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Click ‘Get Form’ to open the primarily exemption application in the editor.
Begin with Step 1: Organization Information. Fill in the name of your organization, mailing address, city, state, ZIP code, and phone number. Select the type of organization by checking the appropriate box.
Proceed to Step 2: Applicant Information. Enter the name of the person preparing this application along with their title. Provide a driver’s license number or federal tax identification number as required.
In Step 3: Property Information, attach a Schedule A for each parcel of real property and a Schedule B for personal property that you wish to exempt.
Move to Step 4: Comptroller’s Determination. Indicate whether you have received a determination letter from the Comptroller regarding your charitable status and provide relevant tax years.
Finally, complete Step 5: Certification and Signature. Ensure all information is accurate before signing and dating the application.

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