A “Sample Letter to IRS to Request a Determination Letter” is a template. It helps organizations get official IRS recognition. This is for their tax-exempt status. Charities and non-profits often need this.
We will provide you with different sample letters. These are examples. You can use them to write your own. We will offer various templates. They cover different situations.
Our goal is to simplify the process. Writing to the IRS can be tricky. These samples will make it easier. You can adapt them to fit your needs.
Sample Letter To Irs To Request A Determination Letter
[Your Name]
[Your Address]
[Your City, State, Zip Code]
[Your Phone Number]
[Your Email Address]
[Date]
Internal Revenue Service
[IRS Address]
[IRS City, State, Zip Code]
**Subject: Request for Determination Letter**
Dear Sir/Madam,
I am writing to request a determination letter for [Name of Organization]. [Name of Organization] is a [Type of Organization, e.g., non-profit organization] located at [Organization’s Address].
We believe [Name of Organization] qualifies as a [Specific Tax-Exempt Status, e.g., 501(c)(3)] organization under the Internal Revenue Code. Our primary purpose is [Briefly Describe Organization’s Purpose].
To support our request, we have enclosed the following documents:
* [Articles of Incorporation]
* [Bylaws]
* [Financial Statements]
* [Detailed Description of Activities]
We kindly request the IRS to review our application and issue a determination letter confirming our tax-exempt status.
Thank you for your time and consideration. We look forward to your response.
Sincerely,
[Your Name]
[Your Title]
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How to Write Letter To IRS To Request a Determination Letter
1. Subject Line: Clarity is Paramount
The subject line is your initial communiqué. It should be succinct yet informative. Eschew ambiguity.
- Example: “Request for Determination Letter – [Your Organization’s Name] – EIN: [Your EIN]”
- Alternatively: “Determination Letter Request – [Section 501(c)(3) Status] – [Organization Name]”
2. Salutation: Address with Respect and Precision
Begin with a formal salutation. Show deference to the IRS.
- Acceptable: “To Whom It May Concern:”
- Preferred: “Internal Revenue Service Determination Letter Department:”
3. Introductory Paragraph: Articulate Your Purpose
The opening paragraph should unequivocally state your intention. Leave no room for misinterpretation.
- Clearly identify your organization and its Employer Identification Number (EIN).
- Explicitly state that you are requesting a determination letter.
- Briefly mention why you need the determination letter (e.g., for grant applications, fundraising).
Example: “This letter serves as a formal request from [Your Organization’s Name], EIN: [Your EIN], for a determination letter affirming our status as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. We require this letter to facilitate our ongoing fundraising efforts and to satisfy grantor requirements.”
4. Background Information: Substantive Details
Provide pertinent background information about your organization. Highlight your raison d’être.
- Date of formation and state of incorporation.
- A concise description of your organization’s activities and mission.
- Reference the section of the Internal Revenue Code under which you believe you qualify (e.g., 501(c)(3)).
Example: “[Your Organization’s Name] was founded on [Date] and incorporated in the state of [State]. Our mission is to [Briefly describe your mission]. We believe we qualify as a tax-exempt organization under Section 501(c)(3) due to [ Briefly explain how you meet the requirements].”
5. Enclosures: Supporting Documentation
List all enclosed documents. Ensure completeness and accuracy.
- Copy of your organization’s Articles of Incorporation.
- Bylaws.
- Financial statements (if available).
- Any other documents that support your application (e.g., program descriptions, fundraising materials).
Example: “Please find enclosed the following documents in support of our request: Articles of Incorporation, Bylaws, and a description of our programmatic activities.”
6. Contact Information: Streamlining Communication
Provide accurate and thorough contact information. Facilitate seamless communication.
- Name of a primary contact person.
- Title of the contact person.
- Phone number.
- Email address.
- Mailing address.
Example: “Please direct any questions or requests for further information to [Contact Name], [Title], at [Phone Number] or [Email Address]. Our mailing address is [Mailing Address].”
7. Closing: Courteous and Professional Demeanor
Conclude with a polite and professional closing. Express gratitude for their consideration.
- Use a formal closing, such as “Sincerely,” or “Respectfully,”.
- Express your appreciation for their attention to your request.
- Include your printed name and title.
- Sign the letter above your printed name.
Example: “Sincerely, [Your Name], [Your Title]”
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Frequently Asked Questions: Requesting an IRS Determination Letter
A determination letter is a written statement issued by the IRS that applies the principles and precedents previously announced to a specific set of facts. This FAQ section provides information on how to request a determination letter from the IRS.
What is a Determination Letter?
A determination letter is a written statement issued by the IRS confirming the tax-exempt status of an organization or the qualified status of a retirement plan.
Why would I need to request a Determination Letter?
You may need a determination letter to confirm your organization’s tax-exempt status to donors, to validate the qualified status of a retirement plan, or to resolve uncertainties about your tax status.
What information should be included in my request letter?
Your request letter should include the organization’s name, address, Employer Identification Number (EIN), a detailed description of its activities, and the specific section of the Internal Revenue Code under which you are seeking recognition.
Where should I send my request letter?
The address to which you send your request letter depends on the type of determination you are seeking. Consult the IRS website or relevant publications for the correct address.
Is there a fee for requesting a Determination Letter?
Yes, in most cases, there is a user fee for requesting a determination letter. The amount of the fee varies depending on the type of request. Refer to the current IRS fee schedule for the applicable amount.