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Form 5434-A (Rev 11-2023) Joint Board for the Enrollment of Actuaries Application for Renewal of Enr-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your last prefix and enrollment number in the designated fields. This is crucial for identifying your application.
  3. Fill in your personal information, including your last name, first name, middle name or initial, business name (if applicable), address, city, state, daytime phone number, email address, and ZIP code. If any information has changed since your last submission, check the appropriate box.
  4. Complete Items A-C under Section 3 by entering total credit hours of qualifying professional education completed in each category. Ensure you provide accurate numbers for core and non-core hours.
  5. For Item D in Section 3, confirm whether you have completed all required continuing professional education credit hours by December 31, 2022.
  6. In Section 4, answer the questions regarding any findings from authoritative bodies or criminal offenses. Be honest and provide details on a separate page if necessary.
  7. Finally, sign and date the declaration in Section 5 to affirm that all information provided is true and complete.

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An enrolled actuary is any individual who has satisfied the qualifications set forth in the regulations of the Joint Board for the Enrollment of Actuaries and who has been approved by the Joint Board to perform actuarial services under the Employee Retirement Income Security Act (ERISA) of 1974.
EAs have the added ability to represent clients in disputes and offer tax advice, making them more versatile. Enrolled Agents vs. Enrolled Actuaries: Enrolled actuaries specialize in pensions and insurance, using math to assess financial risks.

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2023 irs application renewal enrollment 5434

Application for Enrollment

Form 5434 (November 2023) Joint Board for the Enrollment of Actuaries Application for Enrollment. Read the instructions on pages 3-4 before completing this

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