I have just been through this exercise.
I have an FI(R) and the requisite hours for a CRI. After exchanging emails with the CAA Policy Department I was told:
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Assuming all the required things are in place, all you need to do is submit an Instructor Form 1 (Form FCL 675 Issue 5) completed at sections 1, 3, 4, 5, 6 and 14 together with the requisite rating issue fee, logbook evidence of the required flying experience and evidence of a current single engine aeroplane rating and FI(A) by no later than 16 September 2012. The CRI(SPA) on issue will have the same validity as the F(A).
I filled in the form, visited the counter service at Gatwick, had my wallet lightened and got CRI added to my licence.
Not sure about why the stipulation "before 16 September 2012" - but be aware that the CAA Licensing services are not available 13-16 September (see:
http://www.caa.co.uk/docs/33/srg_lts...v1Aug%2012.pdf)
OC619
P.S. They get a lot of knocks - but I found everyone at the CAA very helpful while I was working out how to do this
So how come I was told I had to do all the CRI groundschool (apart from the teaching and learning element), flight training and test when I wanted to do this? There seems to be a frustrating lack of consistency at the CAA - you were lucky to get the right person and I must have just got the wrong clerk on the wrong day! Doh!
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In my case, I wanted to be able to teach aerobatics to qualified pilots.
It's all too late now as the rules change in just under four weeks time but, under JAA requirements, you never needed an instructor rating of any kind to teach aerobatics to qualified pilots. What is more, the JAA FI rating never included that privilege in any case.
It is true that anyone could "coach" aerobatics, but I don't think they could charge for it and I don't think both of them could log the time. It is also true that the FI rating doesn't include privileges to teach aerobatics, but having to do the additional training and testing required to remove the no aerobatics restriction does imply that it is legitimate for a so qualified FI to do it.