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Form 5434: Joint Board for the Enrollment of Actuaries Application for Enrollment
IRS Form 5434 is the Joint Board for the Enrollment of Actuaries Application for Enrollment, used by individuals seeking enrollment with the Joint Board. The application fee is $680.
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IRS Form 5434 - Joint Board for the Enrollment of Actuaries Application for Enrollment
IRS Form 5434 is the Joint Board for the Enrollment of Actuaries Application for Enrollment, used by individuals seeking enrollment with the Joint Board. The application fee is $680.
Risk Radar
Scan points- 1Ensure you have satisfied the experience/knowledge requirements listed in regulations (Parts 901 and 902) prior to completing Form 5434.
- 2Failing to provide a separate Schedule A for each employer or employment period.
- 3Not listing the dates of employment (mm-yyyy) accurately on Schedule A Block 1.
- 4Omitting the immediate supervisor's contact details in Schedule A Item 4a.
- 5Not providing an enrolled actuary certifier when pension experience is involved.
Plain English
This form allows an individual to apply to become a certified enrolled actuary through the Joint Board. By submitting Form 5434, the applicant authorizes the Joint Board to check their professional qualifications and experience from various sources. Completing this correctly helps establish official status as an enrolled actuary.
Submission Date
- Filing date: 2023-11-17 22:10:20
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when applying for enrollment with the Joint Board for the Enrollment of Actuaries.
- Do not use this form when you are merely updating existing enrollment information, unless that update requires a full re-application.
- Check Form 5434 (Rev. 11-2023) instead when applying to be enrolled with the Joint Board.
Deadline or filing window
The filing window is generally open when an applicant meets all prerequisite qualifications. There is no specific due date provided, but applicants must complete it after satisfying the qualifying experience requirement under section 901.12(b).
Checklist
What you need before filling it out
Application Fee
$680 · Form p.1
Enrollment Status (Item 9)
Check one box (A, B, or C) · Form p.1
Tax Compliance History (Item 13)
Yes/No declaration and required details · Form p.1 / Schedule A
Supervisory Contact Info (Block 4a)
Name, position title, address, email, telephone of immediate supervisor · Schedule A (Form p.2)
Filer Obligation
Providing information on Form 5434 · Form p.4
Before you submit
- 1Complete all fields for sections 1 through 10 on page 1.
- 2Answer the Yes/No questions for items 13, 14, and 15 on page 1.
- 3If applicable, complete Schedule A (Employment Record) with details of your employment history.
- 4Ensure you have provided necessary supplementary pages detailing specific statuses or findings.
- 5Sign item 16 and date item 17 on page 1.
- 6Verify that the application fee is $680, either paid electronically or enclosed with the mailing.
- 7Confirm the form revision date reads November 2023.
How to file this form
- 1Complete all required fields and sections on Form 5434 (Rev. 11-2023), including Schedule A if necessary.
- 2Determine your enrollment status by checking item 9, and provide details on a separate page for options B or C.
- 3Answer the tax history questions (items 13 & 14) and criminal conduct question (item 15) on page 1, providing supporting details as required.
- 4Sign and date the application in item 16 and item 17 on page 1.
- 5Pay the $680 application fee either by visiting www.pay.gov or enclosing a check/money order payable to the Internal Revenue Service.
- 6Submit the completed Form 5434, along with any supplementary pages, to the Internal Revenue Service at 127 International Drive, Room - EA125, Franklin, TN 37067.
Known limitations
- 1The application fee of $680 must be paid to apply for IRS Form 5434.
- 2An applicant may be denied enrollment if the Joint Board finds they submitted false or misleading information on the application (under section 901.12(f)(3)).
- 3If employment with one employer spans multiple periods, and some periods contain responsible pension actuarial experience while others do not, these must be treated as different periods of employment on separate Schedules A.
- 4The form should only be completed after satisfying the qualifying experience (section 901.12(b)), basic actuarial knowledge requirement (section 901.12(c)), and pension actuarial knowledge requirement (section 901.12(d)).
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition is Revision 11-2023, dated November 2023. The source does not point to a separate page for the absolute latest information but provides the specific revision date.
What changed or needs a fresh check
- Edition date — confirm the revision reads November 2023.
- Fee — confirm the application fee is $680.
- Mailing address — verify the submission location is Internal Revenue Service, Office of Enrollment, 127 International Drive, Room - EA125, Franklin, TN 37067.
- Signature — ensure item 16 (Signature) and item 17 (Date signed) are completed on page 1.
Quick Facts
Downloads
After you file
- 1Keep a copy of the completed IRS Form 5434 for personal records.
- 2If mailing the form, keep records of the check or money order submitted with the application.
- 3The primary use of the information collected by the Joint Board is to enforce and administer regulations under ERISA (Employee Retirement Income Security Act of 1974).
- 4If providing false information subjects the applicant to penalties, which may apply regardless of other provisions of law.
Sources
- SRCInstructions p.1 — The application fee is $680.
- SRCInstructions p.1 — To pay electronically, visit www.pay.gov for Form 5434 (Rev. 11-2023).
- SRCInstructions p.1 — Mailing address for submission: Internal Revenue Service, Office of Enrollment, 127 International Drive, Room - EA125, Franklin, TN 37067.
- SRCInstructions p.2 — Schedule A covers employment within the last 10 years.
- SRCInstructions p.4 — A separate Schedule A must be completed for each employer or period of employment.
- SRCInstructions p.3 — Applicants should not complete Form 5434 until qualifying experience (901.12(b)), basic knowledge (901.12(c)), and pension knowledge (901.12(d)) are satisfied.
Common confusion points
What do I need to check before starting Form 5434?
The instructions require reading regulations (Parts 901 and 902 of Title 20 of the Code of Federal Regulations) first.
→ Confirm you have satisfied the experience, basic knowledge, and pension knowledge requirements.
How do I submit my application fee for Form 5434?
You can pay electronically at www.pay.gov or enclose a check/money order for $680 payable to the Internal Revenue Service when mailing the form.
→ Ensure the payment matches the required $680 amount.
What if I worked for one company but in two different roles?
Complete a separate Schedule A for each period of employment, especially if one period had responsible pension experience and the other(s) did not.
→ Number each block of employment on the form and provide a corresponding Schedule A.
Who should certify my actuarial experience?
You must provide your immediate supervisor's name, title, address, email, and phone number (Form 5434, Item 2).
→ If your supervisor isn't an enrolled actuary, you must also list one who can certify pension experience.
What if I have multiple people to verify my experience?
Provide the names, position titles, addresses, and telephone numbers of all individuals appropriate for certification.
→ Ensure these certifiers are listed on Form 5434 as well.
Where do I send the application by mail?
Mail it to: Internal Revenue Service, Office of Enrollment, 127 International Drive, Room - EA125, Franklin, TN 37067.
→ Verify this address is current on the form itself.
Workflow map
Related forms and next steps
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⚠ If something goes wrong
- The application may be delayed or prevented if you fail to provide the requested information.
Questions about IRS Form 5434
What is IRS Form 5434 used for?
This form allows an individual to apply to become a certified enrolled actuary through the Joint Board. By submitting Form 5434, the applicant authorizes the Joint Board to check their professional qualifications and experience from various sources. Completing this correctly helps establish official status as an enrolled actuary.
Who must file IRS Form 5434?
An applicant who wishes to be an enrolled actuary must file IRS Form 5434 (Rev. 11-2023).
What information does IRS Form 5434 require?
The form collects personal details in Item 1 (Full legal name) and addresses in Item 4, while Schedule A tracks employment history for the last 10 years.
Where do I file IRS Form 5434?
The application can be paid electronically at www.pay.gov or submitted to the Internal Revenue Service, Office of Enrollment, 127 International Drive, Room - EA125, Franklin, TN 37067.
How do I complete IRS Form 5434?
First, complete all required fields on Form 5434, including a separate Schedule A for each employer. The applicant must then sign in Item 16 and date it in Item 17 before submitting the package.
What happens if IRS Form 5434 is filed incorrectly?
Failure to provide requested information could delay or prevent processing of the application, and providing false information could subject the applicant to penalties.
What do I need to check before starting Form 5434?
The instructions require reading regulations (Parts 901 and 902 of Title 20 of the Code of Federal Regulations) first. Confirm you have satisfied the experience, basic knowledge, and pension knowledge requirements.
How do I submit my application fee for Form 5434?
You can pay electronically at www.pay.gov or enclose a check/money order for $680 payable to the Internal Revenue Service when mailing the form. Ensure the payment matches the required $680 amount.
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