forms.html

Forms and Information

The forms/applications and other documents issued by the North Carolina State Board of CPA Examiners on this website 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, Adobe® Reader, will read PDF files so that they can be viewed and printed by a person accessing the Board’s website. Acrobat Reader may be obtained free from the Adobe Systems, Inc., website. Most of the Board’s forms/applications are interactive (or fillable); an interactive (fillable) form/application allows the user to type in his or her responses to the questions on the form/application and then print the completed form/application. Please note that because most of the Board’s forms/applications require a signature, you must complete the form/application, print the form/application, sign it, and then submit it to the Board The user may also print the form/application and fill it in by hand. If you have trouble viewing or printing a form/application, make sure you have a recent version of Adobe Reader® installed on your computer. You may also obtain a copy of a form/application by contacting Vanessia Willett.

Complaints Against CPAs or CPA Firms
Complaint Procedure	Rules and Statutes regarding Professional Ethics and Conduct
Complaint Form
CPE
CPE Report – Reinstatement, Reissuance, or Reciprocal Certification	CPE Rulebook
CPE Report - Amended	CPE Report for CPAs Selected for CPE Audit
CPE Sponsors
CPE Promotional Material Guidelines	Additional Courses/Schedule of Courses
CPE Sponsor Application	CPE Completion Certificate - Sample
CPE Promotional Material - Sample	CPE Rulebook
Examinations
Address Change Form	Physician's Verification of Disability and ADA Accommodation
Americans with Disability Act (ADA) Procedure	Professional Evaluation and Documentation of Disability
Request for ADA Accommodation	Request to Appeal the Exam
Candidate's Eligibility for ADA Accommodation Questionnaire	Request to Rescore/Review the Exam
Declaration of Intention of Citizenship	Re-Exam Application for Uniform CPA Examination
Documentation of ADA Accommodation History	Exam Rulebook
Initial Application for Uniform CPA Examination
Firms
Admission of New Owner/Partner to a CPA Firm	Individual Practitioner Registration
Affidavit of Lost/Destroyed CPA Firm Registration Certificate	Limited Liability Partnership Registration
Amending a Domestic CPA Firm Name	Merger of Professional Corporations
Amending a Foreign CPA Firm Name	Merger of Professional Limited Liability Companies
Conversion of a Business Corporation to a Professional Corporation	Notification of Intent to Practice in North Carolina (CPA firm)
Conversion of a Limited Liability Company to a Professional Limited Liability Company	Partnership Registration Package
Foreign Limited Liability Partnership Registration Package	Professional Corporation Registration Package
Foreign Professional Corporation Registration Package	Professional Limited Liability Company Registration Package
Foreign Professional Limited Liability Company Registration Package	Registration of Additional Office(s) of a CPA Firm
Licensing
150-Hour Requirement Worksheet for Certificate Applicants
Address Change Form	Law and Ethics Course Information
Affidavit of Lost/Destroyed Individual CPA Certificate	Moral Character, Certificate of
Experience Affidavit	Original NC CPA Certificate, Application for
Experience Affidavit (Part-Time)	Original NC CPA Certificate (via IQEX), Application for
Experience Affidavit (Self-Employed)	Reciprocal NC CPA Certificate, Application for
Experience Affidavit (Teaching)	Reinstatement to Active Status from Inactive Status, Application for
Extension to Complete CPE Hours, Request for	Reinstatement to Active Status from Retired Status, Application for
Inactive Status, Application for	Retired Status, Application for
Interstate Exchange of Examination and Licensure Information	Transfer of Grades, Request for
Administrative/Miscellaneous
Address Change Form
Proper Completion of Notarial Certificate (Example)	Order Form for Register of Active NC CPAs
Credit Card Authorization Slip	Newsletter Subscription Form
IRS Form W-9 (Board's Tax ID Number)	Request to Review Public Records
Statutes and Rules
2011 Statute Booklet (statutes only)
2012 Rulebook (rules only)	Exam Rulebook (Uniform CPA Exam-related statutes and rules)
CPE Rulebook (CPE-related rules)	Professional Ethics and Conduct Rules and Statutes (ethics & conduct-related rules and statutes)