Part II: Required Criteria and Qualifications
Please see the attached membership criteria document to determine the
appropriate categorization which best aligns with your agency or organization
and submit a short (one to two page) statement (Statement of Interest)
describing your agency’s or organization’s role, mission and functional
responsibilities within the tax ecosystem. Also indicate your expectation of the
Security Summit including your anticipated contribution and benefits expected.
This application is to be signed by the Head of Agency/Senior Executive of the
respective Agency/Organization.
Please select the membership
category you are applying for:
State/City
Software Developer/Electronic
Return Originator (ERO)
Financial Services
Payroll Reporting Agents
Endorsing Organization
Other
Part III: Applicant Signature
I certify that to the best of my knowledge and belief, all of my statements are true, correct, complete
and made in good faith. I have read, understand and attest that my agency/organization meets the
criteria required for Security Summit membership. I agree to immediately notify the designated IRS
Official when adding or removing representatives from our organization/agency participating in
Security Summit activities.
Print Name Title
Signature Date