Get Certified Public Accountant Form 4b

Filling out the Certified Public Accountant Form 4B online is an essential step for applicants who need to verify their professional experience. This guide will provide you with clear and structured instructions on how to complete this form accurately, ensuring you meet the requirements set by the New York State Board for Public Accountancy.

Follow the steps to complete your form effectively.

1. Press the ‘Get Form’ button to obtain the form and open it in your chosen document editor.
2. Fill in Section I: Applicant Information. Enter your last four digits of your Social Security number, your birth date, and your name as it appears on your application for licensure. Include your telephone number and email address, making sure to print clearly.
3. If applicable, provide the name on your degree or credentials in Section I. For endorsement applicants, indicate your date of licensure.
4. Once you have completed Section I, send the form along with the Instructions for Completing Verification of Experience by Supervisor to each of your supervisors. Each supervisor must complete Section II of the form.
5. In Section II, the supervisor needs to provide their name, license number, license date, and the name of the firm or organization where they supervised you.
6. The supervisor should also indicate their title, state of principal business, and confirm whether they were lawfully practicing in that state.
7. The supervisor must check the category of employer, such as public accounting firm, government, private industry, or other, and thus provide verification of your work experience.
8. Items 7-11 need to be completed with details about services performed by you under their supervision, including job classification and whether they acted in a supervisory capacity.
9. The supervisor will sign the affirmation at the end of the form, confirming the accuracy of the information provided.
10. Finally, have the supervisor return the completed form directly to the address on the form or submit it via email. Do not submit the form yourself.

Ensure your experience is properly documented by completing the Certified Public Accountant Form 4B online today.