Fill and sign Form 8821 online
Lets a person or firm you choose receive and inspect your confidential tax information, without representing you.
Form 8821 at a glance
- Official name
- Tax Information Authorization
- Issued by
- IRS
- Country
- United States
- Category
- Tax
- Language
- English
- Who uses it
- Taxpayers who want an accountant, lender or other party to see their IRS records.
- Signature
E-signature accepted
Electronic signatures are accepted only when the form is submitted online at IRS.gov/Submit8821, which needs an IRS online account. Forms sent by fax or mail need a handwritten signature.
- Instructions
- Official IRS page
Form 8821 lets a person or firm you choose, such as an accountant or lender, receive and inspect your confidential IRS information. It does not let them represent you. Open the official form from irs.gov in BunnyDoc's free Sign PDF tool straight from this page, type into its fillable fields, add your signature and date, and download it. Everything runs in your browser, so the PDF never leaves your device.
How to fill in and sign Form 8821
Open the current form
Use the button on this page to open f8821.pdf from irs.gov in Sign PDF.
Your details (line 1)
Enter your name, taxpayer ID and address. Do not put the designee's details here, and note that this line does not update your address with the IRS.
The designee (line 2)
Enter each designee's name, address and nine-digit CAF number, or "NONE" if they do not have one. You can tick a box to have copies of notices sent to them.
The tax matters (line 3)
List the type of tax, the form number and the specific years or periods. General entries such as "all years" are not accepted, and future periods can go no more than three years past the year the IRS receives the form.
Specific use and earlier authorizations (lines 4 and 5)
Tick line 4 for a one-off use the IRS will not record, such as a loan verification. Use line 5 to keep earlier Forms 8821 in force; otherwise they are revoked.
Sign and submit (line 6)
Sign and date line 6. Submit online at IRS.gov/Submit8821, or fax or mail it to the number or address for your area in the instructions. An e-signed form must go through the online route.
What you need before you start
- Your name, SSN, ITIN or EIN and address.
- Each designee's name, address and CAF number, if they have one.
- The tax forms and exact years or periods to cover.
- The Form 8821 instructions for the fax numbers and addresses.
Can I sign Form 8821 electronically?
Yes, but only if it is submitted online. The IRS instructions say forms with an electronic signature must be submitted at IRS.gov/Submit8821, while forms sent by fax or mail need a handwritten signature. Accepted electronic signatures include a typed name, a digitized image of a handwritten signature or one drawn with a stylus or e-signature software.
When the person submitting signs you up remotely, they must have verified your identity. See what an electronic signature is for background.
Form 8821 or Form 2848?
Form 8821 only lets the designee see and receive your tax information. To have someone speak for you, argue your case or sign on your behalf before the IRS, you need Form 2848, Power of Attorney and Declaration of Representative.
Form 8821: frequently asked questions
Where do I send Form 8821?
Submit it online at IRS.gov/Submit8821, or fax or mail it to the IRS office for your area listed in the instructions. Line 4 specific-use forms go to the office handling that matter.
Can I sign Form 8821 electronically?
Yes, if it is submitted online through the IRS upload tool. Forms sent by fax or mail need a handwritten signature.
Does Form 8821 let my accountant represent me?
No. It only allows them to inspect and receive your information. Use Form 2848 for representation.
How do I revoke a Form 8821?
Write "REVOKE" across a copy of the form, sign and date it again, and send it to the IRS office where you filed it. A new Form 8821 also revokes earlier ones unless you tick line 5.
Is there a 120-day deadline for Form 8821?
Yes, when the form is for a purpose other than a tax matter with the IRS, such as a lender's income check, the IRS must receive it within 120 days of your signature.
Is BunnyDoc connected to the IRS?
No. BunnyDoc is not affiliated with the IRS. We link to the official form on irs.gov and give you a free tool to fill and sign it in your browser.
BunnyDoc is not affiliated with IRS. Check that the recipient accepts electronic signatures.
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