Student Organization Banking Samples
Off Campus Banking Documentation
Every student organization that chooses Off Campus Banking must provide the following:
- A letter from their national organization corroborating their status as a subordinate of the national organization.
- Proof of annual tax filing.
Sample letters from National Organization
Example 1: Group tax filing with National Organization
National Organization Letterhead
Address
Website
[Date]
Associated Students of San Diego State University
Attn: Student Organization Accounts Specialist
5500 Campanile Dr. suite 320
San Diego, CA 92182
To whom it may concern,
This letter serves to confirm that [Chapter Name here] Chapter at San Diego State University is an active subordinate of [National Organization’s Name here] and is included in a group tax filing. [National Organization’s Name here] is a 501 (c) ( ) organization and is exempt from federal income tax.
The tax ID number for [National Organization’s Name here] is:
The tax ID number for [Chapter Name here] is:
Signature of Contact Person
[Contact Person’s Name & Title]
[Contact Phone number]
[Contact Email]
Example 2: Filing taxes separate from National Organization
National Organization Letterhead
Address
Website
[Date]
Associated Students of San Diego State University
Attn: Student Organization Accounts Specialist
5500 Campanile Dr. suite 320
San Diego, CA 92182
To whom it may concern,
This letter serves to confirm that [Chapter Name here] Chapter at San Diego State University is an active subordinate of [National Organization’s Name here] and files annual taxes separate from the national organization. [National Organization’s Name here] is a 501 (c) ( ) organization and is exempt from federal income tax.
The tax ID number for [National Organization’s Name here] is:
The tax ID number for [Chapter Name here] is:
Signature of Contact Person
[Contact Person’s Name & Title]
[Contact Phone number]
[Contact Email]
Proof of Tax Filing Requirements
Every student organization that selects Off-Campus Banking must provide Proof of most recent federal tax filing. Only one option needs to be provided.
- If the National Organization files a group tax return for the local Chapter: Provide a copy of the National Organization’s IRS form 990 for the previous tax year.
- If the local Chapter files taxes separate from the National Organization: Provide a copy of the Chapter’s IRS form 990-EZ or 990N (e Postcard) for the previous tax year.
For assistance: email: as.RSObanking@sdsu.edu.
