forms.html

Forms and Information

The forms and other documents issued by the North Carolina State Board of CPA Examiners on this web site are in portable document format (PDF). This format is useful for making generally accurate renditions of forms and other graphics that are not comprised solely of text. A free software program called Adobe® Reader is available which will read PDF files so that they can be viewed and printed by a person accessing the Board’s web site. Acrobat Reader may be obtained free from the Adobe Systems, Inc., web site.

Many of the Board’s forms are interactive; an interactive form allow the user to type in his or her responses to the questions on the form on-line and then print the completed form and submit it to the Board. Please note that because the Board’s forms require a signature, you must complete the form, print the form, sign it, and then submit it to the Board.

If you have trouble viewing or printing a form, make sure you have a recent version of Adobe Reader® installed on your computer and that you are using the print icon (or the print function under the heading “file” on the Acrobat toolbar). You may also obtain a copy of a form by e-mailing your request to Vanessia Willett.

Complaints Against CPAs or CPA Firms
PDF	Interactive Version
Complaint Procedure	n/a
Complaint Form	Interactive Complaint Form
Rules and Statutes regarding Professional Ethics and Conduct	n/a
CPE
PDF	Interactive Version
CPE Report – Reinstatement, Reissuance, or Reciprocal Certification	Interactive CPE Report – Reinstatement, Reissuance, or Reciprocal Certification
CPE Report, Amended - 2004	Interactive CPE Report, Amended - 2004
CPE Report, Amended - 2005	Interactive CPE Report, Amended - 2005
CPE Report, Amended - 2006	Interactive CPE Report, Amended - 2006
CPE Report, Amended - 2007	Interactive CPE Report, Amended – 2007
Rules Regarding CPE	n/a
CPE Sponsors
PDF	Interactive Version
CPE Sponsor Application Package	Interactive CPE Sponsor Application Package
CPE Promotional Material Guidelines	n/a
CPE Promotional Material - Sample	n/a
CPE Completion Certificate - Sample	n/a
Additional Courses/Schedule of Courses	Interactive Additional Courses/Schedule of Courses
Rules Regarding CPE	n/a
Examinations
PDF	Interactive Version
Address Change	Interactive Address Change Form
Americans with Disability Act (ADA) Procedure	n/a
Candidate's Request for ADA Accommodation	Interactive Request for ADA Accommodation
Candidate's Eligibility for ADA Accommodation Questionnaire
Declaration of Intention of Citizenship	Interactive Declaration of Intention of Citizenship
Documentation of ADA Accommodation History
Initial Application for Uniform CPA Examination
Physician's Verification of Disability and ADA Accommodation
Professional Evaluation and Documentation of Disability
Request to Appeal the Exam	Interactive Request to Appeal the Exam
Request to Rescore/Review the Exam	Interactive Request to Rescore/Review the Exam
Re-Exam Application for Uniform CPA Examination
Rules Regarding Uniform CPA Exam	n/a
Firms
PDF	Interactive Version
Additional Office(s) of a CPA Firm, Registration of	Interactive Additional Office(s) of a CPA Firm, Registration of
Admission of New Owner/Partner to a CPA Firm	Interactive Admission of New Owner/Partner to a CPA Firm
Affidavit of Lost/Destroyed CPA Firm Registration Certificate	Affidavit of Lost/Destroyed CPA Firm Registration Certificate
Conversion of a Limited Liability Company to a Professional Limited Liability Company	Interactive Conversion of a Limited Liability Company to a Professional Limited Liability Company
Amending a Domestic CPA Firm Name	n/a
Amending a Foreign CPA Firm Name	n/a
Conversion of a Business Corporation to a Professional Corporation	Interactive Conversion of a Business Corporation to a Professional Corporation
Foreign Limited Liability Partnership Registration Package	Interactive Foreign Limited Liability Partnership Registration Package
Foreign Professional Corporation Registration Package	Interactive Foreign Professional Corporation Registration Package
Foreign Professional Limited Liability Company Registration Package	Interactive Foreign Professional Limited Liability Company Registration Package
Individual Practitioner Registration	Interactive Individual Practitioner Registration
Limited Liability Partnership Registration Package	Interactive Limited Liability Partnership Registration
Merger of Professional Corporations	Interactive Merger of Professional Corporations
Merger of Professional Limited Liability Companies	Interactive Merger of Professional Limited Liability Companies
Partnership Registration Package	Interactive Partnership Registration Package
Professional Corporation Registration Package	Interactive Professional Corporation Registration Package
Professional Limited Liability Company Registration Package	Interactive Professional Limited Liability Company Registration Package
Licensing
PDF	Interactive Version
150-Hour Requirement Worksheet for Certificate Applicants	150-Hour Requirement Worksheet for Certificate Applicants
Address Change	Interactive Address Change Form
Affidavit of Lost/Destroyed Individual CPA Certificate	Interactive Affidavit of Lost/Destroyed Individual CPA Certificate
Experience Affidavit	Interactive Experience Affidavit
Experience Affidavit (Part-Time)	Interactive Experience Affidavit (Part-Time)
Experience Affidavit (Self-Employed)	Interactive Experience Affidavit (Self-Employed)
Experience Affidavit (Teaching)	Interactive Experience Affidavit (Teaching)
Extension to Complete CPE Hours, Request for	Interactive Extension to Complete CPE Hours, Request for
Inactive Status, Application for	Interactive Inactive Status, Application for
Interstate Exchange of Examination and Licensure Information	Interactive Interstate Exchange of Examination and Licensure Information
Law and Ethics Course Information	n/a
Moral Character, Certificate of	Interactive Moral Character, Certificate of
Notification of Intent to Practice	Interactive Notification of Intent to Practice
Original NC CPA Certificate, Application for	Interactive Original NC CPA Certificate, Application for
Original NC CPA Certificate (via IQEX), Application for
Reciprocal NC CPA Certificate, Application for	Interactive Reciprocal NC CPA Certificate, Application for
Reinstatement to Active Status from Inactive Status , Application for	Interactive Reinstatement to Active Status from Inactive Status , Application for
Reinstatement to Active Status from Retired Status , Application for	Reinstatement to Active Status from Retired Status, Application for
Retired Status, Application for	Interactive Retired Status, Application for
Transfer of Grades, Request for	Interactive Transfer of Grades, Request for
Administrative/Miscellaneous
PDF	Interactive Version
Address Change	Interactive Address Change Form
Credit Card Authorization Slip	Interactive Credit Card Authorization Slip
IRS Form W-9 (Board's Tax ID Number)	n/a
Order Form for Register of Active NC CPAs	Interactive Order Form for Register of Active NC CPAs
Newsletter Subscription Form	Interactive Newsletter Subscription Form
Request to Review Public Records	Interactive Request to Review Public Records
Statutes and Rules
PDF	Interactive Version
2007 Statute Booklet (all statutes)	n/a
2007 Rules Booklet (all rules)	n/a
CPE Rules (CPE-related rules)	n/a
Exam Rules (Uniform CPA Exam-related rules)	n/a
Professional Ethics and Conduct Rules and Statutes (ethics & conduct-related rules and statutes)	n/a