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General Guidance Question

Question: How do I submit a name change request? (revised 9/18/15)

Answer: Name change requests must be submitted in writing along with a copy of documentation supporting the change. (Acceptable documents are listed below.) You have the option sending it online through your online PTIN account or mailing it.

NOTE: Changing the name on your PTIN account will not change your name on other IRS accounts (i.e. EFIN, EIN, EA). You will need to contact the other appropriate business unit for name changes on other accounts.

To submit a request online, go to the main menu and under the ‘Manage My PTIN Account’ section select ‘Upload a Document’ from the drop down menu. Follow the online prompts to upload your name change request along with the required supporting documents. 

Your request must include the following information along with the required supporting documents.

    • Preparer's name and PTIN
    • Clear statement of action needed
    • Signed and dated by the preparer 

Submit online or mail to:

IRS Tax Professional PTIN Processing Center
104 Brookeridge Drive #5000
Waterloo, IA 50702

We cannot accept faxes or make a change to your name over the phone. Please allow 4-6 weeks for a response.

We will accept the following documents:

  • Marriage certificate
  • Divorce decree
  • Court ordered legal name change
  • Certificate of naturalization
  • Certificate of citizenship
  • Social Security card
  • Government issued photo identification

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Page Last Reviewed or Updated: 18-Sep-2015