PTIN Supplemental Application For U.S. Citizens Form 8945 Without a Social Security Number Due To (Rev. October 2017) OMB No. 1545-2188 Conscientious Religious Objection Department of the Treasury ▶ Go to www.irs.gov/Form8945 for the latest information. Internal Revenue Service Do not submit this form if you have a U.S. Social Security Number (SSN). Part I To Be Completed by Preparer 1 First name Middle name Last name Name 2a Street address, apt. number, or rural route number. If you have a P.O. box, see instructions. Applicant’s Personal b City or town, state or province, country, and ZIP or foreign postal code Mailing Address Birth 3a Date of birth (mm/dd/yyyy) b Country of birth 4 Male Information Female c Name at birth (if different from line 1 above) First name Middle name Last name 5 Citizenship and identification document(s) submitted (see instructions) Citizenship and Passport/Passport Card U.S. Driver’s License U.S. State ID Card Identification Voter's Registration Card U.S. Military ID Card Foreign Military ID Card Information Civil Birth Certificate Naturalization Papers 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 ▶ Date ▶ Part II To Be Completed by Authorized Representative of Religious Group I certify that is a member of (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) Address Signature of Authorized Representative ▶ Title ▶ Date ▶ For Internal Use Only F: E: A: For Privacy Act and Paperwork Reduction Act Notice, see instructions. Cat. No. 37763W Form 8945 (Rev. 10-2017) |
Form 8945 (Rev. 10-2017) Page 2 General Instructions group as “Unaffiliated Mennonite Churches,” or “Eastern Pennsylvania Mennonite Church,” etc., as your religious group, Section references are to the Internal Revenue Code unless and the congregation as “Antrim Mennonite Church otherwise noted. (Anabaptist),” or “Bethel Mennonite Church (Mennonite),” on the second line. Future Developments For the latest information about developments related to Form How To Apply 8945 and its instructions, such as legislation enacted after they Online. Go to the webpage www.irs.gov/ptin for information. were published, go to www.irs.gov/Form8945. During the PTIN application process, you will be prompted to complete and mail Form 8945 and supporting documents to the Purpose of Form address noted below. Form 8945 is used by U.S. citizens who are members of certain Applying by mail. Complete both Form W-12 and Form 8945. recognized religious groups (defined below) that want to • Send both forms and the supporting documents to the prepare tax returns for compensation. All tax return preparers following address. must obtain a preparer tax identification number (PTIN) to prepare tax returns for compensation. Generally, the IRS IRS Tax Professional PTIN Processing Center requires an individual to provide a social security number (SSN) 1605 George Dieter PMB 678 to get a PTIN. Because members of certain religious groups El Paso, TX 79936 have a conscientious objection to obtaining an SSN, Form 8945 Allow 4 to 6 weeks for the IRS to process your application. must be filed by these individuals to establish their identity, U.S. citizenship, and status as members of a recognized religious Submission of Form 8945. Submit the following. group. 1. Your completed Form 8945. You must have a PTIN to prepare a tax return for 2. The original documents, certified copies, or notarized compensation. TIP 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 SSNs. Do not complete Form 8945 if you have an SSN or are example, the name must be the same as on Form 8945, line 1 not a member of a religious group that has a conscientious (or in the case of a civil birth certificate, line 3); and the date of objection to obtaining an SSN. If you have an application for an birth must be the same as on Form 8945, line 3. SSN pending, do not file Form 8945. To avoid any loss of your documents, it is suggested If you already have an SSN, enter the SSN when you apply for you do not submit the original documentation. your PTIN using Form W-12, IRS Paid Preparer Tax Identification TIP Number (PTIN) Application and Renewal. To get an SSN, see Form SS-5, Application for a Social You can submit original documents, or certified or notarized Security Card. To get Form SS-5 or to find out if you are eligible copies. A certified document is one that the original issuing to get an SSN, go to www.SSA.gov or contact a Social Security agency provides and certifies as an exact copy of the original Administration (SSA) office. document and contains an official seal from the issuing agency. All certifications must stay attached to the copies of the Telephone help. If you have questions about completing this documents when they’re sent to the IRS. Certified documents form, the status of your application, or the return of your original have a stamp and/or an ink seal (may or may not be raised). Any documents submitted with this form, you may call the following document certified by a foreign official must be issued by the phone numbers. If calling from the United States, call agency or official custodian of the original record. The foreign 1-877-613-PTIN (7846). For TTY/TDD assistance, call certification must clearly certify that each document is a true 1-877-613-3686. If calling internationally, call +1 915-342-5655 copy of the original. All certifications must stay attached to the (not a toll-free number). Telephone help is generally available copies of the documents when they are sent to the IRS. Monday through Friday from 8:00 a.m. to 5:00 p.m. Central time. A notarized document is one that has been notarized by a Who May Apply U.S. notary public, U.S. government military officer (JAG Officer), U.S. State Department, U.S. Consul/Embassy You may apply if you are a member of, and follow the teachings Employee, or a foreign notary legally authorized within his or her of, a recognized religious group (as defined below). local jurisdiction to certify that each document is a true copy of You are not eligible to file Form 8945 as part of the process of the original. To do this, the notary must see the valid, unaltered, obtaining a PTIN if you received social security benefits or original documents and verify that the copies conform to the payments, or if anyone else received these benefits or payments original. All of the notarized copies must bear the mark (stamp, based on your wages or self-employment income. signature, etc.) of the notary. Notarized documents may or may Recognized religious group. A recognized religious group not have a signature but will have a stamp and usually a raised must meet the following requirements. seal. • It is conscientiously opposed to its members applying for and Original documents you submit will be returned to you at the mailing address shown on your Form receiving SSNs. TIP 8945. You do not need to provide a return envelope. • It has existed continuously since December 31, 1950. If your original documents are not returned within 60 Certification. In order to complete the certification portion days, you can call us at the phone numbers provided earlier above the signature of applicant, you need to enter your under Telephone help. Copies of documents will not be religious group (on the first line) followed by the religious district returned. 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 |
Form 8945 (Rev. 10-2017) Page 3 If you submit an original valid passport (or a certified or Lines 3a, b, and c. Enter your birth information as it notarized copy of a valid passport), you do not need to corresponds to your identification documents. Complete line 3c submit any other documents. Otherwise, you must submit at only if your name at birth is different from the name you entered least two of the documents listed below. The documents must on line 1. be current, verify your name, and verify that you are a U.S. Line 5. Check the box indicating the type of document(s) you citizen. If you submit copies of documents that display are submitting for identification. You must submit documents as information on both sides, copies of both the front and back explained earlier under How To Apply. must be attached to the Form 8945. At least one document must contain your photograph. At least one document must Signatures. The completed Form 8945 must be signed and verify both your identity and U.S. citizenship. Do not attach dated by the applicant in Part I and by the authorized expired documents; expired documents will not be accepted. representative of the religious group/district/congregation in Part II. Can be used to establish: Supporting Documentation Privacy Act and Paperwork Reduction Act Notice. We ask for Identity U.S. Citizenship the information on this form to carry out the Internal Revenue U.S. Passport (the only stand-alone laws of the United States. This information will be used to issue a Preparer Tax Identification Number (PTIN). Our authority to document) X X collect this information is found in section 3710 of the Internal Revenue Service Restructuring and Reform Act of 1998 and U.S. Passport card X X 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 U.S. Driver's license X prepare U.S. tax returns for compensation. Providing incomplete information may delay or prevent processing of this U.S. Military ID card X application; providing false or fraudulent information may subject you to penalties. Foreign Military ID card X 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 U.S. State ID card X records relating to a form or its instructions must be retained as long as their contents may become material in the Voter's registration card X X administration of any Internal Revenue law. Generally, the information you provide on this form is confidential pursuant to Civil birth certificate X X 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 Naturalization papers X X perform the contract, to the Department of Justice for civil and criminal litigation, and to cities, states, the District of Columbia, Keep a copy of the application for your records. and U.S. commonwealths and possessions for use in their You must submit the proper supporting return preparer oversight activities and administration of their documentation with Form 8945. If you do not provide tax laws. We may also disclose this information to other ▲! the proper supporting documentation, your countries under a tax treaty, to federal and state agencies to CAUTION application will not be processed. enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. Specific Instructions The time needed to complete and file this form will vary Line 1. Enter your legal name on line 1 as it appears on your depending on individual circumstances. The estimated burden documents. This entry should reflect your name as it will be for those who file this form is shown below. entered on tax returns that you are paid to prepare. Recordkeeping . . . . . . . . . . . 4 hr., 32 min. Lines 2a and b. Enter your complete mailing address on line 2. Learning about the law or the form . . . . . 0 hr., 40 min. Your original documents will be returned to the address you Preparing and sending the form . . . . . . 1 hr., 58 min. enter on line 2. If you have comments concerning the accuracy of these time Note: If the U.S. Postal Service will not deliver mail to your estimates or suggestions for making this form simpler, we would physical location, enter the U.S. Postal Service’s post office box be happy to hear from you. You can send us comments from number for your mailing address. Contact your local U.S. Post www.irs.gov/formcomments. Or you can send your comments Office for more information. Do not use a post office box owned to Internal Revenue Service, Tax Forms and Publications by a private firm or company. Division, 1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. Do not send this form to this address. Instead, see Applying by mail, earlier. |