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Instructions For Form 1024-A - Application For Recognition Of Exemption Under Section 501(C)(4) Of The Internal Revenue Code Page 7

Procedural Checklist

Make sure the application is complete.

If you do not complete all applicable parts or do not provide all required attachments, we may

return the incomplete application for the organization to resubmit with the missing information or

attachments. This will delay the processing of the application and may delay the effective date of

your organization’s exempt status. The organization may also incur additional user fees.

Have you . . .

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

fee?

Prepared the application for mailing? (See Where To File addresses in Form 8718.)

Completed all parts of the application?

Shown your organization’s Employer Identiﬁcation Number (EIN)?

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

b. If this is a newly formed organization and does not have an Employer Identi cation Number, obtain an EIN.

See Speciﬁc Instructions, Part I.

If applicable, described your organization’s speciﬁc activities as directed in Part III of the application?

Included a conformed copy of the complete organizing instrument? (Part II of the application.)

Had the application signed by one of the following:

a. An of cer or trustee who is authorized to sign (for example, 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 VI)?

a. Current year (must include period up to within 60 days of the date the application is led) and 2 preceding

years. If the organization has been in existence less than 1 year, it must submit proposed budgets for 2

years showing the amounts and types of receipts and expenditures anticipated.

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

Note: During the technical review of a completed application, it may be necessary to contact the

organization for more speci c or additional information.

Do not send this checklist with the application.

Instructions for Form 1024-A

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Instructions For Form 1024-A - Application For Recognition Of Exemption Under Section 501(C)(4) Of The Internal Revenue Code Page 7