Application for Extension of Time To File an Exempt Organization 
Form  8868
                            Return or Excise Taxes Related to Employee Benefit Plans
(Rev. January 2024)                                                                                                               OMB No. 1545-0047
Department of the Treasury                      File a separate application for each return. 
Internal Revenue Service                  Go to www.irs.gov/Form8868 for the latest information.
Electronic filing (e-file). You can electronically file Form 8868 to request up to a 6-month extension of time to file any of the forms 
listed below except for Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts. An extension 
request for Form 8870 must be sent to the IRS in a paper format (see instructions). For more details on the electronic filing of Form 
8868, visit www.irs.gov/e-file-providers/e-file-for-charities-and-non-profits.
Caution: If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-TE and Form 8879-TE for payment 
instructions.
All corporations required to file an income tax return other than Form 990-T (including 1120-C filers), partnerships, REMICs, and trusts must use Form 
7004 to request an extension of time to file income tax returns. 
Part I — Identification
Type or       Name of exempt organization, employer, or other filer, see instructions.                 Taxpayer identification number (TIN) 
Print   
File by the   Number, street, and room or suite no. If a P.O. box, see instructions. 
due date for  
filing your   City, town or post office, state, and ZIP code. For a foreign address, see instructions. 
return. See  
instructions. 

Enter the Return Code for the return that this application is for (file a separate application for each return)         .    .  . .  . .
Application Is For                                               Return  Application Is For                                              Return 
                                                                 Code                                                                    Code
Form 990 or Form 990-EZ                                          01   Form 4720 (other than individual)                                         09
Form 4720 (individual)                                           03   Form 5227                                                                 10
Form 990-PF                                                      04   Form 6069                                                                 11
Form 990-T (sec. 401(a) or 408(a) trust)                         05   Form 8870                                                                 12
Form 990-T (trust other than above)                              06   Form 5330 (individual)                                                    13
Form 990-T (corporation)                                         07   Form 5330 (other than individual)                                         14
Form 1041-A                                                      08
• After you enter your Return Code, complete either Part II or Part III. Part III, including signature, is applicable only for an extension of 
time to file Form 5330.
• If this application is for an extension of time to file Form 5330, you must enter the following information.
             Plan Name
             Plan Number
             Plan Year Ending (MM/DD/YYYY) 
Part II — Automatic Extension of Time To File for Exempt Organizations (see instructions)

The books are in the care of 
Telephone No.                                                    Fax No.
• If the organization does not have an office or place of business in the United States, check this box .            . .     .  . .  . . .  
• If this is for a Group Return, enter the organization’s four-digit Group Exemption Number (GEN)                                  . If this is 
for the whole group, check this box .     . .    .  . If it is for part of the group, check this box  . .            . .     .    and attach 
a list with the names and TINs of all members the extension is for. 

1       I request an automatic 6-month extension of time until                         , 20            , to file the exempt organization return for
        the organization named above. The extension is for the organization’s return for: 
              calendar year 20   or 
              tax year beginning                                 , 20   , and ending                                              , 20          . 

2       If the tax year entered in line 1 is for less than 12 months, check reason:    Initial return   Final return 
              Change in accounting period 

3 a     If  this  application  is  for  Forms  990-PF,  990-T,  4720,  or  6069,  enter  the  tentative  tax,  less  any
        nonrefundable credits. See instructions.                                                                             3a  $ 
b       If  this  application  is  for  Forms  990-PF,  990-T,  4720,  or  6069,  enter  any  refundable  credits  and 
        estimated tax payments made. Include any prior year overpayment allowed as a credit.                                 3b  $ 
c  Balance  due.            Subtract  line  3b  from  line  3a.  Include  your  payment  with  this  form,  if  required,  by
        using EFTPS (Electronic Federal Tax Payment System). See instructions.                                               3c  $ 
For Privacy Act and Paperwork Reduction Act Notice, see instructions.                  Cat. No. 27916D                          Form 8868 (Rev. 1-2024) 

Form 8868 (Rev. 1-2024)                                                                                               Page  2 
Part III — Extension of Time To File Form 5330 (see instructions)

1 I request an extension of time until         , 20 , to file Form 5330.

          You may be approved for up to a 6-month extension to file Form 5330, after the normal due date of Form 5330.

a Enter the Code section(s) imposing the tax.                    1a 

b Enter the payment amount attached.                                                           1b  $ 
c For excise taxes under section 4980 or 4980F of the Code, enter the reversion/amendment date 
  (MM/DD/YYYY).                                                                                1c 

2 State in detail why you need the extension.

Under penalties of perjury, I declare that to the best of my knowledge and belief, the statements made on this form are true, correct, and complete, and that I am authorized 
to prepare this application.

Signature                                                               Date 
                                                                                               Form 8868 (Rev. 1-2024)