Get Community Development Financial Institutions Application For ...

Completing the Community Development Financial Institutions Application for Certification online can seem daunting, but with clear instructions, it becomes manageable. This guide will walk you through each section of the application, ensuring that you provide all necessary information accurately.

Follow the steps to successfully complete the application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the organization contact and background information. This includes the name of your organization, address, contact person, their title, phone number, fax number, and email address. Make sure to provide accurate and complete details.
3. Describe the stated mission of your organization. This section should encapsulate the purpose and goals of your organization in a concise statement.
4. Identify your geographic service area. Clearly mention the specific areas where your organization provides services.
5. Provide an overview of your organization’s background. Include relevant history, achievements, and any information that establishes your organization’s credibility.
6. Specify the legal status of your organization, such as sole proprietorship, partnership, or corporation. Ensure that you select the option that accurately reflects your organizational structure.
7. Enter your tax identification number (Tax ID). This is crucial for tax reporting and verification purposes.
8. If applicable, indicate whether your organization is a certified Community Development Financial Institution (CDFI) with the US Treasury. If yes, upload a copy of the Treasury Certification Letter.
9. Indicate your organization's status as a certified Community Development Entity (CDE) under the federal New Markets Tax Credit program, if applicable, and provide the necessary documentation.
10. Answer the questions regarding your organization's nature and mission, specifically if it is a private financial institution located in California and if community development is its primary mission.
11. Provide information on the communities served by your organization by indicating whether lending occurs in urban, rural, or reservation-based communities.
12. Compile the documents checklist as specified. Ensure you have all required documentation ready to be submitted along with your application.
13. Review all the entered information for accuracy and completeness before finalizing your application.
14. Save any changes, then choose to download, print, or share the completed application form as needed.

Start completing your Community Development Financial Institutions Application online today to efficiently facilitate your organization's certification.