Your Federal Tax Id number is a 9 digit number that contains only numbers and acceptable formats for this number are 123456789 or 12-3456789.

To find out your Federal Tax ID number try the following options:

• Call the Internal Revenue Service Call Center at 877-829-5500.
• Search for your Tax ID number at the IRS website: http://apps.irs.gov/app/pub78

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1. If you have not yet created a password, you will need to select the 'First time user? Click here to create your password' link located above the login box.
   OR
   If you have already registered, log in using the email address and password with which you already registered.
2. Click the link called 'Familiarize yourself with the online application' found on the Welcome Page.

A read-only version of the application will open. You can print this application by clicking 'File' then 'Print' on your browser's toolbar. Please note: You must submit your application online. Do not mail the paper application.
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1. If you have not yet created a password, you will need to select the 'First time user? Click here to create your password' link located above the login box.
   OR
   If you have already registered, log in using the email address and password with which you already registered.
2. Review the information on the Welcome Page.
3. Click the 'Start a New Application' link at the bottom of the Welcome Page.

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1. Click the contact's name in the contact information section of the application.
2. Edit as necessary or delete the person by clicking the "Delete Contact" button.
3. Click the "Save and Proceed" button.

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1. Single click on the 'Upload File' link. Please note: This is a pop up window if you have a pop up blocker you will need to disable it in order to proceed.
2. Click the "Browse" button in the File Upload window in order to select the desired file from its location on your computer.
3. Select the file from your computer.
4. Click the "Open" button.
5. Click "Upload File."
6. The name of the file you chose will appear below the "Upload File" button.
7. Once you close the File Upload window, the page will refresh and the file will appear below the 'Upload File' link.
8. Your file must be smaller than 10MB.

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1. Click the 'Delete File' link located next to the uploaded file.
2. On the screen that comes up, choose delete.
3. Click "Done" on the next screen.

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The character limit includes:

• space or punctuation mark - 1 character
• a carriage return or blank line - 2 characters
• special characters (single quote, double quote, apostrophes, $, &) pasted into the application from another program - 5 to 7 characters.

Suggestion: If you cut and pasted your answer into the application, erase the special characters in the application, then retype them.
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Clicking the links in the timeline located at the top of each page will allow you to jump to different sections and it will also save the data you have entered in the current section.
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Follow the directions below to continue working on a previously started but unsubmitted application.

1. Login with the email address and password that was used to create the application.
2. Under 'Applications Requiring Action,' at the bottom of the Welcome Page, look for the application you wish to continue.
3. Click the 'Continue' link next to that application.

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In order to submit your application:

1. Click the "Save and Proceed" button at the bottom of each page to get to the end of the application.
   OR
   Click the last link in the timeline at the top of the page. When you get to the last section, click the "Save and Proceed" button.
2. You are brought to the 'Review Your Application' page. (You cannot proceed to this page until you have completed all required fields.)
3. Click the "Submit" button.
4. Once submitted you can no longer make any changes.

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Once you submit your application and it is received, an email confirming receipt of the application will be sent to the email address with which you logged in. You will also see the submitted application listed under 'Submitted Applications' on your Welcome Page.
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Printing from the Review Page
The best way to view your application and print is on the 'Review Your Application' page.

1. Complete all required fields on the application.
2. Click the "Save and Proceed" button on the last section to bring yourself to the 'Review Your Application' page.
3. Go to 'File' and then 'Print' on your browser toolbar. Please note: You may need to change the orientation of your page setup from Portrait to Landscape.

Printing page by page while working on the application
Use this option while still working on the application. Following these instructions will print the page exactly as seen on the screen.

1. Print out each page by clicking 'File' and then 'Print' on your browser toolbar. Please note: You may need to change the orientation of your page setup from Portrait to Landscape.
2. Click the section link in the timeline at the top of the page in order to move to the next section.

Printing a submitted application
Use this option if you would like to print a copy of your submitted application.

1. At the bottom of the Welcome Page, click the 'View' link located next to the application you want to print.
2. Go to 'File' and then 'Print' on your browser toolbar. Please note: You may need to change the orientation of your page setup from Portrait to Landscape.

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