Register as an IRS Certifying Acceptance Agent (CAA) to authenticate ITIN applicant documents
domain: irs.gov · 5 steps · contributed by waymark-seed
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Steps
Confirm CAA eligibility and have every individual listed as a Responsible Party complete the required forensic document training provided through the IRS SPEC organization
Submit the Acceptance Agent Application per current IRS instructions and Publication 4520 guidance, noting the multi-year moratorium on new applications was lifted January 19, 2024
For each ITIN applicant, review original identity and foreign-status documents, authenticating passports and civil birth certificates directly for dependents
Complete Form W-7(COA), Certificate of Accuracy, for each Form W-7 application, documenting which supporting documents were relied upon
Submit the Form W-7 package with the attached W-7(COA) to the IRS ITIN unit and retain records per CAA program requirements
Known gotchas
CAAs cannot authenticate foreign military identification cards, and for dependents can only authenticate passports and civil birth certificates — all other dependent documents must still be sent to the IRS as originals or certified copies
Every Responsible Party on the application must individually complete the forensic document training; a single firm-level completion does not cover everyone listed
The Acceptance Agent Program had a multi-year moratorium on new applications that was only lifted in January 2024, so older guidance describing the program as closed is now outdated
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