United Way Agency Application

REQUIRED ATTACHMENTS TO THE APPLICATION

  • 2017 United Way Agency Applicationclick here to download the 2017 United Way Agency Application fillable PDF
  • Attachment A – Documentation of local presence – click here to download the Attachment A fillable PDF
  • Attachment B – IRS 501C3 determination letter
  • Attachment C – Audited Financial Statements (if total revenues are $250,000 or greater) – Agencies that have a total operating budget less than $250,000 may submit to a financial review rather than an audit.
  • Attachment D – Local Budget (must represent Okaloosa and Walton Counties)
  • Attachment E – IRS Form 990 (990 EZs are not acceptable) – If you are a member of a national organization and your 990 does not represent local numbers, please submit a copy of your most recent Board Approved Year-End-Financial Statements.

This online application can be saved and submitted later. Activate the feature by scrolling to the bottom of the form. If you use this feature, you’ll receive an email link to return to your copy of the saved form. If you lose your link, you’ll have to start over.

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