MFS CASH Oregon TY2024 Volunteer Agreement Submission Form
For assistance completing this form, please email volunteercertifications@mfs-cashoregon.org. NOTE: If you are planning to volunteer as a Tax Preparer, Quality Reviewer, or Site Coordinator, please wait to complete this form and submit your volunteer agreement until you have completed all three exams (Volunteer Standards of Conduct, Intake/Interview and Quality Review, AND Advanced exams).
Full Name as it appears on your Photo ID (excluding middle name)
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First Name
Last Name
Preferred Name (Optional)
Email
*
example@example.com
Are you an IRS Employee?
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Yes
No
How many years have you been volunteering, including this upcoming year? New Volunteers: Enter 1
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At which site do you plan to volunteer? If you volunteer at multiple sites, select the site where you most commonly serve.
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Please Select
MFS CASH Beaverton
MFS CASH Plaza
MFS CASH Virtual
MFS CASH Dishman Community Center
MFS CASH Friendly House
MFS CASH Goodwill Industries Eugene
MFS CASH Center for Positive Aging
MFS CASH Impuestos Comunitarios
MFS CASH Trailhead Credit Union
MFS CASH Mt Scott Community Center
MFS CASH Bethel Lutheran
MFS CASH New Columbia Opport Center
MFS CASH Sellwood Community Center
MFS CASH Impact NW
MFS CASH Multicultural Senior Center
MFS CASH Unitus Community Credit Union
MFS CASH Masjid Ar-Rawdah
MFS CASH Mobile Site
MFS CASH Mt Hood Maywood
CASH Oregon welcomes all volunteers regardless of legal status within the country. In order to send the correct background check form it is important for us to know if you have a valid social security number.
Yes, I can provide my SSN upon request.
No, I am unable provide my SSN upon request.
I'd like to ask more questions about this during my ID verification appointment
What is your volunteer position? If you serve multiple roles, select the role in which you most commonly serve.
*
Please Select
Tax Preparer
Quality Reviewer
Coordinator
Interpreter
Greeter/Client Facilitator
Other
Which certification exams have you passed?
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Volunteer Standards of Conduct
Intake/Interview Quality Review Training
Site Coordinator
Basic
Advanced
C230
Military
Foreign Student
International
Ready to upload? How about a quick Quality Review?
Please check to make sure that your Volunteer Agreement has all of the correct information based on these due diligence questions. If the information does not match, please return to Link & Learn and fix the information in your profile, then regenerate your Volunteer Agreement.
Does the name listed on our volunteer agreement match the name listed on your current ID?
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Yes
No
Does the sponsoring partner name/site field on your volunteer agreement specify both "MFS CASH Oregon" and your Tax Site name? (E.G. MFS CASH Oregon - Virtual)
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Yes
No
Are you a CPA attorney, CFP, enrolled agent or other licensed tax preparer who is interested in applying for Continuing Education Credits?
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Yes
No
Unsure
Please return to
Link and Learn
and correct your Volunteer Agreement
{Hidden} Background check
For Continuing Education (CE) Credits ONLY
Which of the following Professional Statues apply to you?
Enrolled Agent (EA)
Attorney
California Tax Education Council (CTEC)
Registered Tax Return Preparer (CRTP)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Non-credentialed tax return preparers participating in the IRS Annual Filing Season Program (AFSP)
Is your PTIN number listed correctly on your Volunteer Agreement?
Yes
No
If not, please write your PTIN below
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