Form 23-Ep - Application For Enrollment To Practice Before The Internal Revenue Service As An Enrolled Retirement Plan Agent (Erpa) Page 3
Download a blank fillable Form 23-Ep - Application For Enrollment To Practice Before The Internal Revenue Service As An Enrolled Retirement Plan Agent (Erpa) in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 23-Ep - Application For Enrollment To Practice Before The Internal Revenue Service As An Enrolled Retirement Plan Agent (Erpa) with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
33
Form 23-EP (Rev. 12-2014)
Page
Instructions:
Privacy Act and Paperwork Reduction Act Notice. Section
330 of title 31 of the United States Code authorizes us to collect
• You must take and pass the EPRA-SEE before you can apply.
this information. We ask for this information to administer the
You may register for the examination at
program of enrollment to practice before the IRS. Applying for
renewal of enrollment is voluntary; however, if you apply you
Former IRS Employees:
must provide the information requested on this form. Failure to
provide this information may delay or prevent processing your
Please Note: your eligibility to practice may be limited based
application; providing false or fraudulent information may
upon your work experience.
subject you to penalties. Generally, this information is
You may request a waiver to take the ERPA-SEE through the
confidential pursuant to the Privacy Act. However, certain
submission of an application within three (3) years from the date
disclosures are authorized under the Act, including disclosure
of your separation with the Internal Revenue Service (IRS).
to: the Department of Justice, and courts and other adjudicative
Please check the box at the top of the form which indicates you
bodies, with respect to civil or criminal proceedings; public
are requesting a waiver from taking the ERPA-SEE. See Circular
authorities and professional organizations for their use in
230 Section 10.4(d) for more information. To gain full enrollment
connection with employment, licensing, disciplinary, regulatory,
status you must take and pass the ERPA-SEE before you can
and enforcement responsibilities; contractors as needed to
apply. You may register for the examination at
perform the contract; third parties as needed in an investigation;
the general public to assist them in identifying enrolled
individuals; state tax agencies for tax administration purposes;
What if I don't have a Social Security
appropriate persons when the security of information may have
Number?
been compromised for their use to prevent, mitigate, or remedy
harm.
If you are living and working in the United States (US), you are
required to have a Social Security Number (SSN). If you are
You are not required to provide the information requested on
working outside of the US and you do not have an SSN or an
a form that is subject to the requirements of the Paperwork
ITIN, check the box on line 1.
Reduction Act unless the form displays a valid OMB control
number. Books and records relating to a form or its instructions
Electronic Application and Payments:
should be retained as long as their contents may become
material in the administration of the law. The time needed to
You can pay electronically by visiting
complete and file this form will vary depending on individual
Where to send this form:
circumstances. The estimated average time is 15 minutes,
including recordkeeping, learning about the law or the form,
You can use overnight mail or regular mail to send us this form.
preparing the form, and copying and sending the form to the
If you want to use regular mail:
IRS.
U.S. Treasury/Enrollment
If you have comments concerning the accuracy of this time
PO Box 301510
estimate or suggestions for making this form simpler, we would
Los Angeles, CA 90030-1510
be happy to hear from you. You can write to Office of Enrolled
Agent Policy & Management; P.O. Box 33968; Detroit, MI,
If you want to use overnight mail:
48232. Do not send this form to this address; instead see the
Internal Revenue Service
Where to send this form section of the instructions.
Attn: Box 301510
19220 Normandie Ave. Ste. B
Torrance, CA. 90502
How long will it take to process your
application for enrollment?
It generally takes about 60 days to process applications. Your
enrollment status is not effective until we approve your request.
You are not authorized to practice before the IRS as an ERPA
until enrollment has been granted.
Who do I call if I have questions?
Please allow 60 days for processing before calling to check on
the status of your application. To check on the status of your
application, you may call 1-855-472-5540.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Form 23-ep - Application For Enrollment To Practice Before The Internal Revenue Service As An Enrolled Retirement Plan Agent (erpa)
Education
Form 23-ep - Application For Enrollment To Practice Before The Internal Revenue Service As An Enrolled Retirement Plan Agent (erpa)
Financial
Form 8554-ep - Application For Renewal Of Enrollment To Practice Before The Internal Revenue Service As An Enrolled Retirement Plan Agent (erpa)
Financial
Form 8554-ep - Application For Renewal Of Enrollment To Practice Before The Internal Revenue Service As An Enrolled Retirement Plan Agent (erpa)
Financial
Related Categories
Parent category: Education