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User Guide Overview›Path to Monetizing a Clean Energy/Advanced Manufacturing Credit with an Elective Payment or a Transfer Election›Elective Pay and Transfer Election Pre-Filing Registration User Guide›General Information Screens

Elective Pay and Transfer Election Pre-Filing Registration Data Inputs Worksheet

0726 Publ 5884 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

General information (page 1 of 4): Registrant information

Tax period of the election Month and year when the tax period for
which the election will be made ends
Month: MM _________________
Year: YYYY _________________
Tax year of election Tax year that corresponds to the period
when the election will be made. Especially
important for fscal year flers, this is based
off when the tax year begins.

Year: YYYY _________________
Employer Identifcation EIN issued to the taxpayer submitting
the registration
NNNNNNNNN _______________
Name associated with EIN Name as it appears on your annual or
periodic tax or information return(s)

Parent of a consolidated
group?
Identifes the registrant as the parent of
a consolidated group of corporations.
Yes or No
Registrant type Determines which registration options
are appropriate for the registrant.
Must select 1 (but only 1) type. See
instructions for the appropriate choice
when more than one description
could apply. __________________
General inf Data field formation (page 3 of 4): Banki Meaning ing Information Response format and notes
Account number Registrant is asked to provide
information about any bank
account in its name
The 8 to 17 digit number for your
bank account
Confrm account number Confrm account number The 9 digit number that identifes the
fnancial institution where you have
your account
Routing number Routing number Routing number
Confrm routing number Confrm routing number Confrm routing number

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▸Contents — 0726 Publ 5884 (PDF)

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