Common use of Volunteer Protection Clause in Contracts

Volunteer Protection. The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 1084, Site Coordinator Handbook. Privacy Act Notice – The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Certification and have read, understand, and will comply with the volunteer standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please print) Volunteer position(s) Home address (street, city, state and ZIP code) Email address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Date Volunteer Certification Levels (Add the letter "P" for all passing test scores) Standards of Conduct (Required for ALL) Intake/Interview & Quality Review Basic Advanced Federal Tax Law Update Test for Circular 230 Professionals* Military International HSA Puerto Rico Foreign Students 1 2 *Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSA, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. Note: Advanced Certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Professional designation(Attorney, CPA, or Enrolled Agent) Licensing jurisdiction (state) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) and photo identification for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official's (printed) name and title(site coordinator, sponsoring partner, instructor, etc.) Approving Official’s signature and date For Continuing Education (CE) Credits ONLY (to be completed by the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, partner designated official, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Name as listed on PTIN card Volunteer Preparer's Tax Identification Number (PTIN) P - CTEC ID number (if applicable) A - Address (VITA/TCE Site or teaching location) Site Identification Number (SIDN) S - Professional Status (check only one box) Enrolled Agent (EA) Certified Public Accountant (CPA) Non-credentialed Tax Return Preparer Attorney Certified Financial Planner (CFP) (Participating in the Annual Filing SeasonProgram) Certification Level (Check only one box below) Volunteer Hours (Minimum of 10 volunteer hours required to issue CE Credits) Advanced OR Advanced and One or More Specialty Courses Total hours volunteered (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor)

Volunteer Protection. The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 1084, Site Coordinator Handbook. Privacy Act Notice – The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Certification certification and have read, understand, and will comply with the volunteer standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please print) Volunteer position(s) IRS Employee Home address (street, city, state and ZIP code) Email address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Date Volunteer Certification Levels (Add the letter "P" for all passing test scores) Standards of Conduct (Required for ALL) Intake/Interview & Quality Review Site Coordinator Training Basic Advanced Federal Tax Law Update Test for Circular 230 Professionals* Military International HSA Puerto Rico Foreign Students 1 2 *Federal Tax Law Update Test for Circular 230 Professionals Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSA, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. Note: Advanced Certification certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Professional designation(Attorney, CPA, or Enrolled Agent) Licensing jurisdiction (state) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) and photo identification for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official's (printed) name and title(site coordinator, sponsoring partner, instructor, etc.) Approving Official’s signature and date For Continuing Education (CE) Credits ONLY (to be completed by the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, partner designated officialsponsoring partner, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Name as listed on PTIN card Volunteer Preparer's Tax Identification Number (PTIN) P - CTEC ID number (if applicable) A - Address (VITA/TCE Site or teaching location) Site Identification Number (SIDN) S - Professional Status (check only one box) Enrolled Agent (EA) Certified Public Accountant (CPA) Non-credentialed Tax Return Preparer (Participating in the Annual Filing Season Attorney Certified Financial Planner (CFP) (Participating in the Annual Filing SeasonProgramProgram) Certification Level (Check only one box below) Volunteer Hours (Minimum of 10 volunteer hours required to issue CE Credits) Advanced OR Advanced and One or More Specialty Courses Total hours volunteered (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor)

Volunteer Protection. The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 10844961, Site Coordinator HandbookVolunteer Standards of Conduct - Ethics Training. Privacy Act Notice – The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Certification certification and have read, understand, and will comply with the volunteer standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please print) Volunteer position(s) IRS Employee Home address (street, city, state and ZIP code) Email address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Date Volunteer Certification Levels (Add the letter "P" for all passing test scores) Standards of Conduct (Required for ALL) Intake/Interview & Quality Review Site Coordinator Basic Advanced *Qualified Experienced Volunteer Military International Puerto Rico Foreign Students 1 2 Federal Tax Law Update Test for Circular 230 Professionals* Military International HSA Puerto Rico Foreign Students 1 2 *Professionals Only Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSAQualified Experienced Volunteer Test, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. *Note: Advanced Certification certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not nor the Qualified Experienced Volunteer Test qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Professional designation(Attorney, CPA, or Enrolled Agent) Licensing jurisdiction (state) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) and government issued photo identification ID for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official's (printed) name and title(site title (site coordinator, sponsoring partner, instructor, etc.) Approving Official’s signature and date Parent/Guardian: By signing this form, I declare that I give permission for my child to volunteer in the VITA/TCE Programs. Parent/Guardian name (printed) Parent/Guardian signature and date For Continuing Education (CE) Credits ONLY (to be completed by the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, partner designated officialsponsoring partner, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Name as listed on PTIN card Address (VITA/TCE Site or teaching location) Professional Status (check only one box) Volunteer Preparer's Tax Identification Number (PTIN) P - Site Identification Number (SIDN) S - CTEC ID number (if applicable) A - Address (VITA/TCE Site or teaching location) Site Identification Number (SIDN) S - Professional Status (check only one box) Enrolled Agent (EA) Attorney Certification Level Certified Public Accountant (CPA) Certified Financial Planner (CFP) Non-credentialed Tax Return Preparer Attorney Certified Financial Planner (CFP) (Participating in the Annual Filing SeasonProgram) Certification Level (Check only one box below) Volunteer Hours (Minimum of 10 volunteer hours required to issue CE Credits) Advanced OR Advanced and One or More Specialty Courses Total hours volunteered (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructorSeason Program)

Volunteer Protection. The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 10844961, Site Coordinator HandbookVolunteer Standards of Conduct - Ethics Training. Privacy Act Notice – The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. IRC 7216(a) - Imposes criminal penalties on tax return preparers who knowingly or recklessly make unauthorized disclosures or uses of information furnished in connection with the preparation of an income tax return. A violation of IRC 7216 is a misdemeanor, with a maximum penalty of up to one year imprisonment or a fine of not more than $1,000, or both, together with the cost of prosecution. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Certification certification and have read, understand, and will comply with the volunteer standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please print) Volunteer position(s) IRS Employee Home address (street, city, state and ZIP code) Email address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Signature (electronic) OR Signature (type/print) Date Volunteer Certification Levels (Add the letter "P" for all passing test scores) Standards of Conduct (Required for ALL) Intake/Interview & Quality Review Site Coordinator Test Basic Advanced Federal Tax Law Update Test for Circular 230 Professionals* Military International HSA Puerto Rico Foreign Students 1 2 *Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSA, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. Note: Advanced Certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Professional designation(Attorney, CPA, or Enrolled Agent) Licensing jurisdiction (state) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) and photo identification for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official's (printed) name and title(site coordinator, sponsoring partner, instructor, etc.) Approving Official’s signature and date For Continuing Education (CE) Credits ONLY (to be completed by the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, partner designated official, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Name as listed on PTIN card Volunteer Preparer's Tax Identification Number (PTIN) P - CTEC ID number (if applicable) A - Address (VITA/TCE Site or teaching location) Site Identification Number (SIDN) S - Professional Status (check only one box) Enrolled Agent (EA) Certified Public Accountant (CPA) Non-credentialed Tax Return Preparer Attorney Certified Financial Planner (CFP) (Participating in the Annual Filing SeasonProgram) Certification Level (Check only one box below) Volunteer Hours (Minimum of 10 volunteer hours required to issue CE Credits) Advanced OR Advanced and One or More Specialty Courses Total hours volunteered (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor)Students

Volunteer Protection. The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 10844961, Site Coordinator HandbookVolunteer Standards of Conduct - Ethics Training. Privacy Act Notice – The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. IRC 7216(a) - Imposes criminal penalties on tax return preparers who knowingly or recklessly make unauthorized disclosures or uses of information furnished in connection with the preparation of an income tax return. A violation of IRC 7216 is a misdemeanor, with a maximum penalty of up to one year imprisonment or a fine of not more than $1,000, or both, together with the cost of prosecution. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Certification certification and have read, understand, and will comply with the volunteer standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please print) Volunteer position(s) IRS Employee Home address (street, city, state and ZIP code) Email address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Date Volunteer Certification Levels (Add the letter "P" for all passing test scores) Standards of Conduct (Required for ALL) Intake/Interview & Quality Review Site Coordinator Test Basic Advanced Federal Tax Law Update Test for Circular 230 Professionals* Military International HSA Puerto Rico Foreign Students 1 2 *Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSA, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. Note: Advanced Certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Professional designation(Attorney, CPA, or Enrolled Agent) Licensing jurisdiction (state) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) and photo identification for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official's (printed) name and title(site coordinator, sponsoring partner, instructor, etc.) Approving Official’s signature and date For Continuing Education (CE) Credits ONLY (to be completed by the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, partner designated official, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Name as listed on PTIN card Volunteer Preparer's Tax Identification Number (PTIN) P - CTEC ID number (if applicable) A - Address (VITA/TCE Site or teaching location) Site Identification Number (SIDN) S - Professional Status (check only one box) Enrolled Agent (EA) Certified Public Accountant (CPA) Non-credentialed Tax Return Preparer Attorney Certified Financial Planner (CFP) (Participating in the Annual Filing SeasonProgram) Certification Level (Check only one box below) Volunteer Hours (Minimum of 10 volunteer hours required to issue CE Credits) Advanced OR Advanced and One or More Specialty Courses Total hours volunteered (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor)Students

Volunteer Protection. The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to blatant disregard of the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 10844961, Site Coordinator HandbookVITA/TCE Volunteer Standards of Conduct - Ethics Training. Privacy Act Notice – The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, it and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative in regards to your interest and/or and/ or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. IRC 7216(a) - Imposes criminal penalties on tax return preparers who knowingly or recklessly make unauthorized disclosures or uses of information furnished in connection with the preparation of an income tax return. A violation of IRC 7216(a) is a misdemeanor, with a maximum penalty of up to one year imprisonment or a fine of not more than $1,000, or both, together with the cost of prosecution. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Certification certification and have read, understand, and will comply with the volunteer standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please print) Volunteer position(s) IRS Employee Home address (street, city, state and ZIP code) Email address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Signature (electronic) OR Signature (type/print) Date Volunteer Certification Levels (Add the letter "P" for all passing test scores) Volunteer Standards of Conduct (Required for ALL) Intake/Interview & Quality Review Site Coordinator Basic Advanced Federal Tax Law Update Test for Circular 230 Professionals* Military International HSA Puerto Rico Foreign Students 1 2 *Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSA, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. Note: Advanced Certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Professional designation(Attorney, CPA, or Enrolled Agent) Licensing jurisdiction (state) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) and photo identification for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official's (printed) name and title(site coordinator, sponsoring partner, instructor, etc.) Approving Official’s signature and date For Continuing Education (CE) Credits ONLY (to be completed by the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, partner designated official, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Name as listed on PTIN card Volunteer Preparer's Tax Identification Number (PTIN) P - CTEC ID number (if applicable) A - Address (VITA/TCE Site or teaching location) Site Identification Number (SIDN) S - Professional Status (check only one box) Enrolled Agent (EA) Certified Public Accountant (CPA) Non-credentialed Tax Return Preparer Attorney Certified Financial Planner (CFP) (Participating in the Annual Filing SeasonProgram) Certification Level (Check only one box below) Volunteer Hours (Minimum of 10 volunteer hours required to issue CE Credits) Advanced OR Advanced and One or More Specialty Courses Total hours volunteered (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor)Students

Volunteer Protection. The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 10844299, Site Coordinator HandbookPrivacy, Confidentiality, & the Volunteer Standards of Conduct -- A Public Trust. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Training and have read, understood, and will comply with the volunteer standards of conduct. I also provide consent to the sponsoring partner organization to perform a background check if and as it may choose. Print full name Volunteer position(s) Home street address: city, state and ZIP code E-mail address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Date Privacy Act Notice – Notice–The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Certification and have read, understand, and will comply with the volunteer standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please printPartner Use Only) Volunteer position(s) Home address (street, city, state and ZIP code) Email address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Date Volunteer Certification Levels (Add the letter "P" for all passing test scores) Standards of Conduct (Required for ALL) Intake/Interview & Quality Review Basic Advanced Federal Tax Law Update Test for Circular 230 Professionals* Military International HSA Puerto Rico Foreign Students 1 2 *Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSA, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. Note: Advanced Certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Professional designation(Attorney, CPA, or Enrolled Agent) Licensing jurisdiction (state) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) certifications and photo proper identification for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official's Volunteer Certification Levels Standards of Conduct (printedRequired for ALL) name and title(site coordinator, sponsoring partner, instructor, etc.) Approving Official’s signature and date For Continuing Education (CE) Credits ONLY (to be completed by Basic Intermediate Advanced Military Inter- national COD HSA Foreign Students Certification Test Add the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN letter “P” for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, partner designated official, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Name as listed on PTIN card Volunteer Preparer's Tax Identification Number (PTIN) P - CTEC ID number (if applicable) A - Address (VITA/TCE Site or teaching location) Site Identification Number (SIDN) S - Professional Status (check only one box) Enrolled Agent (EA) Certified Public Accountant (CPA) Non-credentialed Tax Return Preparer Attorney Certified Financial Planner (CFP) (Participating in the Annual Filing SeasonProgram) Certification Level (Check only one box below) Volunteer Hours (Minimum of 10 volunteer hours required to issue CE Credits) Advanced OR Advanced and One or More Specialty Courses Total hours volunteered (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor)all passing test scores

Volunteer Protection. The Volunteer Protection Act generally protects unpaid volunteers from liability for acts or omissions that occur while acting within the scope of their responsibilities at the time of the act or omission. It provides no protection for harm caused by willful or criminal misconduct, gross negligence, reckless misconduct, or a conscious, flagrant indifference to the rights or safety of the individual harmed by the volunteer. For additional information on the volunteer standards of conduct, please refer to Publication 10844961, Site Coordinator HandbookVolunteer Standards of Conduct - Ethics Training. Privacy Act Notice – The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs. Please note: Sponsoring organizations may perform background checks on their volunteers. IRC 7216(a) - Imposes criminal penalties on tax return preparers who knowingly or recklessly make unauthorized disclosures or uses of information furnished in connection with the preparation of an income tax return. A violation of IRC 7216 is a misdemeanor, with a maximum penalty of up to one year imprisonment or a fine of not more than $1,000, or both, together with the cost of prosecution. Volunteer: By signing this form, I declare that I have completed Volunteer Standards of Conduct Certification certification and have read, understand, and will comply with the volunteer standards of conduct. I also certify that I am a U.S. citizen, a legal resident, or otherwise reside in the U.S. legally. Full name (please print) Volunteer position(s) IRS Employee Home address (street, city, state and ZIP code) Email address Daytime telephone Sponsoring partner name/site name Number of years volunteered (including this year) Volunteer signature Signature (electronic) OR Signature (type/print) Date Site Coordinator Training completed in Link & Learn Taxes. (Note: There are other options acceptable for Site Coordinator Training) Volunteer Certification Levels (Add the letter "P" for all passing test scores) Standards of Conduct (Required for ALL) Intake/Interview & Quality Review Site Coordinator Test Basic Advanced Federal Tax Law Update Test for Circular 230 Professionals* Military International HSA Puerto Rico Foreign Students 1 2 *Federal Tax Law Update Test for Circular 230 Professionals: Only volunteers in good standing as an attorney, CPA, or Enrolled Agent can take this certification. To qualify for this certification, the license information below must be completed by the volunteer and verified by the partner or site coordinator. Volunteers with this certification level can prepare any tax returns that fall within the scope of the VITA/TCE Programs. (Advanced, HSA, Military, etc.) A Scope of Service Chart is located in Publication 4012, VITA/TCE Volunteer Resource Guide. See Publication 1084, Site Coordinator Handbook, for additional requirements and instructions. Note: Advanced Certification is necessary for qualification for CE Credits, the Federal Tax Law Update Test does not qualify the volunteer to receive CE Credits. See Publication 4396-A, Partner Resource Guide, for more information about requirements for CE Credits. Professional designation(Attorney, CPA, or Enrolled Agent) Licensing jurisdiction (state) Bar, license, registration, or enrollment number Effective or issue date Expiration date (if provided) Note: SPEC established the minimum certification requirements for volunteers who are authorized under Circular 230; however, partners may establish additional certification requirements for their volunteers. Volunteers should check with the sponsoring SPEC Partner. Site Coordinator, Sponsoring Partner, Instructor or IRS: By signing this form, I declare that I have verified the required certification level(s) and photo identification for this volunteer prior to allowing the volunteer to work at the VITA/TCE site. Approving Official's (printed) name and title(site coordinator, sponsoring partner, instructor, etc.) Approving Official’s signature and date For Continuing Education (CE) Credits ONLY (to be completed by the site coordinator or partner) Instructions: Complete this section when an unpaid certified volunteer is requesting Continuing Education (CE) credits. CE credits will not be issued without a PTIN for Enrolled Agents or Non-credentialed preparers. CPAs, attorneys, or CFPs do not require a PTIN; however, they must check with their governing board requirements for obtaining CE Credits. The site coordinator, partner designated official, or instructor must sign and date this form and send the completed form to the SPEC Territory Office/Relationship Manager for further processing. Refer to the Fact Sheet - Continuing Education Credits on the Site Coordinator Corner or Publication 4396-A, Partner Resource Guide, for additional requirements and instructions. Name as listed on PTIN card Volunteer Preparer's Tax Identification Number (PTIN) P - CTEC ID number (if applicable) A - Address (VITA/TCE Site or teaching location) Site Identification Number (SIDN) S - Professional Status (check only one box) Enrolled Agent (EA) Certified Public Accountant (CPA) Non-credentialed Tax Return Preparer Attorney Certified Financial Planner (CFP) (Participating in the Annual Filing SeasonProgram) Certification Level (Check only one box below) Volunteer Hours (Minimum of 10 volunteer hours required to issue CE Credits) Advanced OR Advanced and One or More Specialty Courses Total hours volunteered (qualifies for 14 CE credits) OR Total hours volunteered (qualifies for 18 CE credits) Site Coordinator, Sponsoring Partner, or Instructor: By signing this form, I declare that I have validated that the reported volunteer hours are based on the activities this volunteer performed in my site or training facility. Approving Official's (printed) name and title (site coordinator, sponsoring partner, instructor)Students