Line 1: Requester
First and last name, phone and extension, the date, and a street address with city, state or province, country and ZIP or foreign postal code.
4506-B
Request for a Copy of Exempt Organization IRS Application or Letter
Form 4506-B is the request a person or organization sends to the IRS for a copy of an exempt organization's exemption application or determination letter, under section 6104. The instructions say the items it covers include the most recent Form 1023, 1023-EZ, 1024 or 1024-A with its supporting documents, the determination letter, a currently dated affirmation letter, and other publicly disclosable items such as group exemption requests.
The form is not for returns, reports or notices. The form says to use Form 4506-A, Request for a copy of Exempt or Political Organization IRS Form, for those. The instructions also say determination letters issued 2014 or later are available for inspection and printing on Tax Exempt Organization Search (TEOS) at www.irs.gov/teos, and that exempt organizations make their exempt applications available for public inspection.
The instructions say Form 4506-B is submitted by email with the "Submit Form" button at the bottom of the form. This page hosts the May 2024 revision. You can fill it out free in your browser on this page and download it without an account.
First and last name, phone and extension, the date, and a street address with city, state or province, country and ZIP or foreign postal code.
The organization's name, employer identification number and address. The form says to complete a separate Form 4506-B for each organization.
Five boxes: commercial user, educational institution, non-commercial scientific institution, media and all others, plus a space for the name of the media outlet.
Space to explain how the records will be used. The form asks this of all requesters except commercial users, to avoid being charged the commercial rate.
Four boxes: application for exemption, exemption determination letter only, affirmation letter, and other, with lines to name the specific other items.
A button at the bottom sends the form by email. Its disclaimer says the email submission of Form 4506-B is not encrypted for security.
The instructions say determination letters issued 2014 or later can be viewed and printed on Tax Exempt Organization Search at www.irs.gov/teos without filing this form.
Enter the requester's name, phone number and address.
Enter the organization's official name under which exempt status was approved, its address and its EIN. The instructions say that without the official name the IRS may not be able to locate the item.
Check one requester category. Unless the box checked is commercial user, explain on line 4 why the records are requested and how they will be used.
Check each item requested. The instructions say the application box returns only the most recent application, and earlier applications are requested with the "other" box and the lines provided.
Click "Submit Form" at the bottom of the page. The About page says to open and complete the form in Adobe Acrobat Reader and to use its functions, not a web browser's PDF viewer, when submitting.
You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.
The instructions say Form 4506-B is now accepted only by email, sent with the "Submit Form" button at the bottom of the form.
The instructions list $.20 per page for commercial users. Educational institutions, media, non-commercial scientific institutions and all other requesters get the first 100 pages free, then $.20 per page.
The instructions say the IRS sends a bill for the photocopy cost, and if the cost is over $250 the IRS will ask for payment in advance.
The instructions say incomplete requests and requests for documents not specified on the form, such as copies of returns, will be rejected.
The instructions say requests for "other" documents take longer to process and could result in significant delays.
The form says exempt organizations make their exempt applications available for public inspection, so a person can visit the organization instead, and it may provide copies.
4506-A
40 fields, 1 page
1023-EZ
1 field, 3 pages
990
1,075 fields, 12 pages
8872
136 fields, 3 pages
4506
43 fields, 2 pages
4506-T
29 fields, 2 pages
The requester completes the form and sends it to the IRS. Line 3 asks which of five requester categories applies, and the category sets the copy charge.
No tool matches that search.
The About page says Form 4506-A requests a copy of an exempt or political organization's return, report or notice, and Form 4506-B requests a copy of an exempt organization's exemption application or letter.
By email, using the "Submit Form" button at the bottom of the form. The form notes that the email submission is not encrypted for security.
The instructions list $.20 per page for commercial users. All other categories get the first 100 pages free, then $.20 per page. The IRS sends a bill and asks for payment in advance over $250.
The instructions say determination letters issued 2014 or later are available for inspection and printing on Tax Exempt Organization Search at www.irs.gov/teos.
Yes. The instructions say it or its officers receive only the copy that is "Open for Public Inspection", which leaves out items such as information that may identify a contributor.
The instructions say the application box returns only the most recent application. Previous applications are requested by checking "other" and naming them on the lines provided.