Renewal of enrollment

Information about renewal of enrollment for the April 1, 2026-March 31, 2029, period

The Joint Board expects to release an updated Form 5434-A in January 2026 to apply for renewal of enrollment for the April 1, 2026- March 31, 2029, period. Please wait until the updated form is available before applying. We are sorry for any inconvenience.

Information about renewal of enrollment for the April 1, 2023-March 31, 2026, period

Use Form 5434-A, Joint Board for the Enrollment of Actuaries - Application for Renewal of Enrollment PDF (Rev. 11-2023) to apply for renewal of enrollment for the April 1, 2023-March 31, 2026, period.

If you renewed your enrollment for the April 1, 2023-March 31, 2026, period, please check the roster posted on this page to verify your active enrollment status. Report any issues to nhqjbea@irs.gov.

If you are in inactive status and want to return to active status for the April 1, 2023–March 31, 2026, period, please review the Joint Board regulations and follow the applicable instructions below. Note: You must apply for reinstatement to active status by Dec. 31, 2025, to avoid the additional requirements for reinstatement in the following cycle, or, if you are in your third inactive cycle, to avoid termination of your enrollment.

Instructions:

• If you were eligible to use the “20-” prefix, you must satisfy the CPE hours requirement that would have applied had you timely renewed. You may submit your completed Form 5434-A and renewal fee at Pay.gov or by mail or private carrier.
• If you were not eligible to use the “20-” prefix, you must satisfy an increased CPE hours requirement, as well as a certified pension actuarial requirement. These requirements are set forth at section 901.11(l)(7)(ii) or (iii) of the Joint Board regulations. After you have satisfied these requirements:
  • Complete Form 5434-A PDF. Your Form 5434-A should reflect the increased CPE hours specified at section 901.11(l)(7)(ii) or (iii) of the Joint Board regulations, depending on whether you are in your second or third inactive cycle, respectively.
  • Complete Schedule A (from Form 5434 PDF). Complete a separate Schedule A for each employer within the applicable period specified under section 901.11(l)(7)(ii) or (iii), as applicable. You should report only experience that you believe will qualify as responsible pension actuarial experience (not merely responsible actuarial experience). The individual(s) asked to certify your responsible pension actuarial experience must meet the requirements of section 901.1(j).
  • Submit your completed Form 5434-A, Schedule(s) A, and renewal fee to the address indicated on Form 5434-A. Do not use Pay.gov.

Please note that if the most recent prefix you were eligible to use was "11-" or earlier, your enrollment has terminated, and you must apply for enrollment as a new enrolled actuary by submitting Form 5434. Please see section 901.12 of the Joint Board regulations for the requirements for initial enrollment, including the 10-year limit for recognition of the EA-2 examinations in section 901.12(d) of the Joint Board regulations.

General information concerning renewal of enrollment

An Enrolled Actuary's enrollment to practice is renewable every three years. To qualify for renewal of enrollment an Enrolled Actuary must certify that he/she has satisfied the continuing professional education (CPE) requirements specified in the Joint Board's regulations.