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Form 14364: Continuing Education Program Evaluation
IRS Form 14364 is a Continuing Education Program Evaluation used to evaluate content and delivery of IRS programs. The estimated average time required to complete this form is 15 minutes.
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IRS Form 14364 - Continuing Education Program Evaluation
IRS Form 14364 is a Continuing Education Program Evaluation used to evaluate content and delivery of IRS programs. The estimated average time required to complete this form is 15 minutes.
Risk Radar
Scan points- 1Failing to assign a numerical grade (1-5 or NA) for any of the seven evaluation questions.
- 2Failing to assign a numerical grade (1-5 or NA) for any of the seven questions.
- 3Not providing feedback in the comments section regarding strengths/improvements.
- 4Omitting the Date(s) the program was completed on Form 14364.
- 5Leaving the Name of participant field blank when it is applicable to provide.
Plain English
This form allows participants to rate the quality of a continuing education program they finished. By answering questions about objectives, materials, and instructors, the filer helps the Internal Revenue Service improve its training offerings. This information supports the IRS's compliance with provider requirements under 31 C.F.R. part 10.
Submission Date
- Filing date: 2013-08-06 00:00:00
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when a participant needs to evaluate a continuing education program offered by an IRS-issued CE Provider.
- Do not use Form 14364 when you are evaluating a general training course that is not tied to a specific IRS Continuing Education Program.
- Check Form 14364 instead when the evaluation pertains specifically to content and delivery of an IRS continuing education program.
Form selector
Use this form or another form?
Evaluating non-IRS CE
The form is specific to evaluating programs issued by the Department of the Treasury - Internal Revenue Service.
✓ Confirm the provider name matches.
General Program Feedback
This form requires answers to seven specific questions regarding program quality, not just general satisfaction.
✓ Ensure you address all seven numbered items.
Program Completion Record
The form captures details like the 'Date(s) program was completed' and the 'Program number' required for tracking.
✓ Verify the dates match your certificate.
Deadline or filing window
The IRS Form 14364 does not state a specific filing deadline. However, the estimated average time required to complete this form is 15 minutes, suggesting it should be completed promptly after program completion.
Checklist
What you need before filling it out
Full name of CE Provider
The legal name of the entity offering the training · Top section fields
Questions 1-7 (Rating)
A numerical grade from 1 to 5, or NA · Question blocks on page 1
Primary Purpose
To evaluate the content and delivery of IRS continuing education programs · OMB Notice/Instructions
Required Information (Participant)
Name of participant (optional) · Top section fields
Legal Authority
26 U.S.C. § 7801 and § 7803 and 31 U.S.C. § 330 · Privacy Notice section
Before you submit
- 1Ensure you assign a numerical grade (1-5 or NA) for all seven questions.
- 2Confirm that the 'Full name of CE Provider' field is completely filled out.
- 3Verify that the 'Program number' listed matches the official program documentation.
- 4Check if the 'Name of participant' field is completed, even though it is optional.
- 5Review the comments section to ensure you provided feedback on strengths and areas for improvement.
- 6Confirm the form displays the OMB Number 1545-1726.
- 7Verify that the revision date reads 8-2013.
How to file this form
- 1Complete all required fields in the top section, including the 'Full name of CE Provider' and 'Program number'.
- 2Answer questions 1 through 7 by assigning a numerical grade (1 to 5) or selecting NA.
- 3Provide detailed feedback regarding program strengths and areas for improvement within the comments section.
- 4Retain a copy of the completed Form 14364, as books or records must be kept as long as their contents may become material in IRS administration.
Known limitations
- 1Providing information on IRS Form 14364 is voluntary; failure to provide all or part of the information will not affect the filer.
- 2The form may be disclosed to a contractor as necessary to perform the contract.
- 3The estimated average time required to complete this form varies depending on individual circumstances.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition referenced is dated August 2013, and the revision date listed is 8-2013. The source does not specify if this page contains the latest information.
What changed or needs a fresh check
- Edition date — confirm the revision reads 8-2013.
- Catalog Number — confirm it is 59126Z.
- OMB Number — confirm it is 1545-1726.
- Program name — ensure the official title 'Continuing Education Program Evaluation' is present.
Quick Facts
Downloads
After you file
- 1Retain books or records relating to IRS Form 14364 for as long as its contents may become material in the administration of any Internal Revenue law.
- 2The primary purpose of filing this form is to evaluate the content and delivery of continuing education programs offered by the IRS.
- 3If an error occurs, the filer should correct it based on the instructions provided on the form.
- 4The revision date must read 08/13 (August 2013) when using the current edition.
Sources
- SRCForm p.1 — The form is titled Continuing Education Program Evaluation and has Catalog Number 59126Z.
- SRCInstructions p.1 — The evaluation uses a scale from 1 to 5, where 1 is the lowest and 5 is the highest.
- SRCInstructions p.1 — The primary purpose of IRS Form 14364 is to evaluate the content and delivery of continuing education programs.
- SRCInstructions p.1 — The evaluation requests information under authority of 26 U.S.C. § 7801, § 7803, and 31 U.S.C. § 330.
- SRCInstructions p.1 — The estimated average time required to complete the form is 15 minutes.
- SRCForm p.1 — The revision date on file for IRS Form 14364 is August 2013 (Rev. 8-2013).
Common confusion points
What scale do I use for grading?
The source specifies a numerical grade from 1 to 5.
→ Check that you assign a number, not just write words.
When should I select 'NA'?
Select NA if the specific question listed is not applicable to the program completed.
→ Verify this against each of the seven questions on Form 14364.
Do I have to fill out all fields?
No, if a question is not applicable, selecting 'NA' satisfies that field requirement.
→ Ensure you do not leave any required section blank without an explanation or NA.
What should I put in the Comments section?
Provide feedback regarding program strengths and areas needing improvement.
→ Do not simply write "Good" or "Bad"; offer specific details.
Is there a filing deadline?
The source does not state a specific filing deadline, but it is used to evaluate programs completed at various times.
→ Check the form itself for any date stamps related to program completion.
Who must complete this evaluation?
The participant who completed the continuing education program must answer the questions on IRS Form 14364.
Workflow map
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- Not stated in the official source — verify on the agency site
Questions about IRS Form 14364
What is IRS Form 14364 used for?
This form allows participants to rate the quality of a continuing education program they finished. By answering questions about objectives, materials, and instructors, the filer helps the Internal Revenue Service improve its training offerings. This information supports the IRS's compliance with provider requirements under 31 C.F.R. part 10.
Who must file IRS Form 14364?
The form is completed by participants who have finished a continuing education program offered by the IRS or an affiliated entity.
What information does IRS Form 14364 require?
The form collects specific details such as the full name of the CE Provider, the Program name, and the Date(s) the program was completed. Participants also provide feedback on seven specific areas using a 1-to-5 rating scale.
When is IRS Form 14364 due?
There is no specific filing deadline stated; the time required to complete this form varies depending on individual circumstances.
Where do I file IRS Form 14364?
The official source does not list a specific mailing address or service center for submission, but it implies the information supports compliance with continuing education provider requirements.
How do I complete IRS Form 14364?
The participant must answer seven questions by assigning a number grade from 1 (lowest) to 5 (highest), selecting 'NA' if applicable. After grading, feedback on strengths and improvements must be provided in the comments section. The form requires no explicit signature location listed on page 1, but it must be completed before submission.
What happens if IRS Form 14364 is filed incorrectly?
Providing the information on Form 14364 is voluntary; failure to provide all or part of the information will not affect the filer.
What scale do I use for grading?
The source specifies a numerical grade from 1 to 5. Check that you assign a number, not just write words.
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