New prefix for EA #

[mwyatt]

Just received my "Notice of Active Status" from the Joint Board and I am a little confused as to when I should start using the "02-" prefix for Schedule Bs, etc. The notice I received states "Under these extensions, your "99-" prefix is valid through August 31, 2002. Beginning September 1, 2002, you must use the prefix "02-" before your enrollment number."

Now I know that this is relating to the extension for continuing education due to 09/11. However, I can't determine whether I have to wait until 09/01/02 to start using "02-" even though I've been approved for "active" enrollment, or should I start using "02-" now since I've been approved?

[LIBOR]

I'll have to re-look at my letter from the Joint Board but I agree; wording that relates to a CE extension shouldn't be included in a letter to a "re-newed" EA.

[mwyatt]

Ah, should have turned to BenefitsLink and read the JB release before posting. This taken from the JB notice:

Application for Renewal of Enrollment and Extension for Use of the “99-” Prefix

The Joint Board will soon begin mailing out the Application for Renewal of Enrollment (Form 5434-A). The Joint Board is extending the date by which the Application for Renewal of Enrollment is due to July 31, 2002. The Joint Board will continue to process applications as they are received, and applicants are urged to complete the form and mail it in as soon as all CPE requirements are met.

Once you receive written confirmation of your re-enrollment, you should begin using the “02-“ prefix. The Internal Revenue Service and Department of Labor will not reject the “99-“ prefix on a document with a signature dated before September 1, 2002.