Authorized Representative

Form 2848. Upload a completed Form 2848 if you want to authorize a representative to represent you regarding your request. An individual authorized by Form 2848 may not sign Form 8940 unless that person is also an officer, director, trustee, or other official who is authorized to sign the form.

Tip: A Centralized Authorization File (CAF) number isn’t required to be listed on Form 2848.

Form 8821. Upload a completed Form 8821 if you want to authorize us to discuss your request with the person you have appointed on that form.

Form 8821 doesn’t authorize your appointee to advocate your position with respect to federal tax laws; to execute waivers, consents, or closing agreements; or to otherwise represent you before the IRS. If you want to authorize an individual to represent you, use Form 2848.