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Business Matters and Forms

Taxes and Event Insurance
Chapters automatically have federal tax exempt status through the association. The federal tax exempt number may be obtained by contacting the business manager at the international office.

If a chapter wants state tax exemption then an application process is required. The process varies by state.

Chapters have insurance coverage for events through the association. To obtain a certificate of insurance contact the business manager at the international office. The insurance coverage does not extend outside the United States.

Employer Identification Number (EIN)
Beginning July 2008, we expect that chapters will be required to submit a simplified Form 990 to the IRS. In order to complete that form, a chapter must have their own Employer Identification Number (EIN). The following materials are provided to assist chapter treasurers in the application process.

Application for Employer Identification Number (EIN)—COMPLETED SAMPLE

Application for Employer Identification Number (EIN)—BLANK
(Interactive PDF)

Where to file the EIN application

List of Chapter Charter Dates

Other Forms
These forms are interactive PDF files. How to use an interactive PDF form

Chapter Leadership and Activity Report

Chapter Travel Expense Form for Leadership Conferences

Record of Cash Receipts

Record of Disbursements