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Official form guide
Form 5434A: Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment
Internal Revenue Service Form 5434-A is the Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment. It collects enrollment numbers, personal data, and required continuing professional education credits, which must be completed by December 31 2025.
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IRS Form 5434A - Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment
Internal Revenue Service Form 5434-A is the Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment. It collects enrollment numbers, personal data, and required continuing professional education credits, which must be completed by December 31 2025.
Risk Radar
Scan points- 1Submitting false information can trigger penalties and loss of enrollment.
- 2Failing to complete at least one‑third of total CE credits in a formal program as required.
- 3Reporting fewer than the mandatory two ethics credit hours.
- 4Answering ‘No’ to completing all required CE credits by Dec 31 2025 when they have not been earned.
- 5Neglecting to check the box indicating that personal information has changed since the last submission.
Plain English
This form lets an enrolled actuary ask the Joint Board to renew their enrollment. You must list your enrollment number, update your contact information, and show you have earned the required continuing education credits, including at least two ethics hours. After completing the sections you sign under penalty of perjury and mail the form.
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 you need to renew your enrollment effective April 1 2026 or apply to return to active status between January 1 2026 and December 31 2028.
- Do not use it when you are not eligible to use the “23‑” prefix to your 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), because electronic filing is prohibited.
Form selector
Use this form or another form?
Renewal after missed deadline
Required for enrollment renewal
✓ Forgetting to file by March 2 2026
Return to active status after inactivity
Required to reactivate enrollment
✓ Omitting change‑of‑address box
Electronic payment option
Use www.pay.gov for electronic filing and payment
✓ Sending a paper check when electronic filing is allowed
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Prefix and enrollment number
Enrollment number document · Provided on line 1 of the form
Continuing professional education credit hours
CE certificates · Entered in sections C and D
Ethics credit hours
Ethics course completion record · Entered in section C
Signature
Signed paper copy · Field 5a
Date signed
Date of signing · Field 5b
Before you submit
- 1Verify the renewal deadline is on or before March 2 2026
- 2Confirm the correct prefix and enrollment number are entered
- 3Check that at least one‑third of required CE hours are reported in section A
- 4Confirm a minimum of 2 ethics credit hours are reported in section C
- 5Ensure the fee of $680 is attached as a check or money order payable to the Internal Revenue Service
- 6Sign in the signature box (5a) and date the form (5b)
- 7Mark the box if any information has changed since the last submission
- 8If eligible, submit electronically via www.pay.gov; otherwise, prepare mailing
- 9Include the completed form and payment in an envelope addressed to the IRS Office of Enrollment address
- 10Retain a copy of the completed form and payment receipt for your records
How to file this form
- 1Complete all required fields on Form 5434‑A
- 2Attach the $680 check or money order payable to the Internal Revenue Service
- 3If filing electronically, submit through www.pay.gov; otherwise, place the form in an envelope
- 4Mail the envelope to Internal Revenue Service, Office of Enrollment, 127 International Drive, Room EA 125, Franklin, TN 37067
- 5Keep a copy of the signed form and payment proof for your records
- 6Confirm receipt by checking for an acknowledgment from the Joint Board
Known limitations
- 1Form 5434-A cannot be used for initial enrollment; it is only for renewal or return to active status.
- 2Renewal must be filed on or before March 2, 2026; filings after that date are not accepted for the April 1, 2026 effective renewal.
- 3Individuals who were not eligible to use the “23-” prefix and are applying to return to active status must submit a paper form with a check or money order and may not file or pay electronically.
- 4Applicants must have completed the required continuing professional education credit hours before submitting the form; otherwise the renewal will be delayed or denied.
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.
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Fillable formOpen in Editor->Form 5434-A (Rev. 1‑2026) is the current edition as shown on page 1. The source does not reference a separate latest‑information web page.
What changed or needs a fresh check
- Edition date — confirm Rev. 1‑2026 (January 2026) appears on the form header
- Fee — confirm $680 payable to the Internal Revenue Service
- Mailing address — confirm Internal Revenue Service, Office of Enrollment, 127 International Drive, Room EA 125, Franklin, TN 37067
- Signature — confirm the signature field (5a) is completed
Quick Facts
Downloads
After you file
- 1Retain a signed copy of Form 5434-A for your records.
- 2Keep the proof of payment (check receipt or electronic confirmation) for at least three years.
- 3Expect a confirmation of receipt from the IRS Office of Enrollment within a reasonable time; follow up if none received after 30 days.
- 4If an error is discovered after filing, submit a corrected Form 5434-A with a cover letter explaining the change.
- 5Store the submission documentation in a safe place for the duration of your enrollment period.
Sources
- SRCForm p.1 — filing deadline is March 2, 2026.
- SRCForm p.1 — renewal effective date is April 1, 2026.
- SRCForm p.1 — form also applies to return to active status between January 1, 2026 and December 31, 2028.
- SRCForm p.1 — individuals enrolled before January 1, 2026 must renew enrollment.
- SRCForm p.1 — payment amount is $680 payable to the Internal Revenue Service.
- SRCForm p.1 — those not eligible for the “23-” prefix must file paper and cannot file electronically.
- SRCForm p.3 — do not submit Form 5434-A until required continuing professional education credit hours are completed.
- SRCForm p.2 — declaration is under penalties of perjury.
- SRCNot stated in the official source — verify retention period recommendation for after‑filing copies.
- SRCNot stated in the official source — verify expected confirmation timeline after submission.
Common confusion points
Can I file this form electronically?
The form allows electronic filing only for standard renewals; those returning to active status without the “23-” prefix are prohibited.
→ Verify the eligibility note on page 1; if ineligible, use paper filing with a check.
What is the latest date I can submit the renewal?
The deadline is March 2, 2026; submitting after that date will not be accepted for the April 1, 2026 effective renewal.
→ Check the filing deadline on page 1.
Do I need to complete continuing education before I send the form?
The instructions state you must finish the required credit hours before submission.
→ Confirm you have met section 901.11(e) requirements before filing.
What payment amount do I send?
The form specifies a $680 check or money order payable to the Internal Revenue Service.
→ Match the amount on the payment line on page 1.
Do I need to include my enrollment number if it changed?
The form asks for the last eligible prefix and enrollment number and includes a box to indicate any changed information.
→ Review the enrollment number fields and check the change box if applicable.
Will providing false information affect my renewal?
The declaration under penalties of perjury warns of penalties for false statements.
→ Ensure all entered data is accurate before signing.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 843 – Claim for Refund, can be used to request a refund of the $680 fee if the IRS issues a refund.
Questions about IRS Form 5434A
What is IRS Form 5434A used for?
This form lets an enrolled actuary ask the Joint Board to renew their enrollment. You must list your enrollment number, update your contact information, and show you have earned the required continuing education credits, including at least two ethics hours. After completing the sections you sign under penalty of perjury and mail the form.
Who must file IRS Form 5434A?
Enrolled actuaries who need to renew their enrollment must file IRS Form 5434-A.
What information does IRS Form 5434A require?
The form gathers the last enrollment‑number prefix, name, address, phone, email, changes since the last filing, total and formal‑program continuing professional education credit hours, ethics credit hours, and a yes/no on completing all credits by Dec 31 2025, plus a signature and date.
Where do I file IRS Form 5434A?
Mail the completed form to the Internal Revenue Service, Office of Enrollment, 127 International Drive, Room EA 125, Franklin, TN 37067. Electronic filing is not permitted.
How do I complete IRS Form 5434A?
First enter the last eligible prefix and enrollment number (line 1). Next provide your name, business name, address, phone, and email, and check if any information has changed (line 2). Then report total continuing professional education hours, the portion earned in a formal program, and ethics hours, and answer whether all credits were completed by Dec 31 2025. Finally, sign and date the declaration (lines 5a‑5b) and mail the form to the Office of Enrollment.
What happens if IRS Form 5434A is filed incorrectly?
Providing false or misleading information can subject you to penalties and may lead to suspension or termination of enrollment; failing to provide required information can delay or prevent processing.
Can I file this form electronically?
The form allows electronic filing only for standard renewals; those returning to active status without the “23-” prefix are prohibited. Verify the eligibility note on page 1; if ineligible, use paper filing with a check.
What is the latest date I can submit the renewal?
The deadline is March 2, 2026; submitting after that date will not be accepted for the April 1, 2026 effective renewal. Check the filing deadline on page 1.
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