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Instructions for Form 1028 2003 Tax Year

Instructions for Form 1028 - Introductory Material

This is archived information that pertains only to the 2003 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

Table of Contents


Make sure the application is complete. Please note...

1. Complete all parts of the application.
2. Show the employer identification number (EIN):
a.If the organization has one, put it on line 1b.  
b.If the organization doesn't have an EIN, obtain it  
by telephone (see the Specific Instructions for Part I, line 1b).  
3. Enclose financial statements (see the Specific Instructions for Part IV):
a.Current year (must include the period that is within 60 days of the  
application's filing date) and 3 preceding years.  
b.Detailed breakdown of receipts and expenditures—no lump sums.  
4. Include a conformed copy of the complete organizing instrument and a copy of the bylaws.
a.An organizing instrument means:  
1)Articles of incorporation  
a)Signed by the incorporators, and  
b)Signed by an appropriate government official, or  
2)Constitution or articles of association (signed).  
b.A conformed copy is one that agrees with the original and all amendments  
to it.  
5. Enclose Form 8718 and appropriate user fee (See General Instruction F).
6. Have the application signed by one of the following:
a.An officer,  
b.A director, or  
c.A person having power of attorney (submit the power of attorney too).  
7. Give the name and phone number of someone we can call during normal business hours if we need additional information (Part I, line 3).

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