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CAUTION

You will not be able to submit this application until you have obtained an EIN.

All organizations must have an EIN. An EIN is required regardless of whether you have employees.

If the organization doesn't have an EIN, it must apply for one. An EIN can be applied for by visiting the IRS website at IRS.gov/ EIN .

The organization may also apply for an EIN by faxing or mailing Form SS-4 to the IRS. Organizations outside the United

States or U.S. territories may also apply for an EIN by calling 267-941-1099 (not toll-free). Don't apply for an EIN more than once.

Line 3. Month tax year ends (01–12). Enter the month that your tax year (annual accounting period) ends, using a two-digit number format. For example, if your annual accounting period ends in December, enter “12.” Your annual accounting period is the 12-month period on which your annual financial records are based. Your first tax year could be less than 12 months. Check your bylaws or other rules of operation for consistency with the annual accounting period entered on line 3.

Line 4. Person to contact if more information is needed. Enter the name and title of the person to contact if more information is needed. The person to contact may be an officer, director, trustee, or other individual who is permitted to speak with us according to your bylaws or other rules of operation. Your person to contact may also be an “authorized representative,” such as an attorney, certified public accountant (CPA), or enrolled agent (EA).

Note. We will request a Form 2848, Power of Attorney and Declaration of Representative, if we need to contact an authorized representative for additional information.

Line 5. Contact telephone number. Provide a daytime telephone number for the contact listed on line 4.

Line 6. Fax number. You may provide a fax number for the contact listed on line 4.

Line 7. User fee submitted. Pay.gov will populate this field with the current user fee for filing Form 1023-EZ.

Line 8. List the names, titles, and mailing addresses of your officers, directors, and/or trustees. Enter the full names, titles, and mailing addresses of your officers, directors, and/or trustees. You may use the organization's address for mailing. If you have more than five, list only five in the order below.

1. President or chief executive officer or chief operating officer.

2. Treasurer or chief financial officer.

3. Chairperson of the governing body.

4. Any officers, directors, and trustees who are substantial contributors (not already listed above).

5. Any other officers, directors, and trustees who are related to a substantial contributor (not already listed above).

6. Voting members of the governing body (not already listed above).

7. Officers (not already listed above).

If an individual serves in more than one office (for example, as both an officer and director), list this individual on only one line and list all offices held.

An officer is a person elected or appointed to manage the organization’s daily operations, such as president, vice president, secretary, treasurer, and, in some cases, board chair. The officers of an organization are determined by reference to its organizing document, bylaws, or resolutions of its governing body, or otherwise designated consistent with state law.

A director or trustee is a member of the organization’s governing body, but only if the member has voting rights.

Line 9a. Organization’s website. Enter your current website address, as of the date of filing this application. If you do not maintain a website, leave this space blank.

Line 9b. Organization’s email. Enter your email address to receive educational information from us in the future. Because of

Form 1023-EZ Instructions 3

security concerns, we cannot send or respond to confidential information via email.