Follow the steps to successfully complete the form online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part 1, provide your personal information. Fill in your first name, middle name (if applicable), last name, date of birth, and jurisdiction ID, which is available only after submitting an online application through CPA Central. Enter the date of application in the specified format (mm/dd/yyyy).
3. Proceed to Part 2, where you will need to include signatures from three references. Reference #1 should include the name, occupation, the date when they first knew you, address, relationship to you, telephone number, and signature. Ensure this reference is a certified public accountant (CPA).
4. For Reference #2, repeat the same process as in step 3, making sure to choose someone who has known you for at least three years and meets the necessary criteria.
5. Lastly, include Reference #3 with the same required fields as the previous references. Make sure to indicate their printed name, occupation, the date you have known them, their address, relationship, telephone number, and their signature.
6. If any of your references do not meet the specified requirements, attach a separate sheet with a brief explanation of the exception.
7. Review all the filled information for accuracy and completeness. Once verified, save your changes, download the document, print it, or share it as needed.
8. Finally, return the completed form to the specified email or mailing address as indicated in the form.

Complete your documents online today to ensure a smooth application process.