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Official form guide
Form 2624: Consent for Third Party Contact
IRS Form 2624 is Consent for Third Party Contact, used to authorize the IRS to contact a third party on behalf of the income recipient. The consent authorizes disclosure for a period of three months from the date of this consent.
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IRS Form 2624 - Consent for Third Party Contact
IRS Form 2624 is Consent for Third Party Contact, used to authorize the IRS to contact a third party on behalf of the income recipient. The consent authorizes disclosure for a period of three months from the date of this consent.
Risk Radar
Scan points- 1Failure to have both spouses sign when joint on the document invalidates consent or revocation.
- 2Failing to sign as the income recipient (or spouse) when required by Part 1 or Part 3.
- 3Not providing all five pieces of information in Part 2 (TIN/Employer #, Payer Name, Account #, Address, City/State/ZIP).
- 4Forgetting to specify the taxable year on Form 2624 when granting consent in Part 1.
- 5Mailing the form only to the IRS and omitting mailing it to the specified third party (Payer/Employer).
Plain English
This form allows an individual to give permission to the Internal Revenue Service (IRS) to talk with another entity, like a bank or employer. It is used when you need the IRS to contact someone else about your income records. By signing it, you control who gets to share information with the IRS.
Submission Date
- Filing date: 2017-11-09 17:00:12
- 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
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What this form is for
- Use this form when authorizing the IRS to contact a third party on your behalf or to revoke an existing authorization.
- Do not use this form when you are simply requesting corrected income statements or written verification of income amount, unless you are also authorizing contact.
- Check Form 18706T instead when referencing the catalog number for this specific revision.
Form selector
Use this form or another form?
Need to authorize disclosure from a financial institution
The form specifies special rules regarding financial institutions that must be observed.
✓ Check Part 1 of Form 2624
Need to revoke an existing consent
Part 3 allows the income recipient to specifically state which prior consent is being revoked.
✓ Check Part 3 of Form 2624
Have multiple payers/records needing authorization
You must complete a separate section for each payer whose records are authorized.
✓ Check Part 1 of Form 2624
Deadline or filing window
The consent authorizes disclosure for a period of three months starting from the date written on Form 2624. This authorization can be revoked at any point before those records are disclosed. There is no specific filing deadline mentioned, only the duration of the permission granted.
Checklist
What you need before filling it out
Part 1 (Consent)
Name(s) shown on return; Taxpayer identification number; Payer name; Account number; Payer street address; Payer city, state, ZIP code · Form 2624
Financial Institution Clause (Part 1)
Financial institution must be a payer/employer · Part 1 of Form 2624
Revocation Details (Part 3)
Name of the third party; Taxable year · Part 3 of Form 2624
Spousal Signature Requirement
Both signatures required if both are on the information document · Instructions for Form 2624 (p.2)
Contact Authorization
Signed consent is required before contact can occur · Part 1/Instructions p.1 & p.2
Before you submit
- 1Ensure all Name(s) shown on return are accurately listed.
- 2Confirm you have provided the Taxpayer identification number in Part 2, Line 1 (or use it for initial consent).
- 3Verify that the Payer name and Account number are correctly entered in Part 2.
- 4Check that the required three-month authorization period is understood when consenting.
- 5If revoking consent, verify that you have specified the correct tax year in Part 3.
- 6Confirm both signatures (yours and spouse's) if applicable to the information document.
- 7Ensure the form is mailed to the IRS office listed on your most recent notice or letter.
How to file this form
- 1Complete Part 1 by providing the name of the financial institution, employer, or payer/debtor and the relevant tax year for which income records are being authorized.
- 2Fill out Part 2 with the specific details: Taxpayer ID number, Payer name, Account number, Street address, City, State, and ZIP code.
- 3If revoking consent, complete Part 3 by naming the third party and specifying the taxable year for which the prior consent is being revoked.
- 4Sign the form (and have your spouse sign if applicable), noting the date and daytime telephone number in the appropriate spaces.
- 5Mail the signed Form 2624 to the IRS office listed on your most recent notice or letter.
Known limitations
- 1A financial institution may not disclose financial records unless permitted or required by law.
- 2A financial institution can't require IRS Form 2624 as a condition of doing business with it.
- 3If the income recipient is unable to acquire corrected income statements or written verification, they may request the IRS contact the third party on their behalf.
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 is Revision 11-2017, dated November 2017; the form directs users to www.irs.gov/Form2624 for the latest information.
What changed or needs a fresh check
- Edition date — confirm the revision date reads 11-2017
- Catalog Number — confirm it is 18706T
- Mailing address — confirm you are mailing to the IRS office listed on your most recent notice or letter
- Signature — ensure the income recipient signs, and both spouses sign if joint
- Authorization period — confirm the consent authorizes disclosure for a period of three months from the date of consent
Quick Facts
Downloads
After you file
- 1The income recipient must mail Form 2624 to both the IRS and the third party listed in Part 1.
- 2If revoking consent, the signed Form 2624 must be returned to the IRS office listed on the most recent notice or letter received.
- 3When authorizing contact, the income recipient should keep a copy of the signed form.
- 4The authorization period for disclosure is three months from the date the consent is dated.
Sources
- SRCForm 2624's purpose is to authorize the IRS to contact a third party on behalf of the income recipient. | Instructions p.1
- SRCThe consent authorizes disclosure for three months from the date of this consent. | Form p.1
- SRCPart 1 requires information about the return filed (e.g., financial institution, employment, or other payer records). | Form p.1
- SRCIf the payer is a financial institution, it may not disclose records unless permitted/required by law. | Form p.1
- SRCTo revoke consent, Part 3 requires specifying the third party and tax year to be revoked for. | Form p.1
- SRCPart 2 requires five pieces of information: Taxpayer ID (Line 1), Payer Name (Line 2), Account Number (Line 3), Street Address (Line 4), and City/State/ZIP (Line 5). | Form p.2
- SRCThe income recipient must sign the consent form, and both parties must sign if jointly listed. | Instructions p.1 / Form p.2
- SRCWhen using Part 3 to revoke, return the signed Form 2624 to the IRS office listed on the most recent notice or letter received. | Instructions p.2
Common confusion points
Who must sign Form 2624?
The income recipient must sign; if both the filer and spouse are on the information document, both must sign.
→ Check Part 1 or Part 3 to confirm required signatures.
What is the difference between Part 1 and Part 3?
Part 1 authorizes a new disclosure for a specific tax year, while Part 3 revokes previously submitted consent for a specific tax year.
→ Verify which action you are taking by reading the introductory sentence of each part.
Does the third party have to be a financial institution?
No; the payer can be an employer or other debtor who reported income to the IRS.
→ Review Part 1 fields and instructions to confirm the type of entity being authorized/revoked.
What happens if I don't fill out all of Part 2?
The consent may not be properly associated with the IRS records, requiring more work later.
→ Ensure Taxpayer ID (Line 1), Payer Name (Line 2), Account Number (Line 3), Address (Line 4), and City/State/ZIP (Line 5) are provided.
When must I use this form?
To authorize the IRS to contact a third party on your behalf or to revoke that authorization.
→ Check the introductory statement on Form 2624 before filling out any parts.
Does my spouse need to sign if we only have one account?
No, but both parties must sign if they are jointly listed on the information document in question.
→ Refer to the instructions for Part 1 and Part 3 regarding joint accounts.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Not stated in the official source — verify on the agency site (A revocation is done via Part 3 of Form 2624)
Questions about IRS Form 2624
What is IRS Form 2624 used for?
This form allows an individual to give permission to the Internal Revenue Service (IRS) to talk with another entity, like a bank or employer. It is used when you need the IRS to contact someone else about your income records. By signing it, you control who gets to share information with the IRS.
Who must file IRS Form 2624?
The income recipient must sign Form 2624. If both the taxpayer and their spouse are on the information document in question, both must sign.
What information does IRS Form 2624 require?
Part 1 details the specific Information Return filed with the IRS. Part 2 collects identifying data such as the taxpayer identification number, payer name, account number, street address, and city/state/ZIP code. Part 3 is used when revoking consent.
When is IRS Form 2624 due?
The authorization period granted by this consent lasts for three months from the date of this consent. The form can be revoked at any time before the records are disclosed.
Where do I file IRS Form 2624?
When submitting Form 2624, the income recipient mails the consent both to the IRS and to the third party mentioned in Part 1. If revoking consent, the signed form should be returned to the IRS office listed on the most recent notice or letter received.
How do I complete IRS Form 2624?
To give consent, fill out Part 1 with details of the return and then provide identifying data in Part 2. If revoking permission, use Part 3, detailing the original payer and tax year. Finally, ensure the income recipient signs the form; both parties must sign if applicable.
What happens if IRS Form 2624 is filed incorrectly?
The financial institution/employer/payer cannot be contacted on your behalf without a signed consent. Failure to properly complete this form prevents authorized third-party contact by the IRS.
Who must sign Form 2624?
The income recipient must sign; if both the filer and spouse are on the information document, both must sign. Check Part 1 or Part 3 to confirm required signatures.
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