Form 2587 (Rev 3-2024)-2026

1. Click ‘Get Form’ to open Form 2587 in the editor.
2. Begin by entering your last name, first name, and middle initial in the designated fields. Ensure accuracy as this information is crucial for identification.
3. Fill in your mailing address completely. If you reside outside the United States, do not abbreviate the country name and include province and postal code if applicable.
4. Provide your primary telephone number and date of birth in the specified formats (mm-dd-yyyy). This information helps verify your identity.
5. Enter your Preparer Tax Identification Number (PTIN). If you do not have one, follow the instructions provided on the next page to obtain it online.
6. Review all entered information for accuracy before submitting. Once completed, you can save or print the form directly from our platform.

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