AARP Tax-Aide forms for necessary administrative functions including ordering from Fulfillment, expense reimbursement, site or personnel changes, and more.
"NOTE: With some forms, you may experience printing problems based on your individual print drivers. It is not a question of how old the driver is, but more about the specifics of how it was installed and configured. Even the same print driver for the same printer, installed on 2 different computers, can have an impact on how documents print out. If a document is fairly "simple" the differences will not be noticed, but when the document is very complicated and packed with stuff (such as the Interview and Intake Sheet), then the differences become more obvious. That is why PDF versions may be better for detailed forms."
AARP Foundation 501(c)(3) Letter (11/08) ![]()
There are times, such as when requesting charitable donations, that the donor may ask for a copy of the AARP Foundation (Tax-Aide) 501 (c) (3) Authorization Letter. The attached IRS letter is provided for that purpose.
AARP Tax-Aide Property Loan Agreement (2/06)
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This property loan agreement can be modified and used in your state.
Expense Statement (9/08)
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Leader (1/09) ![]()
Non-Leader (1/09) ![]()
Please use the latest version of the electronic expense statement. Older versions are obsolete and should not be used.
Personnel Form (8/09)
Completed form should be submitted to your state's administration specialist (ADS). Do not submit form directly to national office.
Site Form (8/09)- online version
Completed form should be submitted to your state's administration specialist (ADS). Do not submit form directly to national office.
Site Sign-in Sheet (9/08)
See Activity Reporting in the Manuals Policy & Procedures for more information and examples.
Tax Exempt certificates (8/08)