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Form Example Attachments 1023 MS: What You Should Know

This document contains all the answers and the documentation required for complete submission of Form 1023 to Form 1040X. Form 1023, Part II. Answers to questions. Attachment to Form 1023 — A Diversified Financial Institution Form 1023. Part I. Questions and Answers for Submitting an Application. 1023.1.4‡ Form 1023-EZ. Information For An Application for Certification Or For an Application for Special Use Tax Status 1023.1.5‡ Form 1023-P. Information For An Application For Certification Under Subchapter C Of the Internal Revenue code 1023.1.6‡ Form 1023-SF. Information For An Application For Certification Under Subchapter M Of The Internal Revenue Code 1023.1.7‡ Form 1023-US. Information For An Application For Special Use Tax Status 1023.1.8‡ Form 1023.5. Information for a Qualified Foreign Corporation 1023.1.9‡ Form 1023.7. Information for a Reorganization of a Foreign Corporation 1023.1.10‡ Form 1023.9‡ Information for a Transfer of Shareholder's Class A Shares To A Subchapter M Trust Form 1023-SF (Application for Certification) Instructions for Form 1023.5 & Form 1023.7. Form 1023.5. This form requires a complete understanding of the current rules and regulations affecting the organization and its employees' wages. You must understand all the following. In addition to the instructions and general information given on Form 1023.5 the following information is required for an accurate and complete submission. Information on the employees' pay periods for the current year. Information on the number of employees at each location. This includes employee identification numbers, full names and the names of all supervisors. This information must be available to support the application based on the rules of the jurisdiction where your business is located. 1023.6‡ Form 1023.1‡ Information for a Person Holding an Office In the United States. This form may only be used by an individual who holds a United States passport and its corresponding alien registration number; and by a person with whom the United States Citizenship and Immigration Service has a letter issued stating that the person holds a United States alien registration number. Form 1023.

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