Fee box and Joint Board use
The $680 fee, the payment options and the mailing address, with a For Joint Board Use Only box for the enrollment number and date enrolled.
5434
Joint Board for the Enrollment of Actuaries Application for Enrollment
- Agency
- IRS
- Revision
- Rev. 11-2023
- Fillable fields
- 47
- Pages
- 4
- Official source
- IRS form page
- Checked
- October 21, 2026
Form 5434: Joint Board for the Enrollment of Actuaries Application for Enrollment
Form 5434, Joint Board for the Enrollment of Actuaries Application for Enrollment, is the application an individual files to become an enrolled actuary. The declaration on the form reads "I hereby apply to be an enrolled actuary." The Privacy Act notice says the Joint Board for the Enrollment of Actuaries collects the information to enforce and administer its regulations governing the practice of an actuary under the Employee Retirement Income Security Act of 1974 (ERISA).
The applicant gives personal details, enrollment status, months of responsible actuarial and pension actuarial experience, how the basic and pension actuarial knowledge requirements were met (EA-1 and EA-2 exams or a waiver), and answers questions about tax compliance and conduct. Schedule A records each employer or period of actuarial employment within the last 10 years.
The form says the application fee is $680. Instructions are printed on pages 3 and 4. You can fill out the PDF free in your browser on this page and download it without an account.
What's on Form 5434
Items 1 to 8: personal information
Full legal name, other names used, business name, address, email, telephone number, Social Security number and date of birth.
Item 9: enrollment status
One box: first-time applicant, applied before but not granted enrollment, or previously enrolled and terminated or resigned.
Items 10 to 12: experience and exams
Months of responsible actuarial and pension actuarial experience from Schedule A, the EA-1 exams or waiver for basic knowledge, and the EA-2 exams for pension knowledge.
Items 13 to 17: questions and signature
Yes or No questions on federal tax filing and payment, findings of disreputable conduct, and ERISA section 411 offenses, then the declaration, signature and date.
Schedule A (Employment Record)
Dates, title and type of business for each block of employment, the supervisor and enrolled actuary who can certify it, the employer, a detailed duties description, and months for items 6(A) and 6(B).
How to fill out Form 5434
- 1
Read the regulations
The instructions say to read Parts 901 and 902 of Title 20 of the Code of Federal Regulations first, and not to complete the form until the requirements in sections 901.12(b), (c) and (d) are satisfied.
- 2
Complete Schedule A
Use a separate Schedule A for each employer or period of employment, and treat periods with and without responsible pension actuarial experience as separate blocks. Number each block.
- 3
Item 10
Total the months from items 6(A) and 6(B) of all Schedule A blocks. The instructions list either 36 months of certified responsible pension actuarial experience, or 60 months of certified responsible actuarial experience including at least 18 months of pension experience, within 10 years.
- 4
Items 11 and 12
Name the EA-1 exams or the waiver date, and the EA-2 exams with month and year. The instructions say an exam's completion date is the date sat for it, provided a passing grade was received.
- 5
Items 13 to 15
Answer Yes or No. A Yes needs details on a separate page. For item 13, the instructions ask for the form number, taxable period, penalties and any outstanding balance.
- 6
Sign and send
Sign and date items 16 and 17. Then apply and pay online at www.pay.gov, or mail the form with a check or money order.
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Fee, where to send it and review
Application fee
The form says the application fee is $680. It can be paid electronically at www.pay.gov, or by check or money order for $680 payable to the Internal Revenue Service.
Mailing address
The form says to submit a paper application to Internal Revenue Service, Office of Enrollment, 127 International Drive, Room - EA125, Franklin, TN 37067.
Tax compliance check
The instructions say the Joint Board may conduct a federal tax compliance check and may check federal tax history to verify timely filing and payment.
Denial grounds
The instructions say an applicant may be denied enrollment for offenses referred to in ERISA section 411, or for knowingly submitting false or misleading information.
Voluntary, but required for enrollment
The Privacy Act notice says applying is voluntary, but the information is required to obtain enrollment. Missing information could delay or prevent processing.
Related forms
5434-A
Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment
43 fields, 3 pages
23
Application for Enrollment to Practice Before the Internal Revenue Service
78 fields, 3 pages
8554
Application for Renewal of Enrollment to Practice Before the Internal Revenue Service
92 fields, 3 pages
Who files Form 5434?
The individual applying for enrollment completes and signs the form and sends it to the IRS Office of Enrollment with the fee, or pays and applies online. Supervisors and enrolled actuaries are named on Schedule A to certify experience.
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Questions about Form 5434
How much does it cost to apply?
The form says the application fee is $680, paid at www.pay.gov or by check or money order payable to the Internal Revenue Service.
Where is Form 5434 mailed?
To Internal Revenue Service, Office of Enrollment, 127 International Drive, Room - EA125, Franklin, TN 37067, with the fee.
How much experience does the form ask about?
The instructions list either 36 months of certified responsible pension actuarial experience, or 60 months of certified responsible actuarial experience including at least 18 months of pension experience, within the 10 years before applying.
Who certifies the experience?
The instructions say generally the immediate supervisor. If the supervisor is not an enrolled actuary, an enrolled actuary also certifies responsible pension actuarial experience.
Which exams does it ask about?
Item 11 asks for the Joint Board EA-1 exams or a waiver, and item 12 for the EA-2 exams. The instructions name EA-2F and EA-2L, or equivalent.
Where are the instructions?
On pages 3 and 4 of the form, with notes on items 7, 10 to 15 and Schedule A.