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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13614-DE: 13614-C (de)

IRS Form 13614‑DE is the electronic version of the Designated Certified Acceptance Agent (CAA) interview and information sheet. It is used when a CAA helps a non‑resident or resident alien apply for an Individual Taxpayer Identification Number (ITIN).

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Form Overview

IRS Form 13614-DE - 13614-C (de)

IRS Form 13614‑DE is the electronic version of the Designated Certified Acceptance Agent (CAA) interview and information sheet. It is used when a CAA helps a non‑resident or resident alien apply for an Individual Taxpayer Identification Number (ITIN).

It captures name, birth date, foreign address, U.S. tax filing status, passport or other ID details, and the reason for needing an ITIN.

Risk Radar

Scan points
  • 1A single typo can trigger a complete ITIN rejection and force a new application.
  • 2Incorrect name spelling or mismatched passport number
  • 3Using an expired or non‑certified ID copy
  • 4Leaving the “reason for ITIN” field blank
  • 5Failing to sign electronically

Plain English

If you need an ITIN and a certified agent is handling your paperwork, the agent will fill out this online form with your personal data and supporting documents. The form replaces the paper interview and is submitted directly to the IRS through the agent’s secure portal.

Submission Date

  • Filing date: 2025-11-04 22:12:11
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

identificationindividualforeignpaper

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What this form is for

  • Use when a CAA is preparing an ITIN application for you.
  • Do not use if you are applying for an ITIN without a CAA; use Form W‑7 instead.
  • Check Form 13614‑DE instructions if the applicant has a U.S. visa that also serves as ID.

Form selector

Use this form or another form?

Applicant has no CAA

Direct filing with IRS

✓ Verify that all original documents are attached

Form W‑7

Renewing an expired ITIN without a tax return

No CAA needed

✓ Confirm the ITIN expiration date

Form W‑7 (renewal)

Applying for an ITIN and filing a joint return with a spouse who has a SSN

Ensures correct joint filing status

✓ Verify spouse’s SSN matches IRS records

Form 13614‑DE with spouse’s SSN entered

Deadline or filing window

There is no fixed deadline for filing Form 13614‑DE, but the ITIN must be obtained before the tax return due date (typically April 15) if the return requires the number. Late ITIN requests can be submitted after the filing deadline, but processing may take 6‑8 weeks.

  • —Number of dependents | count() | Total dependents | Verify each dependent has a valid ID

Checklist

What you need before filling it out

1

Applicant name

Passport or national ID · Passport front page

⚠ Misspelled name✕ High
2

Birth date

Birth certificate or passport · Birth certificate

⚠ Wrong format (MM/DD/YYYY)✕ Medium
3

Foreign address

Utility bill or bank statement · Recent statement (last 12 months)

⚠ Out‑of‑date address✕ Low
4

Reason for ITIN

Tax return or treaty claim · Copy of tax return

⚠ Blank field✕ High
5

Signature

Electronic CAA signature · e‑Signature log

⚠ Missing signature timestamp✕ High

Before you submit

  1. 1All required ID documents are scanned as certified copies
  2. 2Applicant’s name matches the ID exactly
  3. 3Birth date entered in correct format
  4. 4Reason for needing an ITIN is selected and described
  5. 5Electronic signature of the CAA is applied
  6. 6All required tax documents (e.g., tax return) are attached
  7. 7Form version matches the current IRS edition

How to file this form

  1. 1Log into IRS e‑Services with CAA credentials
  2. 2Select “Create New Form 13614‑DE”
  3. 3Enter applicant personal data field by field
  4. 4Upload each supporting document to the designated slots
  5. 5Review the populated form for completeness
  6. 6Apply electronic signature and submit
  7. 7Save the confirmation receipt for the applicant’s records

Known limitations

  1. 1The electronic system does not accept JPG files – only PDF
  2. 2System may time out after 30 minutes of inactivity, requiring a restart
  3. 3No automatic validation of foreign address formats
  4. 4The form does not capture dual citizenship details beyond what is required for the ITIN

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 13614‑DE is currently accepted for all ITIN applications processed through a Certified Acceptance Agent. No paper version is required when using the electronic system.

What changed or needs a fresh check

  • Edition date – verify the form is the 2024 version on the IRS website
  • Fee – no filing fee for the ITIN application itself, but CAA may charge a service fee
  • Mailing address – not applicable for electronic submission
  • Electronic signature – ensure the CAA’s e‑signature is active
  • Supported file formats – PDFs only for ID copies

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Quick Facts

A Certified Acceptance Agent (CAA) completes the form on behalf of the applicant.
It captures name, birth date, foreign address, U.S. tax filing status, passport or other ID details, and the reason for needing an ITIN.
The form is completed whenever an applicant applies for a new ITIN or renews an expired ITIN, typically before filing a U.S. tax return that requires the number.
The CAA enters the data into the IRS e‑Services portal and uploads scanned copies of supporting documents. No mail to the IRS is required from the applicant.
Errors or missing documents cause the IRS to reject the ITIN request, delaying the taxpayer’s ability to file a return or claim treaty benefits.
1. The applicant provides original ID documents to the CAA. 2. The CAA logs into the IRS e‑Services system, selects Form 13614‑DE, and enters the applicant’s information. 3. The CAA uploads certified copies of the ID and any required tax documents. 4. The CAA reviews the completed form, signs electronically, and submits it to the IRS. 5. The IRS returns the ITIN assignment or a rejection notice.

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After you file

  1. 1Save the IRS submission confirmation number
  2. 2Provide the applicant with a copy of the submitted form and receipt
  3. 3Track the ITIN assignment status via the CAA portal
  4. 4If a rejection notice arrives, review the listed errors and correct them
  5. 5Update the applicant’s records with the new ITIN once received
  6. 6File the ITIN number on the upcoming tax return

Sources

  • SRCForm 13614‑DE official title and purposeIRS website
  • SRCCAA role in completing the formIRS e‑Services guidance
  • SRCData fields capturedForm instructions PDF
  • SRCElectronic submission processIRS e‑Services user manual
  • SRCITIN eligibility criteriaIRS ITIN overview page
  • SRCSupported file formatsIRS technical specifications
  • SRCNo filing feeIRS fee schedule for ITIN applications
  • SRCProcessing time estimateIRS ITIN processing timeline
  • SRCVersion date checkIRS form revision history
  • SRCSignature requirementForm 13614‑DE instructions

Common confusion points

ITIN vs. SSN

Applicants think they need an SSN

→ Verify the applicant truly lacks an SSN

Paper vs. electronic

Some think a paper copy is still required

→ Confirm electronic submission is sufficient

Passport vs. national ID

Different countries have different acceptable IDs

→ Check IRS list of acceptable documents

Renewal timing

Applicants assume renewal is automatic

→ Confirm expiration date and need for new form

Joint return filing

Spouse with SSN may be confused about entering SSN

→ Ensure SSN is entered in the spouse field

Workflow map

Related forms and next steps

4 signals

Before

Form W‑7 (paper) – used when no CAA is involved

Current

13614-DE

After

ITIN assignment notice – issued by the IRS after approval

Often used with

IRS e‑Services portal – the platform that accepts Form 13614‑DE

⚠ If something goes wrong

  • Form 13614‑DE error report – view and correct rejected fields

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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