Identity & Access Frequently Asked Questions (FAQs)
12/12/2023
Do I still need to submit IRS documentation to the External User Services (EUS) Help Desk
when establishing a user account?
In most cases, no. If you are an Authorized Official or an Access Manager listed on an approved
existing enrollment in PECOS for your Organization, your employment relationship will be
automatically approved. If you are a Staff End User you must receive an invitation request from
your AO or AM registered in the system. If you are a newly enrolling entity, AO or AM that is not
listed on an existing enrollment, or an AO or AM for a 3rd Party that does not have an NPI and
does not qualify as an enrolling entity then you will need to submit IRS documentation to EUS for
review prior to receiving approval for your role with the organization. You must submit a copy of
your CP 575 or one of the other approved IRS documents, which include: LTR 147C, Form 941
Payment Voucher, EFTPS Form 9787, CP225, CP504, Form 6166, LTR 387C, LTR 2782C,
CP138, CP267, LTR 2645C, CP210, CP402, CP2100A, LTR 1382C, and IRS FAX.
How can an Access Manager regenerate the Confirmation page or the Access Manager
Certification so the Access Manager knows what steps to take to be vetted and approved?
When an Access Manager (AM) is in a “Pending Approval” status for an organizational employer,
the Access Manager Add Employer Confirmation page and/or the Access Manager Certification
can be generated. The Access Manager can select the Tracking ID link, displayed for the
employer on the My Profile page, to regenerate the Add Employer Confirmation page that displays
the required information to be vetted. The Access Manager may also select the “Access Manager
Certification” button found in the employer section of the My Profile page to generate the Access
Manager Certification.
I am not an Authorized Official or Access Manager for my employer; how do I add myself as
staff for that employer?
A staff user who is not an Authorized Official or Access Manager for an employer must be invited
by an Authorized Official or Access Manager for the employer to be added as a Staff End User for
that employer.
My employer information is read only; why can’t I modify it?
If you are an Individual Provider or an Access Manager or Staff End User for an Individual Provider
and you are viewing Individual Provider employer information in My Profile, that information is
based on the Individual Provider's NPPES data and cannot be modified in I&A; this information
must be modified in NPPES. Note that you can modify your Employer E-mail Address for an
Individual Provider employer.
If you are a Staff End User, you cannot modify any employer information except for your Employer
E-mail Address. Only Authorized Officials and Access Managers for organizations can modify
selected employer information in My Profile.
Why can’t I change my employer EIN or Legal Business Name?
You must contact EUS regarding any changes to an employer EIN or Legal Business Name (LBN).
You will be asked to provide a copy of the organization's CP575 (or one of the other approved IRS