What To File

All organizations must complete Parts I through IV, including any applicable schedules of Form 8940 plus any required attachments. Submit a separate request for each type of request set forth in Part II.

Attachments to Form 8940 A complete request may include one or more documents in addition to Form 8940.

Pay.gov can accommodate only one uploaded file. Before submitting Form 8940, consolidate your attachments into a single PDF file. Combine your attachments in the following order, omitting any that don’t apply to your request.

• Organizing document.

• Amendments to your organizing document in chronological order.

• Bylaws or other rules of operation and amendments.

• Form 2848, Power of Attorney and Declaration of Representative.

• Form 8821, Tax Information Authorization.

• Schedule A (Form 990), Public Charity Status and Public Support, Part II or III.

• Form 990-PF, Part XIII—Private Operating Foundations.

• Form 872-B, Consent to Extend the Time to Assess Miscellaneous Excise Taxes.

• Supplemental responses (if your response won’t fit in the provided text field) and any additional information you want to provide to support your request.

• Expedite request.

Put your name and employer identification number (EIN) on each page of your supplemental response and identify the part and line number to which the information relates.