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Common Reasons Documents are Returned

Our goal is to process your documents as quickly and efficiently as possible. There may be reasons why documents are returned for clarification or missing information. Here is some information to help you avoid the delay and extra expense of returned documents.

  • Missing or insufficient filing or late fee
  • IRS Letter of Determination is not included 
  • Incomplete line items on application
  • Financial information omitted or incomplete
  • Application was not signed or dated
  • Proof of Commercial Fundraiser’s $25 000 Surety Bond was not included
  • Charitable Trust Renewal did not include a copy of the IRS Form 990, 990EZ, 990PF
  • IRS Form 990, 990EZ, 990PF did not include the Charitable Trust Registration/Renewal Form