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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