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Official form guide
Form 4506B: Request for a Copy of Exempt Organization IRS Application or Letter
IRS Form 4506-B is used to request a copy of an exempt organization’s IRS exemption application or determination letter. Requesters such as commercial users, non‑commercial scientific institutions, media outlets, educational institutions, or others file it. Submissions are accepted only by email via the “Submit Form” button.
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IRS Form 4506B - Request for a Copy of Exempt Organization IRS Application or Letter
IRS Form 4506-B is used to request a copy of an exempt organization’s IRS exemption application or determination letter. Requesters such as commercial users, non‑commercial scientific institutions, media outlets, educational institutions, or others file it. Submissions are accepted only by email via the “Submit Form” button.
Risk Radar
Scan points- 1Submitting the form by mail instead of using the email “Submit Form” button.
- 2Leaving the requester’s name, phone, or address blank on Line 1.
- 3Omitting the organization’s official name or EIN on Line 2.
- 4Failing to check a Category of requester box on Line 3.
- 5Not providing a reason for request on Line 4 (required for non‑commercial users).
Plain English
Form 4506-B lets you ask the IRS for the most recent exemption application and determination letter of a charity or similar organization. You fill in your contact info, the organization’s details, why you need the records, and which documents you want. The form must be sent electronically, not mailed. It is the only way to request these specific exemption records.
Submission Date
- Filing date: 2024-05-22 22:10:09
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when requesting a copy of an exempt organization’s exemption application or determination letter.
- Do not use it when requesting copies of an organization’s tax returns, reports, or notices.
- Check Form 4506-A instead when requesting a copy of an exempt or political organization’s return, report, or notice.
Form selector
Use this form or another form?
Need a copy of an organization’s tax return, report, or notice
Form 4506-B cannot provide returns, so using the correct form prevents denial
✓ Verify the request is for a return, not an exemption application
Need a Political Organization Notice of Section 527 status
These documents are not obtained via Form 4506-B and are accessed directly online
✓ Confirm you are requesting Form 8871
Need a Political Organization Report of Contributions and Expenditures
Same reason as above; Form 4506-B does not handle these reports
✓ Confirm you are requesting Form 8872
Deadline or filing window
The instructions do not specify a filing deadline or any extension provisions.
Checklist
What you need before filling it out
Line 4 Reason for request
Explanation of how records will be used · Line 4 of Form 4506-B
Line 5 Item(s) requested
Checked box for desired item (e.g., Application for exemption) · Line 5 of Form 4506-B
Section 3 Category of requester
Checked box for Commercial user, Non‑commercial scientific institution, Media, Educational institution, or All others · Section 3 of Form 4506-B
Employer identification number
Organization’s EIN · Section 2 of Form 4506-B
Submit Form button
Click the button to email the request · Bottom of the PDF form
Before you submit
- 1Enter the requester’s first and last name
- 2Provide the requester’s phone number and extension
- 3Complete the requester’s street address lines
- 4Enter the exempt organization’s name correctly
- 5Enter the exempt organization’s EIN accurately
- 6Select the appropriate requester category box
- 7Provide a reason for request in Line 4 if you are not a commercial user
- 8Check the box for the specific item(s) you are requesting (e.g., Application for exemption)
- 9If selecting “other,” specify the requested item on the provided line
- 10Review the fee applicability based on the selected requester category
- 11Click the “Submit Form” button at the bottom of the PDF to email the request
- 12Save a copy of the submitted PDF or confirmation screen for your records
How to file this form
- 1Enter the requester’s personal information (name, phone, address) and save the PDF
- 2Fill in the exempt organization’s name, EIN, and address
- 3Select the correct requester category and, if required, provide a reason for request
- 4Check the box for the desired item(s) such as “Application for exemption”
- 5Verify all entries for accuracy and confirm the applicable fee status
- 6Click the “Submit Form” button at the bottom of the PDF to email the request
- 7Save the confirmation screen or email receipt as proof of filing
Known limitations
- 1Form 4506-B cannot be used to request copies of tax returns, reports, or notices; Form 4506-A must be used instead.
- 2Form 4506-B accepts only requests for exemption applications or determination letters; all other form or letter requests are not accepted.
- 3Commercial users must provide a reason for the request to avoid being charged the commercial rate.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The edition on file is dated 05/24; the instructions reference an August 2023 version and point to www.irs.gov/form4506ab for the latest information. Submission has been updated to accept only email submissions via the “Submit Form” button.
What changed or needs a fresh check
- Edition date — confirm the revision reads 05/24
- Fee — verify commercial rate $0.20 per page or free first 100 pages for non‑commercial requesters
- Mailing address — do not send to NW, IR-6526 Washington, DC 20224; use email submission
- Submission method — confirm submission via email using the “Submit Form” button
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Retain a copy of the submitted Form 4506-B for your records.
- 2Keep the retained copy for at least three years in case the IRS requests clarification.
- 3Expect an email confirmation after the form is successfully submitted via the "Submit Form" button.
- 4If the confirmation indicates missing information, correct the error and resubmit using the same email submission process.
- 5Do not mail the form; ensure it was submitted electronically as required.
Sources
- SRCInstructions p.1 — All other form or letter requests will not be accepted.
- SRCInstructions p.2 — Do NOT use this form to request copies of returns, reports or notices. Use Form 4506-A.
- SRCInstructions p.1 — Complete a separate Form 4506-B for each organization.
- SRCInstructions p.1 — Line 3 Category of requester. Check the appropriate category of the requester. You must check a box.
- SRCForm p.1 — Line 4 Reason for request. All requesters, except commercial users, must provide an explanation to avoid the commercial rate.
- SRCInstructions p.1 — How the Form 4506-B is submitted has been updated to accept only email submissions made by clicking the “Submit Form” button at the bottom of the form.
- SRCInstructions p.2 — Do not send Form 4506-B to the NW, IR-6526 address; use the electronic submission method.
- SRCInstructions p.2 — Application for exemption includes Form 1023, 1023-EZ, 1024, 1024-A etc.
- SRCForm p.1 — Form 8871 and Form 8872 are available for inspection at www.irs.gov/polorgs.
Common confusion points
Can I request a copy of a 2013 determination letter?
The source only mentions determination letters issued 2014 or later are available on TEOS.
→ Verify the letter’s issuance date is 2014 or later before requesting.
Do I need to mail this form?
Instructions state the form is accepted only by email via the "Submit Form" button.
→ Confirm you used the electronic submission button, not postal mail.
Do I have to provide a reason if I am a commercial user?
All requesters except commercial users must provide a reason; commercial users are charged the commercial rate otherwise.
→ Check whether you are a commercial user and whether you supplied a reason to avoid the commercial rate.
Can I request copies for multiple organizations on one Form 4506-B?
The instructions require a separate Form 4506-B for each organization.
→ Submit one form per organization.
Is this the correct form to request a copy of an organization’s tax return?
The form explicitly says not to use it for returns, reports, or notices; Form 4506-A is required.
→ Use Form 4506-A for return requests.
Do I need to include the organization’s EIN?
Line 2 of the form requires the organization’s employer identification number.
→ Ensure the EIN is entered accurately.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 4506-A – submit if you need a copy of an exemption application after an error with Form 4506-B.
Questions about IRS Form 4506B
What is IRS Form 4506B used for?
Form 4506-B lets you ask the IRS for the most recent exemption application and determination letter of a charity or similar organization. You fill in your contact info, the organization’s details, why you need the records, and which documents you want. The form must be sent electronically, not mailed. It is the only way to request these specific exemption records.
Who must file IRS Form 4506B?
Any requester such as a commercial user, non‑commercial scientific institution, media outlet, educational institution, or other category must file IRS Form 4506‑B.
What information does IRS Form 4506B require?
The form collects the requester’s name, phone and address (Line 1), the organization’s official name, address and EIN (Line 2), the requester’s category (Line 3), a reason for the request (Line 4), and the specific items being requested (Line 5).
Where do I file IRS Form 4506B?
Submit the form electronically by clicking the “Submit Form” button at the bottom of the PDF; do not mail it to the NW, IR‑6526 address.
How do I complete IRS Form 4506B?
Enter the requester’s name, phone and address on Line 1, then the exempt organization’s official name, address and EIN on Line 2. Choose the appropriate requester category on Line 3, provide a reason for the request on Line 4, and check the desired item(s) on Line 5. After completing all required fields, click the “Submit Form” button to email the request to the IRS.
What happens if IRS Form 4506B is filed incorrectly?
Providing false or fraudulent information may subject the requester to criminal penalties, and incomplete or incorrect requests will be rejected.
Can I request a copy of a 2013 determination letter?
The source only mentions determination letters issued 2014 or later are available on TEOS. Verify the letter’s issuance date is 2014 or later before requesting.
Do I need to mail this form?
Instructions state the form is accepted only by email via the "Submit Form" button. Confirm you used the electronic submission button, not postal mail.
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