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Official form guide
Form 5434A: Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment
IRS Form 5434A is the Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment, used by actuaries renewing their status. One specific requirement is that continuing education in a formal program must be at least 1/3 of total required hours.
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IRS Form 5434A - Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment
IRS Form 5434A is the Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment, used by actuaries renewing their status. One specific requirement is that continuing education in a formal program must be at least 1/3 of total required hours.
Risk Radar
Scan points- 1Do not file electronically if you were ineligible to use the '23-' prefix on your enrollment number.
- 2Failing to check if information changed since the last submission on Page 1.
- 3Not entering the correct last prefix and enrollment number on Line 1.
- 4Omitting required details when using a business address on Line 2.
- 5Failing to confirm completion of all CPE hours by December 31, 2025 (Item D).
Plain English
This form allows an actuary to apply to renew their enrollment with the Joint Board. By completing it, the individual declares they have met all necessary educational and professional requirements set by the IRS. Submitting this form ensures the continued recognition of their actuarial credentials.
Submission Date
- Filing date: 2026-01-14 18:10:37
- 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 renewing enrollment to maintain active status for performing actuarial services.
- Do not use this form if you are applying to return to active status between January 1, 2026, and December 31, 2028, unless also renewing.
- Check Form 5434-A instead when filing to renew enrollment.
Form selector
Use this form or another form?
Returning from inactive status
Applies if returning between January 1, 2026, and December 31, 2028.
✓ Check the dates of service.
Filing electronically (general)
Used when submitting payment via www.pay.gov for renewal.
✓ Confirm electronic filing eligibility.
Not eligible for '23-' prefix return
Requires review of instructions if returning to active status under specific CFR sections (901.11(l)(7)(ii) or (iii)).
✓ Verify the required instruction page.
Deadline or filing window
The actuary must complete the required continuing professional education credit hours before submitting Form 5434-A. The specific deadline for meeting these requirements is December 31, 2025. No extension period is stated in the official source.
Checklist
What you need before filling it out
Renewal Application
Form 5434-A · Page 1, Item 1
CPE Hours (Formal Program)
Must be at least 1/3 of total required CPE hours · Page 1, Item 3 (Section C)
Ethics Credit Hours
Must be at least 2 credit hours · Page 1, Item 4 (Section D)
CPE Completion Date
Must have completed all required CPE by December 31, 2025 · Page 1, Item 4 (Question D)
Payment Amount
$680 payable to the Internal Revenue Service · Page 1, Mailing Instructions
Tax History Explanation
Required if federal tax return filing/payment was untimely · Page 3, Attachment to Item 4C
Before you submit
- 1Enter the last eligible prefix and enrollment number on Page 1.
- 2Provide complete personal and business contact information in Section 2 (Page 1).
- 3Check the box if any information has changed since the last submission (Page 1, Item 3).
- 4Verify CPE hours meet the minimum requirement of at least 1/3 of total required hours (Section C, Page 1).
- 5Confirm ethics credit hours are at least 2 (Section D, Page 1).
- 6Answer 'Yes' or 'No' to whether all required CPE was completed by December 31, 2025 (Page 1, Item 4).
- 7Sign and date the application in Section 5a/5b on Page 2.
How to file this form
- 1Complete personal details, including prefix and enrollment number, on Page 1.
- 2Detail continuing education (C) and ethics credit hours (D) on Page 1, answering the completion question.
- 3Sign and date the declaration on Page 2 under penalties of perjury.
- 4Submit by mailing or express delivery to the specified Internal Revenue Service address, OR file electronically via www.pay.gov for payment confirmation.
Known limitations
- 1Individuals enrolled before January 1, 2026, are required to renew their enrollment to maintain active status (per 20 CFR 901.11(d)).
- 2To timely renew for the April 1, 2026 effective date, the form must be filed on or before March 2, 2026.
- 3If an individual is applying to return to active status between January 1, 2026, and December 31, 2028, this form can also be used for that purpose.
- 4An individual may not file or pay electronically if they were not eligible to use the “23-” prefix on their enrollment number and are applying to return to active status pursuant to 20 CFR 901.11(l)(7)(ii) or 20 CFR 901.11(l)(7)(iii).
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 1-2026, and it is associated with a January 2026 publication date. The source does not specify any changes from a prior revision.
What changed or needs a fresh check
- Edition date — confirm Revision 1-2026
- Fee — confirm $680 for check/money order payment
- Mailing address — confirm Internal Revenue Service, Office of Enrollment, 127 International Drive, Room EA 125, Franklin, TN 37067
- Signature — ensure signature is present on Page 2 (Item 5a)
- OMB Number — verify the number reads 1545-0951
Quick Facts
Downloads
After you file
- 1Keep a copy of the completed Form 5434-A.
- 2If paying by check or money order, ensure it is payable to the Internal Revenue Service.
- 3The primary use of the information collected on Form 5434-A is for the Joint Board for the Enrollment of Actuaries to enforce and administer regulations under ERISA.
- 4Failure to provide requested information may delay or prevent processing of the application.
- 5Providing false information on Form 5434-A could subject the filer to penalties.
Sources
- SRCInstructions p.1 — To timely renew enrollment effective April 1, 2026, file Form 5434-A on or before March 2, 2026.
- SRCInstructions p.1 — The form can also be used to apply to return to active status between January 1, 2026, and December 31, 2028.
- SRCInstructions p.1 — Individuals enrolled before January 1, 2026, must renew their enrollment per 20 CFR 901.11(d) to maintain active status.
- SRCInstructions p.1 — To file and pay electronically, visit www.pay.gov; otherwise, enclose a check or money order for $680 payable to the Internal Revenue Service.
- SRCInstructions p.2 — The primary use of Form 5434-A information is to enforce and administer regulations of the Joint Board governing an actuary under ERISA.
- SRCInstructions p.3 — Before completing Form 5434-A, review the regulations (Parts 901 and 902 of Title 20 of the Code of Federal Regulations).
Common confusion points
When must I file this form to renew my enrollment?
The deadline for timely renewal is March 2, 2026, to be effective April 1, 2026.
What if I am returning from inactive status?
This form can also be used to apply for return to active status between January 1, 2026, and December 31, 2028.
Do I have to use the electronic payment option?
If you must mail it in, where exactly do you send Form 5434-A?
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Failure to provide information could delay or prevent processing, though no specific follow-up form is listed.
Questions about IRS Form 5434A
What is IRS Form 5434A used for?
This form allows an actuary to apply to renew their enrollment with the Joint Board. By completing it, the individual declares they have met all necessary educational and professional requirements set by the IRS. Submitting this form ensures the continued recognition of their actuarial credentials.
Who must file IRS Form 5434A?
An actuary must file IRS Form 5434A to obtain the benefit of renewal of enrollment.
What information does IRS Form 5434A require?
The application collects personal details (like name and address), continuing education hours completed in formal programs (Part C) and ethics credits (Part D), and confirmation of meeting educational requirements by December 31, 2025.
When is IRS Form 5434A due?
The form must be completed before the actuary completes the continuing professional education credit hours required for renewal of enrollment under section 901.11(e).
Where do I file IRS Form 5434A?
Mail IRS Form 5434A to: Internal Revenue Service, Office of Enrollment, 127 International Drive, Room EA 125, Franklin, TN 37067. Note that the form cannot be filed or paid electronically.
How do I complete IRS Form 5434A?
First, complete all required fields on Form 5434-A, ensuring you have finished your continuing professional education credits. Then, check the appropriate box for questions A through D. Finally, sign and date the declaration section (Item 5) under penalty of perjury.
What happens if IRS Form 5434A is filed incorrectly?
Failure to provide requested information could delay or prevent processing of the application, and providing false information could subject the actuary to penalties.
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