Forms & Instructions
Forms & Instructions
- New Charter Application Kit (PDF format))
- Member Roster Form (PDF Format)
- Re-Charter Application Kit (PDF format)
- EIN Application (PDF format)
- Important Reminder: IRS-New Annual Electronic Filing Requirement for Small Tax-Exempt Organizations - e-Postcard (Form 990-N) beginning in 2008 - The IRS will revoke Tax-Exempt status of any organization that fails to meet its annual filing requirement for 3 consecutive years.
New Charter Application Instructions
Application for Charter/Contact Information Form: Complete the required information with the name of the person who will be the point of contact. This person is usually the acting council president. The "organizing officer" is usually the local LULAC district director, state director or any current member (in good standing) who assisted and facilitated in the formation of the council.
Contact Information Release Form: This form is a contact information release waiver authorizing the LULAC National Office to post contact information on the LULAC website.
New Member Application: Each new member is required to complete a 2009 new member application. Two members of a neighboring council, in good standing, may sign to attest to the application. If a local council is not available, two members of the organizing council may sign to vouch for the person applying for membership.
Annual Council Charter Agreement: This agreement is part of the by-laws of the organization that explain the responsibilities and duties of the council, members and the national organization. Sign and date the document. Keep a copy for your records and return the original to the Membership Office.
Worksheet and Council Membership Roster: Clearly print or type the name, address city/state and zip code, telephone number with area code. Please note that 10 members are required to form and maintain a new council. Include fax numbers and email address. Please list members in alphabetical order if possible. Also, indicate the elected office of each member: Pres, VP, Sec, Treas, Parl, Chap, Sgt. At Arms. Also indicated whether Mr., Mrs., Ms., Dr., Rev. or any other relevant title.
Once the forms are completed and the dues calculated, make your checks payable to LULAC National for the total remittance due. Contact your district and state director for their schedule of dues.
Remember to always keep a copy of all paperwork and checks for your records. Should you have any questions, please feel free to call the National Membership Director (see contact information below).
Re-Charter Application Instructions
- Application for Re Charter/ Contact Information Form: Complete the required information with the name of the person who will be the main contact, this person is usually the council president or treasurer. Also, be sure to put down your council's EIN number.
- Contact Information Release Form: This form is a contact information release waiver authorizing the LULAC National Office to post contact information on the LULAC website.
- New Member Application: Each new member is required to complete an Application for New Members. Two members of a neighboring council in good standing may sign to attest to the application. If a local council is not available, two members of the organizing council may sign for the person applying for membership.
- Annual Council Charter Agreement: This agreement is part of the by-laws of the organization that explain the responsibilities and duties of the council, members and the national organization. Sign and date the document. Keep a copy for your records and return the original to the Membership Office.
- Worksheet and Council Membership Roster: Clearly print or type the name, address city/state and zip code, telephone number with area code. Please note that 10 members are required to maintain a council. Include fax numbers and email addresses. Please list members in alphabetical order if possible. Also, indicate the elected office of each member: Pres, VP, Sec, Treas, Parl, Chap, Sgt at Arms. Also indicate whether Mr. Mrs. Ms. Dr. Rev. or any other relevant title. Also, please do not forget to include your EIN number. Lack of an EIN number will cause your council to not be recognized as tax exempt from federal income tax under section 501c4 code of the Internal Revenue Service.
NOTE: Once the appropriate forms are completed and the dues calculated, make your checks payable to LULAC National for the total remittance due. National will not accept dues for district or state. Remember to always keep a copy of all paperwork and checks for your records. Should you have any questions, please feel free to contact:
Lupe Morales
Director of Membership Services
1-866-577-0726
or email GMorales@lulac.org
Mail check with completed forms to the Membership Office in El Paso, Texas.
