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.)
Specific Instructions
1. Type of Application
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New Application. All continuing education providers seeking authorization to offer continuing education credit must register as
"new", including existing providers who were previously approved by the Office of Professional Responsibility (OPR).
Previously approved providers must enter their OPR approval number in the "Current Provider Number" column. If you are
applying during the open period for enrollment, please designate what year for which you are requesting approval (current or
prior year). Current year would reflect the upcoming calendar year and prior year would be for the year currently applying in.
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Renewal. All continuing education providers must renew annually to maintain their status as a continuing education provider.
When renewing, the prior year's authorization number must be entered in the "Current Provider Number" box on Form 8498.
Failure to enter a current provider number will result in the application being processed as a new submission.
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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 any time during the year. Programs
must be assigned program numbers prior to the program being offered in the marketplace.
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 Point of Contact (POC). 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 POC, communication will be sent to the POC'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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a. Accredited Educational Institution. Attach a copy of the accreditation letter from a national or state accrediting body.
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b. 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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c. Approved by an IRS-designated qualifying organization (Accreditor). 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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d. Professional organization, society or business filing for approval as a continuing education provider. Attach approval letter
received from OPR, if applicable. If you are a professional organization, society, or business registering as a "new" CE
Provider (not a, b, c, or d with approval from OPR), 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 Registered Tax Return Preparers and Enrolled Agents, check both boxes.
5. Program Information - the information requested below must be provided for each 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 result in delay processing your application.
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Program Title. 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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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 Registered Tax Return Preparers will include both ethics and federal tax, check both boxes. A program on federal
tax which contains ethics material (or vice-versa), must be apportioned for credit hour purposes between federal tax and ethics
based on the percentage of the program devoted to each topic. A program whose content is at least 60% ethics/standards of
practice focus may be treated as a full hour of ethics.
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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.
For more information and details regarding CE Providers and Accreditors, visit
8498
Catalog Number 63274Y
Form
(Rev. 12-2011)
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