Fillable Form 8554-EP

1. What is an 8554-EP Form?

Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA) or, shortly, Form 8554-EP is an IRS tax form that is used for renewing your enrollment. It must be submitted every three years to start a new enrollment cycle. You have to send this form to the IRS along with the correct amount of the application fee for the current year. 

2. What I need the 8554-EP Form for?

• You have to fill out the fillable Form 8554-EP in order to apply for renewing your enrollment by the end of the current 3-year period;
• File if you have completed the 72 hours of Continuing Professional Education (ERPA–CPE) or 2 hours of CPE for each month of enrollment if it’s the first time you apply for renewal. Check further instructions on Page 1 of the form;
• Don’t file the form too early. 

3. How to fill out Form 8554-EP?

Before you start completing the form, take a look at the PDFLiner’s online functionary. Our service makes it easy to fill out and print PDF forms. Here you can also download Form 8554-EP for free and complete it in your offline tax software or by hand. 

• Part I – claim your enrollment status;
• Part II – identify yourself by entering personal and business information (name, address, EIN, SSN, CAF number, etc. Attach extra pages if you have more data);
• Part II – sign and date the form next to your PTIN (if you have it);
• In 2020, you have to pay the $67 renewal fee. It can be paid online on the official IR website. 

4. Organizations that work with Form 8554-EP:

• The Internal Revenue Service (IRS).