First, each Principal and Responsible Official must use the
IRS e-file Application Personal Information
page to respond to a set of questions regarding suitability.
Begin by verifying the personal information shown at the
top of the page. If any of this information needs to be changed,
e-Services Registration product to make the updates.
For more information, see How
Do I Register?.
In the Professional Status
section, indicate if you belong to one of the following professional
- Banking Official
- Enrolled Agent
- Certified Public Accountant
- Officer of a Publicly Owned Corporation
Second, as indicated on the page, you may need to mail to
the IRS current proof of your professional status for any
category that applies to you. If you are an Enrolled Agent
you may need to enter your valid EA Number.
Answer the questions in the Suitability Information section.
A Comments section is provided so that you can explain
the circumstances surrounding your answers to the suitability
questions. If you select "Yes" or "No" for an answer to
any of the suitability questions, the Comments field
for that question may be required.
Type your Personal Identification Number (PIN) in the PIN
field. For more information on changing your e-Services PIN,
see How Do I Register?.
Select the Accept button
to indicate that you accept the Terms of Agreement listed
on the page.