Streamlined Application for Recognition of Exemption 2026

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. Next, provide contact information including a person to reach for more information and their telephone number. If applicable, include a fax number.
4. 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.
5. 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.
6. Complete Part IV: Foundation Classification by checking the appropriate box that reflects your organization's status as either a public charity or private foundation.
7. Finally, sign and date the application in Part VI to certify its accuracy before submitting it through our platform.

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