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JBEA · Joint Board Notice

JBEA News: General instructions for enrolled actuaries currently in active status

General instructions for enrolled actuaries currently in active status
Issued Dec 31, 2025

To timely renew your enrollment, you must complete your continuing professional education (CPE) requirements by Dec. 31, 2025 and submit your completed Form 5434-A, Joint Board for the Enrollment of Actuaries - Application for Renewal of Enrollment PDF and renewal fee by March 2, 2026. Before completing and submitting your Form 5434-A, make sure you review the requirements for renewal set forth at section 901.11 of the Joint Board regulations.

If you meet both deadlines, you may begin using the "26-" prefix with your enrollment number beginning April 1, 2026, regardless of whether you received an official renewal notice from the Joint Board.

If you were not eligible to use the "23-" prefix, please follow the instructions for returning from inactive status, below.

Application and payment options

You have the option of applying and paying electronically at Pay.gov. If you use Pay.gov, you will be able to complete and submit your Form 5434-A online and pay your renewal fee by credit or debit card or bank account (ACH). If you choose not to use Pay.gov, you still may submit your completed Form 5434-A and renewal fee by USPS or a private delivery service. The address for both USPS and private delivery services is:

Internal Revenue Service
Office of Enrollment
127 International Drive, Room EA 125
Franklin, TN 37067

If you miss a deadline

If you miss either deadline and do not receive an official renewal notice dated prior to April 1, 2026, you will be treated as inactive from April 1, 2026, until the date the Joint Board sends your official renewal notice. Renewal applications are processed in the order that they are received. Therefore, if you miss a deadline, you could be placed in inactive status until your application is processed. While in inactive status, you are ineligible to perform services as an enrolled actuary. You may not, directly or indirectly, indicate you are enrolled or use the term "enrolled actuary," the designation "E.A.," or other form of reference of eligibility to perform pension actuarial services as an enrolled actuary.

JBEA News: General instructions for enrolled actuaries currently in active status · https://pensionresource.website/EAMain?content=EAMain.Law&id=jbea-general-instructions-for-enrolled-actuaries-currently-in-active-status · printed Oct 16, 2026
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