Please complete the form below to request the deletion of your Earmark CPE account. Be sure to enter the same email address associated with the Earmark CPE account you would like us to delete. You can check the email address in your Profile in the Earmark CPE app.
Record Retention Requirement
After you submit the form below, we will reach out to you via the email provided to confirm your identity before proceeding with account deletion.
Records that we are required to retain after account deletion
As a NASBA-licensed provider of continuing professional education (CPE), we must maintain certain documentation after account deletion. We must retain adequate documentation for a minimum of five years to support our compliance with NASBA standards and the reports that participants may require. Per NASBA Standard No. 24, evidence of compliance with responsibilities set forth under the Standards that is to be retained by CPE program sponsors includes the following:
- Records of participation
- Dates and locations
- Author/instructor, author/developer, and content reviewer, as applicable, names and credentials. For the CPA and tax attorney acting as an author/instructor, author/developer, and content reviewer for accounting, auditing, or tax program(s), the state of licensure, license number, and status of license should be maintained. For the enrolled agent acting in such capacity for tax program(s), information regarding the enrolled agent number should be maintained.
- Number of CPE credits earned by participants.
- Results of program evaluations.
- Program descriptive materials (course announcement information).