whether your organization will be involved in activities like influencing legislation, providing compensation, or conducting unrelated business. Answer all questions truthfully.
9. In Part IV, classify your organization as either a public charity or a private foundation. Follow the instructions to determine the appropriate classification and check the corresponding box.
10. Finally, review your application thoroughly before submission. You can save changes, download a copy for your records, and share it with designated individuals if needed.

Complete your Streamlined Application For Recognition Of Exemption online today to streamline your path to tax-exempt status.