Registering Your Organization This handout will provide you with instructions for registering your organization with TechSoup, or, if your organization is already registered, instructions for adding yourself as an authorized agent. Before you are able to register your organization or add yourself as an authorized agent, you must first join TechSoup as an individual. For more information, please visit our Getting Started with TechSoup Webinar Series page: http://home.techsoup.org/pages/getstartedwebinars.aspx?cg=knowhow. Step 1: Gather documentation and information 1. Page 1 of your Federal IRS 501(c)(3) determination letter. State-issued documents are not accepted. Visit the following URL for a sample determination letter: www.techsoup.org/stock/download/compumentordeterminationletter.pdf. 2. EIN or FSCS ID (FSCS ID for public libraries only; go to www.imls.gov). 3. If your organization name and address do not match the name and address stated on your IRS 501(c)(3) letter, submit a letter on official letterhead explaining the discrepancy. You must include your contact information (name, phone number, email address). Visit the following URL for a sample letter: www.techsoup.org/stock/download/NCL_Example.pdf. 4. If another individual previously registered your organization, you will need the association code established by that individual. Step 2: Consider the following before going online As you create your online profile, keep the following in mind: Some product donations and keys are available for download, saving you time. You need to provide an email address to receive downloaded product donations and keys. In case you are no longer with your organization, we recommend selecting an email address that can be accessed by another individual. Create an association code that is easy to remember. The association code is used to link additional authorized agents to your organization. Document this code for future reference. Registering Your Organization Step 3: Register your organization online Step Directions 1 Go to www.techsoup.org. 2 Log in using the information used when you joined as an individual. 3 Click on Register Organization. 1. Select your Organization Status. 2. Enter your Employer Identification Number (EIN) or FSCS ID (for public libraries only). 3. Click on Find Your 4 Organization. 4. If organization is not registered, a message will appear. Within that message click on Register your Organization, then go to step 5. 5. If organization is registered, continue to step 7. Registering Your Organization Register your organization: 1. Create an Association Code. 2. Select your Organization Type and Subtype. 3. Complete your Profile Information & Annual Operating Budget. 5 4. Click on Continue. 5. Review your Organization Information. 6. Click on Submit. 7. Click on Begin Qualification. Go to step 6 Registering Your Organization Submit documents 1. Select the method you would like to use to submit your documents: Fax, Email, Mail. 2. Follow the 6 instructions provided on the screen. Add yourself as an authorized agent 1. Double-click on your organization name from the list provided at the bottom of the screen. 2. Select your role in your organization. 3. Enter your 7 organization’s Association Code. 4. Click on Submit Code.
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