Item 1: enrollment number
The last prefix the actuary was eligible to use and the enrollment number.
5434-A
Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment
- Agency
- IRS
- Revision
- Rev. 1-2026
- Fillable fields
- 43
- Pages
- 3
- Official source
- IRS form page
- Checked
- October 21, 2026
Form 5434-A: Joint Board for the Enrollment of Actuaries Renewal of Enrollment
Form 5434-A is the Joint Board for the Enrollment of Actuaries Application for Renewal of Enrollment. Enrolled actuaries use it to renew their enrollment, and the form says it is also used to apply to return to active status from inactive status between January 1, 2026, and December 31, 2028.
The form says all individuals enrolled before January 1, 2026, are required by 20 CFR 901.11(d) to renew their enrollment in order to maintain active enrollment to perform actuarial services. It asks for the actuary's enrollment number, contact details, continuing professional education credit hours and answers to four conduct questions, followed by a signed declaration.
The instructions for the form are printed on page 3 of the same PDF. You can fill out Form 5434-A free in your browser on this page and download it without an account.
What's on Form 5434-A
Item 2: contact information
Name, business name if a business address is used, address, daytime phone, email and a box to check if any information has changed since the last submission.
Item 3: continuing education
Core and non-core credit hours in five categories, the hours from a formal program, the ethics hours and a yes or no question on completing the required hours by December 31, 2025.
Item 4: conduct questions
Four yes or no questions about findings by an authoritative body, criminal convictions or fines, federal tax filing and payment, and duties under ERISA or Joint Board regulations.
Item 5: declaration and signature
A declaration under penalties of perjury covering the application, the education hour requirements and the recordkeeping requirements, with a signature and date.
Page 3: instructions
General instructions and notes on items 4A through 4D, including what the term authoritative body includes.
How to fill out Form 5434-A
- 1
Complete the education hours first
The instructions say not to submit Form 5434-A until the continuing professional education credit hours required under section 901.11(e) are completed.
- 2
Items 1 and 2
Enter the prefix, enrollment number and contact details. Check the box in item 2 if any of that information has changed since the last submission.
- 3
Item 3
Enter hours by category on lines A i through A v. On B, the form says formal program hours are at least 1/3 of the total required hours. On C, it says ethics hours are at least 2. Check yes or no on D.
- 4
Item 4
Check yes or no for each question. For a yes answer, the form says to provide details on a separate page, and the instructions list what a statement about an authoritative body's action specifies.
- 5
Item 5
Sign and date the declaration on line 5a and line 5b.
Why fill Form 5434-A on indox
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Deadline, fee and where to send it
Deadline
The form says to file on or before March 2, 2026, to timely renew enrollment effective April 1, 2026.
File and pay electronically
The form says to visit www.pay.gov to file and pay electronically.
Fee and mailing address
As an alternative, the form says to enclose a check or money order for $680 payable to the Internal Revenue Service and send it to Internal Revenue Service, Office of Enrollment, 127 International Drive, Room EA 125, Franklin, TN 37067.
Federal tax history
The instructions say that as part of the application process the federal tax history may be checked to verify timely filing and payment.
Regulations
The instructions say to review Parts 901 and 902 of Title 20 of the Code of Federal Regulations before completing the form.
Related forms
Who files Form 5434-A?
The form is filed by an individual actuary who is already enrolled with the Joint Board for the Enrollment of Actuaries. It is not filed by employers or plans.
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Questions about Form 5434-A
What is the fee for Form 5434-A?
The form says a check or money order for $680 payable to the Internal Revenue Service may be enclosed when filing by mail. Electronic filing and payment is at www.pay.gov.
When is Form 5434-A due?
The form says to file on or before March 2, 2026, to timely renew enrollment effective April 1, 2026.
How many ethics hours does the form ask about?
Item 3C asks for the ethics credit hours completed, and the form says they must be at least 2 credit hours.
Can Form 5434-A be used to return from inactive status?
Yes. The form says it is also used to apply to return to active status from inactive status between January 1, 2026, and December 31, 2028.
Where are the instructions for Form 5434-A?
They are on page 3 of the same PDF and cover the general rules and items 4A through 4D.
How long does the form take to complete?
The Paperwork Reduction Act notice estimates an average of 30 minutes per response.