How to Transfer CPA Scores to Another State

Becoming a Certified Public Accountant (CPA) is a significant career milestone, and many professionals earn their credentials in one jurisdiction before seeking licensure in another. While the Uniform CPA Examination is standardized across the United States, with its consistent content, CPA licensure requirements vary significantly among state boards of accountancy. Passing the exam in one state does not automatically grant licensure in all others.

Individuals often need to transfer their CPA exam scores when they pass the examination in one state but seek licensure in another, often due to relocation. Although the exam is uniform, each state board maintains its own rules and regulations governing the full licensure process, including education, experience, and ethical conduct. Transferring scores is a common step to bridge these jurisdictional requirements.

Gathering Required Information and Documents

Before initiating any formal transfer request, understand that licensure requirements, including score transfer, are dictated by the receiving state board for your intended licensure. Thoroughly research the specific regulations of your target state board of accountancy. Each state board outlines its unique criteria for education, experience, and character, which must be met for a successful application.

A comprehensive collection of personal identifying information is typically the first step. This includes your full legal name, current contact details, and date of birth, used to verify identity. You will also need precise details regarding your CPA Exam section scores, including the dates each section was passed. The original jurisdiction where you sat for and passed the CPA Exam is also a required piece of information.

Official academic transcripts are a crucial component, providing verification of your educational background. These documents must be sent directly from all colleges or universities you attended to the receiving state board or to CPA Examination Services (CPAES), which often acts as an intermediary for transcript evaluation. Transcripts confirm that you meet the educational credit hour requirements, such as the common 150 semester hours, and specific coursework in accounting and business. Some states may also require proof of residency or a statement of intent to practice within their jurisdiction, such as a driver’s license or utility bills.

Character reference forms are another common requirement, where individuals who can attest to your integrity complete and submit specific forms. These references often need to be from non-relatives who have known you for a specified period, typically three years or more, and some states may require one reference to be a licensed CPA. Finally, obtain the specific application forms from the receiving state board, which will guide you on how to present all gathered information and documents.

Executing the Transfer Request

Once all necessary information and documents are gathered and prepared per the receiving state board’s requirements, formally submit the score transfer request. The method of submission depends on whether the state board utilizes the National Association of State Boards of Accountancy (NASBA) CPA Central portal or manages applications directly through its own website. Many states process applications through NASBA’s online system, but some state boards prefer direct applications, requiring candidates to use their specific online portals or submit paper forms.

When completing the application, whether online or in paper format, input the academic, personal, and examination details, including your educational history and CPA Exam scores. Application forms guide you through each required field, ensuring all pertinent data. Supporting documents, such as official academic transcripts and character reference forms, are then submitted. For digital submissions, you will typically upload scanned copies; some documents, like official transcripts, may need to be sent directly from the issuing institution in a sealed format.

Application fees are a standard part of the transfer process and are generally non-refundable. The cost for score transfer or initial license application can vary significantly by state, ranging from $50 to $250, with additional fees for specific services or evaluations. Payment is usually made electronically through the application portal. After submission, anticipate receiving a confirmation of receipt from the state board or NASBA.

Processing times for transfer requests and licensure applications vary widely, ranging from a few weeks to several months, depending on application volume and state board procedures. During this period, the state board reviews all submitted documentation, verifies credentials, and may conduct background checks. The board may issue follow-up requests for additional information or clarification if discrepancies or missing details are identified. Promptly responding to any such requests can help expedite the final approval of your CPA license.