Form 8498 - Continuing Education Provider Application And Request For Provider Number Page 2

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Continuing Education Provider Application and Request for Provider Number
(1) I (We) hereby certify that I (We) plan to offer continuing education programs compliant with the continuing education regulations for
other tax return preparers, enrolled agents, enrolled retirement plan agents (31 CFR, Part 10 reprinted as Treasury Department
Circular No. 230).
(2) I (We) agree to comply with the requirements of Circular 230 relative to each continuing education program offered, including but
not limited to the following:
a. Program(s) will be designed to enhance professional knowledge in Federal taxation, Federal tax related matters, including
ethics, consistent with the Internal Revenue Code and principles of effective tax administration.
b. Program(s) will be developed by individual(s) qualified in the subject matter.
c. Program(s) will utilize material specifically developed for instructional use. General professional literature and IRS publications
will be used only to supplement specific program materials.
d. Program(s) will comply with topic requirements for relevant audience (e.g., continuing education programs for enrolled
retirement plan agents must be designed to enhance professional knowledge in qualified retirement plan matters).
e. Content of program(s) will be accurate and current. I (We) will review and update program(s), at least annually, to ensure
accuracy and consistency with current accepted standards relating to program(s)' subject matter.
f. Instructor(s), discussion leader(s), and/or speaker(s) will be qualified with respect to program content and will possess
demonstrable teaching and communication skills.
g. Program(s) must include some means for participants to evaluate the technical content and presentation of the program
material.
h. Program(s) will be measured in contact hours (50 minutes constituting one contact hour), with credit granted only for a full
contact hour.
i. Certificates of completion bearing a qualified continuing education program number issued by the IRS will be issued to each
individual who successfully completes the program(s).
j. Records will be maintained to verify participants who attended and completed each program for a period of four years following
completion of the program. (For continuous conferences, conventions, and the like, records will be maintained to verify completion
of the program and attendance by each participant at each segment of the program.)
(3) I (We) agree to submit CE program participation data by PTIN holder to the IRS using the format, timing and instructions prescribed
by the Return Preparer Office.
(4) I (We) understand and agree that the above program(s) and related records will be subject to review by the Return Preparer Office
and that additional documentation may be requested at the discretion of the IRS.
(5) I (We) agree to renew our status as an IRS-approved continuing education provider on an annual basis for each year that we intend
to offer IRS continuing education programs, using forms and guidance prescribed by the IRS.
(6) I (We) understand and agree that if we fail to comply with this agreement or fail to meet acceptable standards in our programs, the
IRS may revoke my (our) status as a provider of IRS approved continuing education. Notice of such revocation may be given by
the Director of the Return Preparer Office to all individuals who practice before the Internal Revenue Service and are required to
complete IRS approved continuing education.
Under penalty of perjury, I declare that I have examined this application and read all accompanying information, and to the best of my
knowledge and belief, the information provided is true, correct and complete. I understand any false or misleading information may
result in criminal penalties and/or the denial or revocation of my (our) status as a provider of IRS approved continuing education.
Signature
Date signed
Name (printed/typed)
Title
Privacy Act and Paperwork Reduction Notice
Section 330 of Title 31, United States Code, and 31 CFR part 10 authorize the IRS to collect this information. We use it to administer the registered tax
return preparer, enrolled agent, and enrolled retirement plan agent program. This information may be disclosed to: public authorities for use in law
enforcement, and in connection with employment, contracting, licensing, and other benefits; courts and other adjudicative bodies and the Department of
Justice for litigation purposes; contractors to perform the contract; and to the public to assist them in identifying continuing education programs.
Submitting an agreement is voluntary; however, you must provide the requested information to obtain the benefit of approval of the agreement. Failure to
provide the requested information could delay or prevent processing the form.
You are not required to provide the information requested on a form subject to the Paperwork Reduction Act unless the form displays a valid OMB
control number. Books or records relating to this form or its instructions must be retained as long as prescribed in 31 CFR part 10. The time required to
complete this form is estimated to be 36 minutes, including time for reviewing the instructions, searching existing data sources, gathering and
maintaining the data needed, and completing and reviewing the form. Send comments regarding this estimate or any other aspect of the form, including
suggestions for reducing the burden to: IRS/Return Preparer Office, SE:RPO; 1111 Constitution Avenue, NW; Washington, DC 20224.
IRS USE ONLY
Approved
Disapproved
Name
Date signed
Name
Date signed
8498
Catalog Number 63274Y
Form
(Rev. 9-2016)

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