Form 8498 - Continuing Education Provider Application And Request For Provider Number Page 3

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Instructions for Form 8498, Continuing Education Provider Application and Request for Provider Number
General Instructions
The Return Preparer Office is responsible for registering, renewing, and overseeing continuing education providers who offer continuing
educational programs to enrolled agents, enrolled retirement plan agents, and other tax return preparers.
The IRS uses a vendor to process all requests to register, renew or add new programs as an IRS approved continuing education
provider. The registration and renewal fee is the same: $565.00 per year. Check should be made payable to “IRS CE Application Fee”.
This fee is non-refundable.
Purpose of Form
Use Form 8498 to: 1) register as a new provider of continuing educational programs being offered to IRS enrolled agents, enrolled
retirement plan agents, and other tax return preparers; 2) annually renew your status as an IRS-approved continuing educational
provider; and 3) add new programs to an existing IRS-approved provider continuing education curriculum.
Who Must Register
Anyone who wishes to advertise, and grant continuing education credits, for programs which are approved by the IRS for enrolled
agents, enrolled retirement plan agents, and other tax return preparers. A continuing education provider must be one of the following:
knowledgeable about the applicant's continuing education processes and programs.
An Accredited Educational Institution;
Recognized for continuing education purposes by the licensing body of any State, territory, or possession of the United States,
including a Commonwealth, or the District of Columbia;
Recognized for continuing education purposes by the licensing body of any State, territory, or possession of the United States,
including a Commonwealth, or the District of Columbia;
Recognized by the IRS as a professional organization, society, or business whose programs include offering professional
education opportunities in subject matters relating to Federal taxation, ethics, or professional conduct.
How to Register
Form 8498 may be filed electronically or by regular mail. The fastest and easiest way to have your registration processed is to
electronically submit it to the vendor. If you must file Form 8498 by paper, the processing time will be 6-8 weeks. To find more
information about applying to be a CE provider, visit:
If mailing Form 8498, send to:
IRS Continuing Education Processing Center
P.O. Box 1559
Sacramento, CA 95812
What to File
File Form 8498 with all required documentation. A list of attachments can be found under the “Provider Information” section of these
instructions. Note: Processing of this form may be delayed if the required documentation is not attached.
When to File
New applicants can apply anytime throughout the calendar year. If applicants are applying between Oct 1 and Dec 31 they must
specify if they are applying for the current calendar year or the next calendar year
Providers may renew their status for the next calendar year between Oct 1 and Dec 31 of the current calendar year.
Who Must Sign
Form 8498 must be signed by the owner, officer, or an individual who is authorized to sign on behalf of the applicant and who is
knowledgeable about the applicant's continuing education processes and programs.
Specific Instructions
1. Type of Application
New Application. All Continuing Education Providers seeking IRS approval to offer CE credit must register. Continuing
Education providers completing this application between October 1 and December 31 must designate whether they are
applying to offer programs in current calendar year or next calendar by checking the appropriate box.
Renewal. All Continuing Education Providers must renew annually to maintain their status as an IRS continuing education
provider. Enter your five character CE Provider Number from your Provider Approval Letter 4866. Failure to enter a provider
number will delay the processing of your renewal application.
8498
Catalog Number 63274Y
Form
(Rev. 9-2016)

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