Complete your HMRC exempt charity status

Terms and conditions

Please confirm you have read our terms and conditions.

For more information on how we use your data read our privacy policy.

Payment

Co-operatives UK charge £350 plus VAT for this service.

Please provide details of the finance contact for us to send an invoice to:

Primary Contact

First Name

Last Name

Email

Telephone Number

Charity Application

Registered name:

Working name/acronym:

Contact telephone number (for the Society):

Email address

Is the address different from the society’s registered address

YesNo

Correspondence address (if different from the society’s registered address):

Street address

City

Postcode:

Can you receive letters at this address?

YesNo

If no, please provide a postal address

Street address

City

Postcode

Your bank details

Please provide the society's bank details. The name of the bank account must be in the same name as the society registered name.

Full name of Society bank account

Sort code:

Account No.

Account name:

Please check to confirm that you can provide:

A welcome letter from the bank confirming the account opening ORBank statements for the society’s bank account for the previous 3 months.

If available, please upload here or alternatively email supporting documents to [email protected]

Will the society be claiming repayment of tax for:

Gift AidOther income

Activities

We need to know what the charity does, or will do, to carry out its objects as stated in the society’s rules, for the public benefit.
It could be lots of different things, or it could be something straightforward. Please provide full details of how the charity's objects are, or will be, carried out. How in your opinion do these aims meet the public benefit test?

Authorised official*

You will need to include at least one authorised official with the option below to add an additional official.

Title

First name

Last name

Position within the Society:

Date of birth:

Street name:

City

Postcode

Have you lived here for more than a year?

YesNo

Street name:

City:

Postcode

Telephone No.

NI No.

* Authorised officials are legally accountable for running your charity, eg a trustee, director or treasurer. You may appoint between 1 - 2 persons to carry out this role.

Your Other Officials

You must appoint at least 2 persons to carry out this role.

OTHER OFFICIAL 1

Title

First name

Last name

Position within the Society:

Date of birth:

Street name

City:

Postcode

Have you lived here for more than a year?

YesNo

Street name:

City

Postcode

Telephone No.

NI No.

OTHER OFFICIAL 2

Title

First name

Last name

Position within the Society:

Date of birth:

Street name

City:

Postcode

Have you lived here for more than a year?

YesNo

Street name:

City

Postcode

Telephone No.

NI No.

Would you like to add another Official?

YesNo

OTHER OFFICIAL 3

Title

First name

Last name

Position within the Society:

Date of birth:

Street name

City:

Postcode

Have you lived here for more than a year?

YesNo

Street name:

City

Postcode

Telephone No.

NI No.

** ‘Other officials’ within your charity to manage its tax, eg claim Gift Aid and file a tax return.

Responsive menu mobile icon

Complete your HMRC exempt charity status

Please note, this short form does not have a save and resume function.

Payment

Sign up to our newsletter