1024 Application for Recognition of Exemption Under Section 501(a)

A user fee must be attached to this application.

If required information and appropriate documents are not submitted along with Form 8718 the application may be returned to the organization. All of the following should be included with this form:

Attached Form 8718 (User Fee for Exempt Organization Determination Letter Request) and the appropriate fee.

Prepared the application for mailing (File addresses are in Form 8718).

Completed all Parts and Schedules that apply.

Organizationís Employer Identification Number (EIN).

a. If organization has an EIN, write it in the space provided.

b. If this is a newly formed organization and does not have an Employer Identification Number, obtain an EIN by telephone. (See Specific Instructions, Part I, Line 2, on page 2).

If applicable, described organizationís specific activities as directed in Part II, question 1 of the application.

Included a conformed copy of the complete organizing instrument(Part I, question 8 of the application).

Had application signed by one of the following:

a. An officer or trustee authorized to sign (e.g., president, treasurer); or

b. A person authorized by a power of attorney (submit Form 2848 or other power of attorney).

If applicable, enclosed financial statements (Part III).

a. Current year (must include period up to within 60 days of the date the application is filed) and 3 preceding years.

b. Detailed breakdown of revenue and expenses (no lump sums).

c. If the organization has been in existence less than 1 year, it must also submit proposed budgets for 2 years showing the amounts and types of receipts and expenditures anticipated.


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1024 Application for Recognition of Exemption Under Section 501(a) 1024$5.95