Steps to Become a New or a Returning

Tax-Aide Client Facilitator

Click here to complete the application process on the AARP website
Enter your AARP user name and password
- If you have never registered for AARP, click on the “Create Account” link
- Then enter your email address twice, your password, your name, zip code, birthday, the security challenge, yes to the User Agreement and select the Register link
Then complete and submit the Tax-Aide Volunteer Application that appears

When you have reviewed the above materials and are ready to take the quizzes, click here
If you are a new Client Facilitator, you will need to set up a username and password for your IRS Account.
On the “2024 VITA/TCE Certification Test” page that appears, click on the link of the test you want to take.
Test hint: We are TCE-AARP Volunteers.

Once you have passed both tests you will see the “2024 VITA/TCE Certification Test” page again. That page now indicates you passed both tests.
Click on the “My Account” tab that is right next to the “2024 VITA/TCE Certification Test” tab.
On the “My Account” page that appears, make any necessary additions or changes to your information.
Returning CFs typically must just update the number of years that you have volunteered.
Then click on the “Save” button at the bottom of the page.
You will then return to the “2024 VITA/TCE Certification Test” page. In the right hand column on that page:
- Check the check box that allows you to electronically sign your Volunteer AgreementThen click on the link located just below that check box labeled “Click here to open and complete your Volunteer Agreement”Complete the Volunteer Standards of Conduct Agreement, Form 13615, that appearsPrint the Volunteer Standards of Conduct Agreement form by either saving it as a PDF file or by printing the form on paperSend an email to your CF Coordinator at jackieschibline@gmail.com
- In the email, either:
  - Attach your Form 13615 PDF file, (Preferred method), or,
- Request the address from your CF Coordinator where to send the paper copy of your Conduct Agreement

Click here to access the 2 mandatory on line courses on the Volunteer Portal
You MUST use a computer to successfully access the on line courses on the AARP portal. A tablet device, such as an iPad, will not work.
Once you are see your home page of the volunteer portal, then select the “Training” option on the Menu Bar at the top of the page.
You can access each of the on line courses by clicking on the appropriate box located near the bottom of the page
- Complete the AARP Policies and Procedures TY2024 FIRST
- Complete the AARP Technology and Security TY2024 SECOND
- Complete the AARP Tax-Aide Reimbursement for Volunteers TY 2024 – OPTIONAL

New Client Facilitators: either Tuesday, January 14, 2025 or January 21, 2025 from 9 am to 4 pm,

Returning Client Facilitators: either Thursday, January 16, 2025 from 9:00 am to 3:00 pm OR January 23, 2025 from 9:00 am to 3:00 pm in the Hearth Room