Federal PTIN Supplemental Application For U.S. Citizens Without A Social Security Number Due To Conscientious Religious Objection
Extracted from PDF file 2021-federal-form-8945.pdf, last modified May 2021
PTIN Supplemental Application For U.S. Citizens Without A Social Security Number Due To Conscientious Religious ObjectionForm 8945 PTIN Supplemental Application For U.S. Citizens Without a Social Security Number Due To Conscientious Religious Objection (Rev. May 2021) Department of the Treasury Internal Revenue Service OMB No. 1545-2188 ▶ Go to www.irs.gov/Form8945 for the latest information. Do not submit this form if you have a U.S. Social Security Number (SSN). Part I To Be Completed by Preparer 1 Name Applicant’s Personal Mailing Address Birth Information First name Middle name Last name 2a Street address, apt. number, or rural route number. If you have a P.O. box, see instructions. b City or town, state or province, country, and ZIP or foreign postal code 3a Date of birth (mm/dd/yyyy) b Country of birth 4 c Name at birth (if different from line 1 above) First name Middle name Citizenship and Identification Information 5 Last name Citizenship and identification document(s) submitted (see instructions) Passport/Passport Card U.S. Driver’s License Voter's Registration Card Civil Birth Certificate Male Female U.S. State ID Card U.S. Military ID Card Naturalization Papers Foreign Military ID Card I certify that I am and continuously have been a member of (Name of religious group) since (Religious district or congregation, and county and/or city, state, and ZIP code) (Month) (Day) (Year) and as a follower of the established teachings of the group, I am conscientiously opposed to applying for and receiving a social security number. Furthermore, I state that an application for a social security number was never filed by me or on my behalf, and that I have never received a social security number. Under penalties of perjury, I declare that I have examined this application, including accompanying documentation and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Signature of Applicant ▶ Part II Date ▶ To Be Completed by Authorized Representative of Religious Group is a member of I certify that (Name of preparer) (Name of religious group/district/congregation) and as a dutiful follower of aforementioned religious group, has a religious objection to applying for and receiving a social security number. Name of Authorized Representative (print or type) Signature of Authorized Representative ▶ Address Date ▶ Title ▶ For Internal Use Only F: E: A: For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 37763W Form 8945 (Rev. 5-2021) Page 2 Form 8945 (Rev. 5-2021) General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Future Developments For the latest information about developments related to Form 8945 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form8945. Purpose of Form Form 8945 is used by U.S. citizens who are members of certain recognized religious groups (defined below) that want to prepare tax returns for compensation. All tax return preparers must obtain a preparer tax identification number (PTIN) to prepare tax returns for compensation. Generally, the IRS requires an individual to provide a social security number (SSN) to get a PTIN. Because members of certain religious groups have a conscientious objection to obtaining an SSN, Form 8945 must be filed by these individuals to establish their identity, U.S. citizenship, and status as members of a recognized religious group. TIP You must have a PTIN to prepare a tax return for compensation. SSNs. Do not complete Form 8945 if you have an SSN or are not a member of a religious group that has a conscientious objection to obtaining an SSN. If you have an application for an SSN pending, do not file Form 8945. If you already have an SSN, enter the SSN when you apply for your PTIN using Form W-12, IRS Paid Preparer Tax Identification Number (PTIN) Application and Renewal. To get an SSN, see Form SS-5, Application for a Social Security Card. To get Form SS-5 or to find out if you are eligible to get an SSN, go to www.SSA.gov or contact a Social Security Administration (SSA) office. Telephone help. If you have questions about completing this form, the status of your application, or the return of your original documents submitted with this form, you may call the following phone numbers. If calling from the United States, call 1-877-613-PTIN (7846). For TTY/TDD assistance, call 1-877-613-3686. If calling internationally, call +1 915-342-5655 (not a toll-free number). Telephone help is generally available Monday through Friday from 8:00 a.m. to 5:00 p.m. Central time. Who May Apply You may apply if you are a member of, and follow the teachings of, a recognized religious group (as defined below). You are not eligible to file Form 8945 as part of the process of obtaining a PTIN if you received social security benefits or payments, or if anyone else received these benefits or payments based on your wages or self-employment income. Recognized religious group. A recognized religious group must meet the following requirements. • It is conscientiously opposed to its members applying for and receiving SSNs. • It has existed continuously since December 31, 1950. Certification. In order to complete the certification portion above the signature of applicant, you need to enter your religious group (on the first line) followed by the religious district or congregation (on the second line). For example, if you enter “Old Order Amish” as your religious group, then you would enter “Conewango Valley North District,” “Conewango Valley West District,” etc., on the second line as the district. However, if you are Anabaptist or Mennonite, enter the name of your religious group as “Unaffiliated Mennonite Churches,” or “Eastern Pennsylvania Mennonite Church,” etc., as your religious group, and the congregation as “Antrim Mennonite Church (Anabaptist),” or “Bethel Mennonite Church (Mennonite),” on the second line. How To Apply Online. Go to the webpage www.irs.gov/ptin for information. During the PTIN application process, you will be prompted to complete and mail Form 8945 and supporting documents to the address noted below. Applying by mail. Complete both Form W-12 and Form 8945. • Send both forms and the supporting documents to the following address. IRS Tax Professional PTIN Processing Center PO Box 380638 San Antonio, TX 78268 Allow 4 to 6 weeks for the IRS to process your application. Submission of Form 8945. Submit the following. 1. Your completed Form 8945. 2. The original documents, certified copies, or notarized copies of documents that substantiate the information provided on Form 8945. The supporting documentation must be consistent with the information provided on Form 8945. For example, the name must be the same as on Form 8945, line 1 (or in the case of a civil birth certificate, line 3); and the date of birth must be the same as on Form 8945, line 3. TIP To avoid any loss of your documents, it is suggested you do not submit the original documentation. You can submit original documents, or certified or notarized copies. A certified document is one that the original issuing agency provides and certifies as an exact copy of the original document and contains an official seal from the issuing agency. All certifications must stay attached to the copies of the documents when they’re sent to the IRS. Certified documents have a stamp and/or an ink seal (may or may not be raised). Any document certified by a foreign official must be issued by the agency or official custodian of the original record. The foreign certification must clearly certify that each document is a true copy of the original. All certifications must stay attached to the copies of the documents when they are sent to the IRS. A notarized document is one that has been notarized by a U.S. notary public, U.S. government military officer (JAG Officer), U.S. State Department, U.S. Consul/Embassy Employee, or a foreign notary legally authorized within his or her local jurisdiction to certify that each document is a true copy of the original. To do this, the notary must see the valid, unaltered, original documents and verify that the copies conform to the original. All of the notarized copies must bear the mark (stamp, signature, etc.) of the notary. Notarized documents may or may not have a signature but will have a stamp and usually a raised seal. Original documents you submit will be returned to at the mailing address shown on your Form TIP you 8945. You do not need to provide a return envelope. If your original documents are not returned within 60 days, you can call us at the phone numbers provided earlier under Telephone help. Copies of documents will not be returned. Page 3 Form 8945 (Rev. 5-2021) If you submit an original valid passport (or a certified or notarized copy of a valid passport), you do not need to submit any other documents. Otherwise, you must submit at least two of the documents listed below. The documents must be current, verify your name, and verify that you are a U.S. citizen. If you submit copies of documents that display information on both sides, copies of both the front and back must be attached to the Form 8945. At least one document must contain your photograph. At least one document must verify both your identity and U.S. citizenship. Do not attach expired documents; expired documents will not be accepted. Supporting Documentation Can be used to establish: Identity U.S. Citizenship U.S. Passport (the only stand-alone document) X X U.S. Passport card X X U.S. Driver's license X U.S. Military ID card X Foreign Military ID card X U.S. State ID card X Voter's registration card X X Civil birth certificate X X Naturalization papers X X Keep a copy of the application for your records. ! ▲ CAUTION You must submit the proper supporting documentation with Form 8945. If you do not provide the proper supporting documentation, your application will not be processed. Specific Instructions Line 1. Enter your legal name on line 1 as it appears on your documents. This entry should reflect your name as it will be entered on tax returns that you are paid to prepare. Lines 2a and b. Enter your complete mailing address on line 2. Your original documents will be returned to the address you enter on line 2. Note: If the U.S. Postal Service will not deliver mail to your physical location, enter the U.S. Postal Service’s post office box number for your mailing address. Contact your local U.S. Post Office for more information. Do not use a post office box owned by a private firm or company. Lines 3a, b, and c. Enter your birth information as it corresponds to your identification documents. Complete line 3c only if your name at birth is different from the name you entered on line 1. Line 5. Check the box indicating the type of document(s) you are submitting for identification. You must submit documents as explained earlier under How To Apply. Signatures. The completed Form 8945 must be signed and dated by the applicant in Part I and by the authorized representative of the religious group/district/congregation in Part II. Privacy Act and Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. This information will be used to issue a Preparer Tax Identification Number (PTIN). Our authority to collect this information is found in section 3710 of the Internal Revenue Service Restructuring and Reform Act of 1998 and Internal Revenue Code section 6109. Under section 6109, return preparers are required to provide their identification number on what they prepare. Applying for a PTIN is mandatory if you prepare U.S. tax returns for compensation. Providing incomplete information may delay or prevent processing of this application; providing false or fraudulent information may subject you to penalties. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, the information you provide on this form is confidential pursuant to the Privacy Act of 1974 and tax returns and return information are confidential pursuant to Code section 6103. However, we are authorized to disclose this information to contractors to perform the contract, to the Department of Justice for civil and criminal litigation, and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in their return preparer oversight activities and administration of their tax laws. We may also disclose this information to other countries under a tax treaty, to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. The time needed to complete and file this form will vary depending on individual circumstances. The estimated burden for those who file this form is shown below. Recordkeeping . . . . . . . . . . . 4 hr., 32 min. Learning about the law or the form . . . . . 0 hr., 40 min. Preparing and sending the form . . . . . 1 hr., 58 min. . If you have comments concerning the accuracy of these time estimates or suggestions for making this form simpler, we would be happy to hear from you. You can send us comments from www.irs.gov/formcomments. Or you can send your comments to Internal Revenue Service, Tax Forms and Publications Division, 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. Do not send this form to this address. Instead, see Applying by mail, earlier.
Form 8945 (Rev. May 2021)
More about the Federal Form 8945 Other
We last updated the PTIN Supplemental Application For U.S. Citizens Without A Social Security Number Due To Conscientious Religious Objection in April 2022, and the latest form we have available is for tax year 2021. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Federal Internal Revenue Service. You can print other Federal tax forms here.
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The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8945 from the Internal Revenue Service in April 2022.
Historical Past-Year Versions of Federal Form 8945
We have a total of ten past-year versions of Form 8945 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
Form 8945 (Rev. May 2021)
Form 8945 (Rev. May 2021)
Form 8945 (Rev. October 2017)
Form 8945 (Rev. October 2017)
Form 8945 (Rev. October 2017)
Form 8945 (Rev. October 2015)
Form 8945 (Rev. October 2015)
Form 8945 (Rev. October 2014)
Form 8945 (September 2012)
Form 8945 (September 2010)
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