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Maintain Your Enrolled Retirement Plan Agent Status

Renewal:

  • Renewal Cycle: Every 3 years based on the last digit of your social security number (renewal period is between 4/1 – 6/30 each year). If your SSN ends in:
    - 0, 1, 2 or 3 – your first renewal cycle is April 1, 2016.
    - 4, 5 or 6 – your first renewal cycle is April 1, 2017.
    - 7, 8 or 9 – your first renewal cycle is April 1, 2015.
  • Renew using Form 8554-EP, Application for Renewal of Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent

Continuing Education (CE) Requirements:

 

Page Last Reviewed or Updated: 18-Jul-2014