Exception To Policy Form printable pdf download

EXCEPTION TO POLICY

INSTRUCTIONS

The following instructions are intended for candidates who have registered to take the Uniform CPA

Examination and are requesting a partial refund of examination fees paid or an extension of their valid Notice

to Schedule (NTS) due to documented hardship.

NOTE: If you are scheduled to take the examination, you are required to cancel the scheduled

appointment and pay all appropriate fees prior to submission of this form.

If you have missed your scheduled appointment due to a documented hardship, and you are

considered a “no show”, additional fees will be required to be paid by the candidate. Do not submit

this form. Contact our office at 800-CPA-EXAM.

NASBA POLICY

There is no provision for withdrawing from the examination and/or requesting an extension of your current

Notices to Schedule (NTS). Application and/or examination fees are NOT refundable. If your NTS expires

prior to your taking the examination section, or you fail to attend your scheduled testing appointment, you will

not be able to reschedule or receive a refund on any of the fees you have paid and you will have to reapply for

the examination and pay the appropriate application/registration and examination fees.

EXCEPTION TO NASBA POLICY

Candidates with extreme circumstances may request an NTS extension or a refund of examination fees only,

under the following circumstances;



VISA rejections - Copy of the official rejection letter must be submitted with this Form.



Military Deployment - Copy of the official military orders must be submitted with this Form.



Medical emergency –Copy of the doctor statement listing, date(s) of care and restriction(s) must be

submitted with this Form. (candidate or candidate’s immediate family)



Death - Copy of the death certificate or obituary (name shown) must be submitted with this Form.

The Exception to Policy Form and supporting documentation must be received no later than thirty (30) days

from the date of the extreme circumstance.

EXCEPTION TO POLICY RULES AND PROCESS

The Exception to Policy rules are as follows:



Refunds - Candidate will receive a partial refund of examination fees paid only.



NTS Extension - Candidate will receive an extended timeframe only up to the end of the next testing

window.



A candidate can request one (1) NTS Extension OR a partial refund for a Notice to Schedule using the

same hardship.



A candidate cannot have multiple Exception to Policy requests for any one Notice to Schedule,

regardless of sections.

Allow seven (7) business days from submission of the Exception to Policy Form and supporting documentation

for processing. Upon review, the candidate will be notified via email, of Refund Request Committee decision

regarding their request.

CONTACT INFORMATION

Candidates can submit the Exception to Policy Form with supporting documentation via mail, email, or fax.

Mailing Address: CPA Examination Services, Exception to Policy Committee, 150 Fourth Avenue North, Suite

700, Nashville, TN 37219

Phone: Toll-free: 1-800-CPA-EXAM; 615-880-4250; Hours: Monday - Friday, 8:00 - 4:30pm, Central

Fax: (615)312-3792

Web:

Email:

Exception To Policy Form

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