Get Blank Reference

Filling out the Blank Reference form is an essential step for first-time CPA examination applicants in Pennsylvania. This guide will provide you with clear and concise instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the Blank Reference form

1. Click ‘Get Form’ button to obtain the form and open it in the editing interface.
2. Begin by filling in your name in the 'Applicant Name' section. Ensure that your full name is entered as it appears on your identification documents.
3. Next, provide the current date in the 'Date' field. Use the format MM/DD/YYYY to avoid any confusion.
4. You are required to obtain signatures from three references. In the 'REFERENCE NAME' section, enter the name of each reference clearly. Please refer to the requirements, ensuring that one is a licensed CPA and the other two are individuals who are not CPAs but have known you for at least the past three years.
5. In the 'ADDRESS' section, fill out the complete address for each reference, including street, city, and state. Make sure to double-check for accuracy in the information provided.
6. Include the telephone number for each reference. This should be their direct contact number, ensuring that they can be reached if verification is needed.
7. Request each reference to print their name and sign the document in the designated sections. Their signatures confirm their endorsement and acknowledgment of your character.
8. Indicate the relationship for each reference, ensuring that they are not relatives, as family members are not eligible to serve as references.
9. If any reference does not meet the requirements, attach a separate sheet explaining the exception. Be clear and concise in your explanation.
10. Once all sections are completed, review the form for any errors or omissions. Make necessary corrections before finalizing your submission.
11. After ensuring all information is accurate, save your changes, then download, print, or share the completed form as required for submission to the CPA Examination Services.

Complete your Blank Reference form online today to ensure a smooth application process!