Get Irs Form 8554-ep 2022-2025

Filling out the IRS Form 8554-EP online is a critical step for individuals seeking to renew their enrollment as an Enrolled Retirement Plan Agent (ERPA). This guide provides a detailed walkthrough of each section and field of the form to ensure users complete it correctly and efficiently.

Follow the steps to successfully complete the IRS Form 8554-EP online.

1. Click ‘Get Form’ button to access the form and open it in your browser.
2. Begin with Part 1: Enrollment Status. Indicate whether you wish to continue your enrollment as an Active ERPA or opt for Inactive status. If applying for Active status, input the Continuing Professional Education (CPE) and Ethics hours earned in each year of your current enrollment cycle.
3. Proceed to Part 2: Identifying Information. Fill in the last four digits of your Social Security Number, Enrollment Number, Full Legal Name, and Current Address. Ensure to check the box if you have a new address.
4. Complete other fields in Part 2, including your email address and contact number. If applicable, indicate whether you have a Centralized Authorization File (CAF) number or an Employer Identification Number (EIN).
5. Answer questions related to sanctions and any prior denials of practice applications. If applicable, address any previous sanctions or criminal convictions by providing additional details on a separate page.
6. In Part 3, Sign Here, review your answers and declare the information's truthfulness by providing your PTIN (if available), signature, and date.
7. Once all sections are completed, review the form for accuracy. Users can save changes, download a copy of the completed form, print it, or share it as necessary.

Complete your IRS Form 8554-EP online to renew your enrollment as an ERPA today.