Form 8498 - Continuing Education Provider Application And Request For Provider Number Page 4
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4Instructions for Form 8498, Continuing Education Provider Application and Request for Provider Number (cont.)
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Request to add new program(s). A Continuing Education Provider who has had its educational curriculum approved in a prior
year, may add any new programs to its education curriculum by submitting a Form 8498 anytime during the year. Programs
must be assigned program numbers prior to the program being offered in the marketplace. Enter your five character CE
Provider Number from your Provider Approval Letter 4866. Failure to enter a provider number will delay the processing
additional programs.
2. CE Provider Name and Point of Contact Information
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Full Name of Continuing Education Provider. List the organizational name that will appear on the certificate of completion
provided to the students at the completion of each program.
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Continuing Education Provider's EIN or PTIN. Business entities should enter an Employer Identification Number (EIN), if
applicable. A Preparer Taxpayer Number (PTIN) may be used for sole proprietors with no EIN.
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Provider's Principal Point of Contact (PPOC). The provider's POC should be the person primarily responsible for the
provider's relationship with the IRS. This must be someone who is knowledgeable about the company's continuing education
processes and programs. When an email address is given for the PPOC, communication will be sent to the PPOC's email
address alerting them to log in to their secure email box within the CE Provider Registration System.
3. Provider Information
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i.
Accredited Educational Institution. Attach a copy of the accreditation letter from a national or state accrediting body.
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ii. Recognized for continuing education purposes by state licensing body or equivalent. Attach a copy of the recognition letter
or other acknowledgment received from the licensing body of a state, territory or District of Columbia.
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iii. Approved by an IRS CE Accrediting organization. Attach a copy of your approval letter received from an IRS approved
Accreditor. A list of approved IRS approved Accreditors can be found at
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iv. Professional organization, society or business filing for approval as a continuing education provider. If you are a
professional organization, society, or business registering as a "new" CE Provider, you must submit the following with Form
8498 for ONE program from each category offering below in #5: program material, program syllabus, program instructor
biography, program examination (if required), evaluation form, and sample certificate of completion.
4. Continuing Education Provider Targeted Audience
Select all applicable targeted audiences for all programs that will be offered. For example, if a continuing educational program will
be offered to Other Tax Return Preparers and Enrolled Agents, check both boxes.
5. Program Information - the information requested below must be provided for each new program submitted. If more than
one program is being offered, include all of the following information for each program in an attachment. An incomplete
submission will delay the processing of your application.
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Program Name. Include a descriptor to the specific program content in the program title.
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Program Description. Succinctly describe the major elements or contents of each program offered in a manner that provides
sufficient information for the reviewer to make a determination that the program covers appropriate subject matter (federal tax,
federal tax-related, qualified retirement plan matters, or ethics). Also include the manner in which the program will be delivered,
e.g. speaker or panel; lecture or panel discussion; webinar; self study with test; on-line interactive; etc. If the presenter(s) is
prominent in the subject area, include that name.
For additional information about program descriptions visit
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Number of Credit Program Hours. Enter number of credit program hours
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Targeted Audience for Program and Category of Continuing Education. Select each applicable target audience and each
applicable category for which you seek authorization for each program. For example, if the continuing educational program
offered to Other Tax Return Preparers will include both ethics and federal tax, check both boxes. A program that covers state
law issues will not qualify for IRS continuing education credit unless at least 80% of the program material consists of a
comparison between federal and state tax laws. Note: Enrolled Agents enrollment/renewal continuing education requirements
have not changed. Any federal tax update programs completed will count towards an EAs federal tax requirements, with the
exception of the Annual Federal Tax Refresher course (no credit given for EAs).
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Program Delivery Method. Select all methods that will be used to deliver program content. For example, if program will be
available as a self study and online group program, check both boxes.
6. Renew Program(s) – You may renew prior year programs you want to continue to offer by listing program number and program
name. Program numbers from a prior year can continue to be used if the program content does not change. (Additional programs
can be attached to this application). Note: Annual Federal Tax Refresher courses cannot be renewed. They must be added as new
programs each year to ensure course content is current.
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Program Number. Include the full program number of the program you want to offer in the next calendar year.
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Program Name. Include the exact name of the title of the program associated with the above Program Number.
For additional information about program descriptions visit
For more information and details regarding CE Providers and Accreditors, visit
8498
Catalog Number 63274Y
Form
(Rev. 9-2016)
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