Form 8879-EO IRS e-file Signature Authorization for an Exempt Organiz

Form

IRS e-file Signature Authorization
for an Exempt Organization

8879-EO

Department of the Treasury
Internal Revenue Service

For calendar year 2009, or fiscal year beginning
, 2009, and ending
 Do not send to the IRS. Keep for your records.
 See instructions on back.

Name of exempt organization

OMB No. 1545-1878

, 20

2009

Employer identification number

Name and title of officer

Part I

Type of Return and Return Information (Whole Dollars Only)

Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the
return. If you check the box on line 1a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return for which you
are filing this form was blank, then leave line 1b, 2b, 3b, 4b, or 5b, whichever is applicable, blank (do not enter -0-). But, if
you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than 1 line in Part I.
1a
2a
3a
4a
5a

Form
Form
Form
Form
Form

Part II

990 check here 
990-EZ check here 
1120-POL check here
990-PF check here 
8868 check here 

b Total revenue, if any (Form 990, Part VIII, column (A), line 12)
b Total revenue, if any (Form 990-EZ, line 9)

b Total tax (Form 1120-POL, line 22)
b Tax based on investment income (Form 990-PF, Part VI, line 5)
b Balance Due (Form 8868, line 3c)

1b
2b
3b
4b
5b

Declaration and Signature Authorization of Officer

Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization’s
2009 electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true,
correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the organization’s
electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the
organization’s return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the
transmission, (b) an indication of any refund offset, (c) the reason for any delay in processing the return or refund, and (d) the date
of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal
(direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization’s
federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact
the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also
authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information
necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as
my signature for the organization’s electronic return and, if applicable, the organization’s consent to electronic funds withdrawal.
Officer’s PIN: check one box only
I authorize

to enter my PIN
ERO firm name

as my signature
Enter five numbers, but
do not enter all zeros

on the organization’s tax year 2009 electronically filed return. If I have indicated within this return that a copy of the return
is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the
aforementioned ERO to enter my PIN on the return’s disclosure consent screen.
As an officer of the organization, I will enter my PIN as my signature on the organization’s tax year 2009 electronically
filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating
charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen.
Officer’s signature

Part III



Date



Certification and Authentication

ERO’s EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.
do not enter all zeros

I certify that the above numeric entry is my PIN, which is my signature on the 2009 electronically filed return for the organization
indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File
(MeF) Information for Authorized IRS e-file Providers for Business Returns.
ERO’s signature



Date



ERO Must Retain This Form—See Instructions
Do Not Submit This Form To the IRS Unless Requested To Do So
For Paperwork Reduction Act Notice, see back of form.

Cat. No. 37189W

Form

8879-EO

(2009)

Form 8879-EO (2009)

Page

Purpose of Form
An organization officer and an electronic
return originator (ERO) use Form
8879-EO when the organization officer
wants to use a personal identification
number (PIN) to electronically sign an
organization’s electronic return and, if
applicable, authorize an electronic funds
withdrawal. In the case of Form 990-PF,
Form 1120-POL, and Form 8868 with
payment, Form 8879-EO is used to
authorize an electronic funds withdrawal.
An organization officer who does not use
Form 8879-EO must use Form 8453-EO,
Exempt Organization Declaration and
Signature for Electronic Filing. For more
information, see the instructions for
Form 8453-EO.

CAUTION

Form 8879-EO must be
completed and signed before
submission of the electronic
return.

Officer’s Responsibilities
The officer of an organization has the
following responsibilities:
● Verify the accuracy of the
organization’s prepared return;
● Verify the type of return being filed in
Part I;
● Check the appropriate box in Part II to
either authorize the ERO to enter the
officer’s PIN or to choose to enter it in
person;

The ERO must retain Form 8879-EO.
Do not send this form to the IRS.

● Indicate or verify his or her self-select
PIN when authorizing the ERO to enter it
(the PIN must be five numbers other
than all zeros);

ERO Responsibilities

● Sign and date Form 8879-EO; and

The ERO will:
● Enter the name and employer
identification number of the organization
at the top of the form;

● Return the completed Form 8879-EO
to the ERO by hand delivery, U.S. mail,
private delivery service, or fax.

● Complete Part I by checking the box
for the type of return being filed and
using the amount, if any, from the
organization’s 2009 return;
● Enter on the authorization line in Part
II the ERO firm name (not the name of
the individual preparing the return) if the
ERO is authorized to enter the officer’s
PIN;
● Give the officer Form 8879-EO for
completion and review. This can be
done by hand delivery, U.S. mail, private
delivery service, email, fax, or Internet
website; and
● Complete Part III including a signature
and date.

Important Notes for EROs
● Do not send Form 8879-EO to the IRS
unless requested to do so. Retain the
completed Form 8879-EO for 3 years
from the return due date or IRS received
date, whichever is later. Form 8879-EO
can be retained electronically in
accordance with the recordkeeping
guidelines in Rev. Proc. 97-22, which is
on page 9 of Internal Revenue Bulletin
1997-13 at
www.irs.gov/pub/irs-irbs/irb97-13.pdf.
● Enter the organization officer’s PIN on
the input screen only if the organization
officer has authorized you to do so.
● Provide the officer with a copy of the
signed Form 8879-EO upon request.
● Provide the officer with a corrected
copy of the Form 8879-EO if changes
are made to the return (for example,
based on the officer’s review).
● See Pub. 4163, Modernized e-File
(MeF) Information for Authorized IRS
e-file Providers for Business Returns.

2

Paperwork Reduction Act Notice. We
ask for the information on this form to
carry out the Internal Revenue laws of
the United States. You are required to
give us the information. We need it to
ensure that you are complying with
these laws and to allow us to figure and
collect the right amount of tax.
You are not required to provide the
information requested on a form that is
subject to the Paperwork Reduction Act
unless the form displays a valid OMB
control number. Books or records
relating to a form or its instructions must
be retained as long as their contents
may become material in the
administration of any Internal Revenue
law. The rules governing the
confidentiality of the Form 990, Form
990-EZ and Form 990-PF, are covered
in Code section 6104. All other tax
returns (Form 1120-POL) and return
information are generally confidential, as
required by Internal Revenue Code
section 6103.
The time needed to complete and file
this form will vary depending on
individual circumstances. The estimated
average time is:
Recordkeeping

3 hr., 49 min.

Learning about the law
or the form

12 min.

Preparing the form

16 min.

If you have comments concerning the
accuracy of these time estimates or
suggestions for making this form
simpler, we would be happy to hear
from you. You can write to the Internal
Revenue Service, Tax Products
Coordinating Committee,
SE:W:CAR:MP:T:T:SP, 1111 Constitution
Ave. NW, IR-6526, Washington, DC
20224. Do not send the form to this
address. Instead, keep it for your
records.