What documents do I file with the Board of Equalization to request an Organizational Clearance Certificate?
Organizations currently eligible for the welfare exemption (eligible prior to January 1, 2004) will automatically receive an Organizational Clearance Certificate from the Board in December 2003. Organizations that intend to claim the welfare exemption and are not currently eligible for these exemptions in any county in the state (i.e., new to state) must file a claim form requesting the certificate (BOE-277, Claim for Organizational Clearance Certificate-Welfare Exemption).
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