How to Form a Club in California
Forms and Publications to Download

Federal Forms and Publications Needed—

Form SS-4	Application for Employee Identification Number (EIN)
Form 1023	Application for Recognition of Exemption under section 501(c)(3) (for Charities)
Form 1024	Application for Recognition of Exemption under section 501(a) (for 501(c)(7) or Clubs)
Form 8718	User Fee for Exempt Organization Determination Letter Request
Form 990	Tax Return of Organization Exempt from Income Tax
Publication 557	Tax-Exempt Status for Your Organization (see pg. 47 for 501(c)(7))

You can apply for Federal Forms and Publications via

• internet
• phone 800.829.1040
• mail Western Area Distribution Center, Rancho Cordova, CA 95743-0001

Web Resources—

• http://www.irs.gov/charities/social/index.html

California State Forms and Publications Needed—

Name Availability Inquiry Letter
Name Reservation Request Form
Form FTB 3500	Exemption Application
Form FTB 199	California Exempt Organization Annual Information Return
Publication FTB 927	Exempt Organizations

You can apply for State Forms and Publications via

• internet
• phone 800.338.0505
• mail Tax Forms Request Unit, Franchise Tax Board, POB 307, Rancho Cordova, CA 95741-0307

Web Resources—

• http://www.taxes.ca.gov/exemptbus.html

California Secretary of State, 1500 11th St., Sacramento, CA 95814