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Keeping one's address current with the California Board of Accountancy is a crucial step for licensed CPAs, PAs, and accounting firms operating within the state. The Address Change California form serves as a fundamental tool in ensuring that this information is up-to-date, safeguarding the licensee's compliance with state regulations. Each license type requires a separate notice, emphasizing the personalized nature of the process. The form captures detailed information including the licensee's name, the new address of record (which becomes public information), and an alternate address for cases where the address of record is a PO Box or a mail drop. It is important to note that any changes must be reported within 30 days to avoid citations and fines, highlighting the importance of timely submissions. Additionally, the form grants licensees the option to remove their contact information from lists sold for mailing purposes, offering a degree of privacy protection. Understandably, the Address Change form is more than a mere procedural necessity; it is a critical component in maintaining the accuracy of the public record and ensuring smooth communication between the board and the licensees.

Document Example

Address Change Form

A separate address change notice must be submitted for each license type.

PLEASE PRINT

Name of Applicant for Licensure

Last

Name of Licensee

First

Middle

Individual (CPA/PA) - License No.

Last

Name of Firm

 

 

First

Middle

Corporation

Partnership

Fictitious Name

License No.

FIRM NAME

 

Be advised that if you are a licensed

 

 

 

NEW Address of Record (An Address of Record is Required)

CPA/PA or firm, your address of record

is public information, and all CBA

 

Home

Business (check one)

correspondence will be sent to this

 

address.

 

 

 

 

 

 

 

 

Business Name (if different from name above)

Street

Apt. #

Suite # (check one)

City

State

Zip

Former Address of Record

 

 

Street

Apt. # Suite # (check one)

City

Alternate Address for Mail Drops and PO Boxes

State

Zip

If your address of record is a PO Box or Mail Drop, you are required to provide a street address. This address will not be posted on the CBA’s Web License Lookup.

Street

Home

Business (check one)

Apt. #

Suite # (check one)

City

 

State

Zip

 

Daytime Phone Number

-

-

You may confirm your change of

 

 

address on License Lookup at

 

Area Code

 

 

 

www.cba.ca.gov.

I certify the truth and accuracy of all of these statements and representations.

 

 

Signature

 

 

Date

 

Print your name

 

 

 

 

A licensee who fails to notify the California Board of Accountancy within 30 days of a change of address of record may be subject to citation and fine (fines ranging from $100-$1000) under the California Code of Regulations, Title 16, Division 1, Sections 3, 95 and 95.2.

The CBA maintains a list of all licensees. This list is sold to requestors for mailing list purposes. Check here only if you do not want your name included on this list. Please Note:Your name and address of record is public information and can be accessed through our website at www.cba.ca.gov.

This form is being provided for your convenience. Other forms of written notice may be accepted by the CBA.

Mail to:

California Board of Accountancy, 2000 Evergreen Street, Suite 250, Sacramento, CA 95815-3832

OR FAX to: (916) 263-3675

Form Breakdown

How to Write Address Change California

When it's time to update your address with the California Board of Accountancy (CBA), you're tasked with completing the Address Change form correctly. This is crucial for ensuring that all correspondence from the CBA reaches you without delay. The process might seem daunting at first, but by following a series of steps, it can be completed efficiently. Keep in mind that the address you provide becomes public information, as it's accessible via the CBA's official website. This guide walks through the form step by step, helping to simplify the task ahead.

  1. PLEASE PRINT: Begin by printing your information to avoid any confusion that handwriting might cause.
  2. Name of Applicant for Licensure: Write your last name, first name, and middle initial in the designated spaces.
  3. Individual (CPA/PA) - License No.: Enter your license number next to the correct designation (CPA or PA).
  4. Last Name of Firm, First, Middle: If you are updating an address for a firm, provide the firm’s name and the license number.
  5. FIRM NAME: Fill in the name of the firm.
  6. NEW Address of Record: Indicate whether this is a home or business address and provide the new address, including street, apartment or suite number (if applicable), city, state, and zip.
  7. Former Address of Record: Fill in your previous address, including street, apartment or suite number (if applicable), city, state, and zip.
  8. Alternate Address for Mail Drops and PO Boxes: If your address of record is a PO Box or Mail Drop, a street address is required here for internal use and will not be available on the Web License Lookup.
  9. Daytime Phone Number: Provide your daytime phone number, including the area code.
  10. Signature: Sign your name to certify the truth and accuracy of the information provided on the form.
  11. Date: Enter the date on which you are filling out the form.
  12. Print your name: Below your signature, print your name clearly.
  13. If you do not want your name included on the sold mailing list, tick the box indicating your preference.
  14. Once you have completed the form, you have the option to mail it to the California Board of Accountancy at the address provided or fax it to the number listed. Remember, failing to notify the CBA of an address change within 30 days can result in a fine. This form serves as a direct line of communication between you and the board, ensuring that you remain in good standing and receive important information pertaining to your licensure without delay.

Listed Questions and Answers

What is an Address Change California Form?

This form is utilized by the California Board of Accountancy (CBA) for licensees to officially update their address records. It requires detailed information about the licensee, including their name, type of licensure, and both new and former addresses. Licensees include individuals (CPA/PA) and firms. The form highlights that the address of record, once submitted, becomes public information and serves as the primary destination for all correspondence from the CBA. Additionally, if the address of record is a PO Box or Mail Drop, a street address must also be provided, although this address remains confidential.

Who needs to submit the Address Change California Form?

This form must be submitted by any licensed CPA (Certified Public Accountant), PA (Public Accountant), or accounting firm registered with the California Board of Accountancy that is changing its address of record. A separate notice is required for each license type held by the licensee. It's crucial for maintaining accurate and up-to-date contact information with the CBA for receiving important legal and administrative communications.

How can one submit the Address Change California Form?

The completed form can be submitted to the California Board of Accountancy either by mail or fax. The mailing address is 2000 Evergreen Street, Suite 250, Sacramento, CA 95815-3832. Alternatively, the form can be faxed to (916) 263-3675. This flexibility allows licensees to choose the method of submission that is most convenient for them.

What are the consequences of not notifying the CBA within 30 days of an address change?

Failure to update the CBA with a new address within 30 days can result in a citation and a fine. Fines range from $100 to $1000, as per the California Code of Regulations, Title 16, Division 1, Sections 3, 95, and 95.2. Timely submission is crucial to avoid these penalties and ensure continuous and uninterrupted communication with the CBA.

Can a licensee opt out of having their information sold or made public?

Yes, licensees have the option to request that their name not be included in the list of licensees the CBA sells for mailing list purposes. This request can be made by checking the appropriate box on the Address Change California Form. However, it is important to note that the name and address of record will still be considered public information and accessible through the CBA’s website.

Common mistakes

When filling out the Address Change form for California, it is crucial to avoid certain mistakes to ensure your information is updated correctly and to avoid any potential consequences associated with incorrect or incomplete submissions. Here are eight common errors:

  1. Not submitting a separate notice for each license type: The form requires a separate submission for each license type you hold. Failing to do so may result in only one of your addresses being updated.
  2. Incorrectly filling out the Name of Applicant: Ensure the name is filled out correctly, matching the name under which your license was issued. Mixing up first, middle, and last names can lead to processing delays.
  3. Forgetting to include the license number: Your license number is a key piece of information that helps to identify your record. Leaving this out could mean your address change might not be applied.
  4. Failing to choose between Individual or Firm options: The form requires you to specify whether the change is for an individual licensee or a firm. Not checking one can cause confusion.
  5. Not providing a new Address of Record: As the Address of Record is public information, it’s essential to provide this accurately on the form for proper communication and record-keeping.
  6. Using PO Boxes without a physical address: If your address of record is a PO Box or Mail Drop, you must also provide a street address for the CBA’s internal use. Neglecting to provide a street address could lead to non-compliance with CBA requirements.
  7. Omitting the daytime phone number: The daytime phone number is crucial for any follow-up needed regarding your submission. Skipping this detail could delay the processing of your address change.
  8. Failure to sign and date the form: Your signature and the date confirm the accuracy of the information provided. An unsigned form is considered incomplete and will not be processed.

Avoiding these mistakes will help ensure that your address change request is processed smoothly and without delay. Keep in mind that failing to report a new address in a timely manner can result in citations and fines, as per the California Code of Regulations. Always double-check your information for completeness and accuracy before submitting the form.

Documents used along the form

When individuals or firms go through the process of changing their address in California, especially those involved in professional practices like CPA/PA, it's often just one step in a series of actions that require attention. Along with the Address Change California form, there are several other documents and forms they might need to update simultaneously to ensure a seamless transition and compliance with various regulatory boards and agencies. Highlighted below are other forms and documents that typically accompany an address change form.

  • Vehicle Registration and Driver's License Update Form: Essential for updating personal information with the Department of Motor Vehicles to ensure vehicle registration and driver's license records are current.
  • Voter Registration Update Form: To ensure the ability to vote in local, state, and federal elections, this form updates your registered voting address.
  • IRS Form 8822: For notifying the Internal Revenue Service of a change in address, crucial for ensuring that tax documents and refunds are sent to the right place.
  • Postal Service Change of Address Form: To reroute mail from the old address to the new one, preventing important mail from being missed or lost.
  • Utility Transfer or Change of Address forms: Necessary for transferring services like electricity, water, gas, and internet to a new address without interruption.
  • Insurance Notification Forms: To update home, auto, health, and life insurance policies, ensuring that coverage is aligned with the new address and potential new requirements or risks.
  • Banking and Credit Card Company Notifications: Required to update account information and billing addresses for all bank accounts and credit cards, ensuring statements and new cards are accurately delivered.
  • Professional Licensing Board Notification: Apart from the CPA/PA licensure, other professional licenses may need updating with the new address to maintain compliance with state licensing requirements.

Managing an address change in California, particularly for licensed professionals and firms, extends beyond merely submitting an address change form. It encompasses a holistic approach to updating all facets of one's personal, professional, and financial life to reflect their new location. By considering and completing all related forms and documents, individuals and firms can ensure minimal disruption to their operations and maintain compliance with state and federal regulations. The Address Change California form is just the starting point in a comprehensive updating process.

Similar forms

The Voter Registration Form is one similar document, primarily because it also requires the submission of current and previous addresses to ensure the applicant's eligibility to vote in their local district. It plays a crucial role in keeping electoral rolls updated, much like the Address Change California form maintains current records for licensed professionals.

US Postal Service Change of Address Form is another document that shares similarities, designed to reroute mail from an old address to a new one. It ensures that all correspondence reaches the individual or entity, paralleling the way the Address Change California form guarantees that all official communications from the California Board of Accountancy are correctly directed.

The DMV Change of Address Form is used to update a driver's license, vehicle registration, and identification card information with a new address. This is necessary for maintaining accurate records and ensuring compliance with legal requirements, akin to how the Address Change California form helps licensees stay compliant with the state's regulations regarding address updates.

IRS Form 8822, Change of Address, serves a similar purpose for tax purposes, ensuring that any communications, refunds, or necessary tax documents are sent to the right address. This form helps prevent miscommunications and missed notices from the IRS, mirroring the Address Change California form's role in preventing miscommunication with the California Board of Accountancy.

Employment Change of Address Forms within various organizations allow employees to update their address information for payroll and benefits purposes. Keeping these records current helps ensure that employees receive important documents and payments without delay, similar to how the Address Change California form facilitates uninterrupted communication between the board and licensees.

Banking Change of Address Forms are necessary for any account holder who moves, ensuring that statements, notices, and other relevant correspondences are correctly addressed. The importance of updating this information parallels the necessity of updating professional licensing records via the Address Change California form to avoid any disruptions in professional notifications or opportunities.

The College or University Address Change Notice allows students to ensure that their institution has the correct details for sending out grade reports, alerts, and other critical communications. Like the Address Change California form, it’s vital for keeping the lines of communication open between the institution and the individual to avoid any missed information.

Lastly, the Health Insurance Information Change Form, used by policyholders to update their address with their insurance provider, ensures that all communications and billing statements are sent to the right location. It is crucial for maintaining the accuracy of records and the uninterrupted flow of benefits, paralleling the objective of the Address Change California form in maintaining an accurate and current address of record for licensed individuals and firms.

Dos and Don'ts

When it comes to updating your address with the California Board of Accountany (CBA), it's critical to follow certain dos and don'ts to ensure the process goes smoothly. Here are some vital guidelines to keep in mind:

  • Do complete a separate Address Change Notice for each license type you hold. This ensures all your records are updated accurately.
  • Do print clearly to prevent any misunderstandings or delays in processing your address change. Your handwriting should be legible to anyone who might be processing your form.
  • Do understand that your address of record is public information. This means anyone can access it, so choose an address you’re comfortable sharing publicly.
  • Do provide a street address if your address of record is a PO Box or Mail Drop. This is a requirement and ensures that there is a physical location on file for your licensure.
  • Do confirm your change of address on the CBA’s License Lookup to ensure that your address has been updated in the system.
  • Don't forget to provide both your new and former addresses. It’s important that the CBA knows where you’re moving from and to.
  • Don't neglect the option to opt-out of having your name included on the list the CBA sells for mailing list purposes. If you value your privacy, remember to check this box.
  • Don't delay in notifying the CBA about your address change. A licensee who fails to notify the CBA within 30 days may be subject to fines.
  • Don't overlook signing the form. An unsigned form is considered incomplete and will not be processed. Your signature also certifies the truth and accuracy of the information you’ve provided.

Following these guidelines will help ensure a smooth and efficient update to your address records with the California Board of Accountancy. Always remember that keeping your professional licensure information current is not only a compliance matter but also a critical component of maintaining the integrity of your professional status in California.

Misconceptions

There are several misconceptions about the Address Change Form for California, particularly for licenses. Clarifying these misconceptions can help ensure that individuals and firms comply with the requirements efficiently and effectively.

  • Misconception One: Only one address change form is needed regardless of the number of licenses. In reality, a separate address change notice must be submitted for each license type you hold. This ensures that all your licensure records are accurately updated across the board.
  • Misconception Two: Your new home address is kept confidential. It's important to understand that if you are a licensed CPA/PA or firm, your address of record becomes public information. Any correspondence from the California Board of Accountancy (CBA) will be sent to this address, and it can also be accessed through their website.
  • Misconception Three: PO Boxes or mail drops can serve as the only address of record. The form requires those who use a PO Box or mail drop for their address of record to also provide a physical street address. However, this street address will not be made public on the CBA's Web License Lookup. This requirement ensures that there's a verifiable location for each licensee, even though it remains confidential.
  • Misconception Four: The form is the only way to submit an address change. While this form simplifies the process, the California Board of Accountancy accepts other forms of written notice for an address change. This flexibility allows licensees to notify the CBA in a manner that's most convenient for them, as long as the communication is clear and contains all required information.

Understanding these aspects of the Address Change Form can alleviate unnecessary worries and help ensure that the process is completed correctly. Remember, failing to notify the California Board of Accountancy within 30 days of an address change can lead to fines, so it's crucial to stay informed and compliant.

Key takeaways

When it comes to updating your address with the California Board of Accountancy (CBA), the Address Change California form is an essential document for licensed Certified Public Accountants (CPAs), Public Accountants (PAs), and firms. Here are ten key takeaways to keep in mind:

  1. Each license type requires a separate address change notice to be submitted. This means if you hold multiple licenses, you must fill out and submit a form for each one.
  2. The Address Change form requires detailed information, including your name, the type of licensure you hold, and your license number. Accuracy is key to avoid processing delays.
  3. If you represent a firm, you need to include the firm's name and license number. This includes specifying the type of business entity, such as a corporation or partnership.
  4. It is mandatory to specify your new address of record. This address becomes public information and is where all correspondence from the CBA will be directed.
  5. For those using a PO Box or Mail Drop as an address of record, a physical street address must also be provided for the CBA's records. However, this physical address will not be made publicly available on the CBA’s website.
  6. The form also accommodates an alternative address for receiving mail, separate from the address of record. This option provides flexibility for licensees who use mail drops or PO boxes.
  7. Licensees must include their daytime phone number. This ensures the CBA can reach you if there are any questions or issues with your address change.
  8. Verification of the change of address can be confirmed through the CBA’s License Lookup on their website. This feature allows licensees to ensure their information is updated correctly.
  9. Failing to notify the CBA of an address change within 30 days may result in a citation and fine. Fines can range from $100 to $1000, underscoring the importance of timely updates.
  10. Licensees have the option to opt-out of having their names included in the CBA’s mailing list, which is sold for mailing list purposes. This can be important for those concerned about privacy.

Filling out and submitting the Address Change California form is a straightforward but crucial process for maintaining compliance with CBA regulations. By understanding these key points, licensees can ensure they fulfill their obligations and continue their practice without interruptions.

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Fact Name Description
Form Requirement A separate notice is required for each license type when submitting an address change.
Public Information The address of record for a licensed CPA/PA or firm is public information.
Correspondence Address All CBA correspondence will be sent to the address of record.
Alternate Address Provision If the address of record is a PO Box or Mail Drop, a street address must also be provided, but it will not be posted online.
Verification Method Licensees can confirm their address change on the CBA's License Lookup website.
Penalty for Non-compliance Failure to notify the CBA within 30 days of an address change may result in a citation and fine ranging from $100-$1000, as stipulated by specific sections of the California Code of Regulations.
Mailing List Opt-Out Licensees have the option to opt-out of having their name included on a list sold for mailing list purposes.