PTIN holders with an online account can update most information online. After logging into the account: Select the "Edit Account Information" tile and select the item to update. Updates are allowed to the following information: User ID Email Address Password Personal mailing address Personal phone number Business name, address, phone number and business web address Self-Employed Attestation Employment Identification Number (EIN) Centralized Authorization File (CAF) number Electronic Filing Identification Number (EFIN) Professional Credentials (Credential Type, Jurisdiction, Credential Number and Expiration Date) To change your name Name change requests can be submitted online through your online PTIN account or in writing along with a copy of documentation supporting the change. (Acceptable documents are listed below.) 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 click the "Edit Account Information" tile. Select "Name change request" under the “Account Actions” section. Follow the online prompts to enter the name change and upload the required supporting documents. You will be prompted to review the requested change and documents. Finally, you must “Sign Your Application” to complete your online submission. If you prefer to send a written request, it 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 by mail to: IRS Tax Pro PTIN Processing Center PO Box 380638 San Antonio, TX 78268 We cannot accept faxes or make a change to your name over the phone. Please allow 4-6 weeks for processing of a written or online request. 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 View instructions for paper account holders.
