California Board of Accountancy

CBA Forms

CBA's forms are in the Adobe PDF format or available to submit online, as noted. In order to fill out, view, and print PDF forms, please download and install the FREE Adobe Acrobat Reader. Please note that you cannot save the form once it is filled out, you can only print it, sign (if required), and mail to the CBA. If you are unable to print the desired form, you can call the CBA's office at (916) 263-3680 to obtain a hard copy.


Consumers

Consumer Complaint Form   About a Licensee - (ONLINE)

Consumer Complaint Form   About a Licensee - (PDF)

Citizens Complaint Form   About the Board - (ONLINE or PDF)

Miscellaneous Forms

Reportable Events - Court Clerk Reporting Form - (PDF)

Reportable Events - Insurer/Licensed Surplus Broker Reporting Form - (PDF)

Licensees

Address Change   Licensee - (PDF)

Attest Experience Acknowledgement Request - (PDF)

CE Extension / Exemption Request - (PDF)

CE Reporting Worksheet - for Renewal - (PDF)

Authorization For The Release of CBA Record(s) - (PDF)

Request For License Verification - (PDF)

Name Change - (PDF)

Reportable Events - Licensee Reporting Form - (PDF)

Status Conversion Form - (PDF)

Wall Certificate/Pocket ID Replacement Request - (PDF)

Firms

Address Change Form - Firms - (PDF)

Wall Certificate/Pocket ID Replacement Request - (PDF)

Authorization For The Release of CBA Record(s) - (PDF)

Request For License Verification - (PDF)


Check Sheet and Licensure Application for:

Accountancy Corporation - (PDF)

Accountancy Corporation Name Change - (PDF)

General Partnership/Limited Liability Partnership - (PDF)

General Partnership/Limited Liability Partnership with Name Change - (PDF)

Fictitious Name for Sole Practitioner - (PDF)

Peer Review

On-line Peer Review Reporting Form (ONLINE)

Peer Review Reporting Form with Instructions - (PDF)

Application to Become a Board-Recognized Peer Review Program - (PDF)

Out-of-State Licensees

Practice Privilege Notification Form - ONLINE (Includes Instructions and Remittance Form)

Practice Privilege Notification Form - PDF (Includes Instructions and Remittance Form) - (PDF)

Practice Privilege Notification - Update Form - (PDF)

CPA Exam Applicants

Client Account - Establish - (ONLINE)

CPA Exam Application - Submit - (ONLINE)

Application Status Check - (ONLINE)

Accommodation of Disabilities Request - (PDF)

Name Change - Exam Candidate - (PDF)

Application Checklist - for First-time Applicants - (PDF)

Application Checklist - for Repeat Applicants - (PDF)

Authorization For The Release of CBA Record(s) - (PDF)

Medical Consideration Request - (PDF)

Section Change Request - (PDF)

CPA Licensing Applicants

Types of Licensure Applicants - (PDF)

Application Materials Checklists

Type A, B, or C - (PDF)
Type D - (PDF)
Type E - (PDF)
Type F - (PDF)

Request for Licensing Application Packet - to have a hardcopy mailed to you - (PDF)


Address Change - (PDF)

Application for CPA Licensure - (PDF)

Authorization for Release of Exam & Licensure Information - (PDF)

Certificate of Attest Experience for Public Accounting - (PDF)

Certificate of Attest Experience for Non-Public Accounting - (PDF)

Certificate of General Experience for Public Accounting - (PDF)

Certificate of General Experience for Non-Public Accounting - (PDF)

Authorization For The Release of CBA Record(s) - (PDF)

Criminal Conviction Disclosure - (PDF)

Fingerprinting Packet Request - (PDF)

Live Scan Services - (PDF)

Continuing Education Pattern Required for Re-Issuance - PDF

Name Change - (PDF)