application for recognition of exemption Preview on Page 1

Streamlined Application for Recognition of Exemption 2026

The document is the Form 1023-EZ, a streamlined application for organizations seeking recognition of exemption under Section 501(c)(3) of the Internal Revenue Code. It outlines the eligibility requirements, organizational structure, specific activities, and necessary attestations for applicants to qualify as tax-exempt entities. The form includes sections for identification of the applicant, details about the organization's structure and activities, and provisions for reinstatement after automatic revocation.

Here's how it works

01. Edit your application for recognition of exemption online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Streamlined Application for Recognition of Exemption

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin with Part I: Identification of Applicant. Fill in your organization’s full name, address, and Employer Identification Number (EIN). Ensure all details are accurate as this information is crucial for processing.
Next, provide contact information including a person to reach for more information and their telephone number. If applicable, include a fax number.
In Part II: Organizational Structure, select the type of organization you are applying as (corporation, unincorporated association, or trust) and check the boxes confirming your organizing document meets necessary requirements.
Proceed to Part III: Your Specific Activities. Enter the NTEE Code that best describes your activities and check all applicable boxes that confirm your compliance with section 501(c)(3) requirements.
Complete Part IV: Foundation Classification by checking the appropriate box that reflects your organization's status as either a public charity or private foundation.
Finally, sign and date the application in Part VI to certify its accuracy before submitting it through our platform.

Start using our platform today to streamline your application process for free!