Fillable Form 13533 - Sponsor Agreement printable pdf download

Sponsor Agreement

We appreciate your willingness and commitment to serve as a sponsor in the Volunteer Income Tax

Assistance (VITA) or Tax Counseling for the Elderly (TCE) volunteer tax return preparation programs.

To maintain program integrity and provide for reasonable protection of information provided by the

individuals who use the services, it is essential that the following key principles be followed.

•

Partners and volunteers must keep confidential the information provided for tax return preparation.

•

Partners and volunteers must protect physical and electronic data gathered for tax return preparation

both during and after filing season.

•

Partners with a need to retain and use the information (for purposes other than the preparation of

the current year tax return) must provide written notice to customers outlining what information will

be retained, for how long, how the information will be used, that it will be protected and obtain their

approval. The customer must be provided an option allowing them to refuse this use of their

information.

•

Partners and volunteers who use IRS loaned equipment must delete data after filing season tax

return preparation activities are completed.

•

Partners and site coordinators are expected to keep confidential any personal volunteer

information provided.

Sponsor Name:

Street Address:

Telephone Number:

E-Mail Address:

Please complete the information requested above and sign below. By signing below, you agree to ensure

volunteers participating in the VITA or TCE program are aware of the Standards of Conduct and privacy

and confidentiality key principles.

Date

Sponsor Signature

Privacy Act Notice

The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we

are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your

response is voluntary, required to obtain a benefit, or mandatory.

Our legal right to ask for information is 5 U.S.C. 301.

We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS

volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who

coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used

to establish effective controls, send correspondence and recognize volunteers.

Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your

assistance in these programs.

13533

Department of the Treasury – Internal Revenue Service

Form

(Rev. 8-2007)

Catalog Number 38129E

Form 13533 - Sponsor Agreement

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