JBEA Renewal

[JAY21]

When I download the Application for Renewal of Enrollment (JBEA) Form 5434-A it shows this form was last revised January 2010.

Is this form still valid for renewing enrollment by the March 2011 deadline or will they update this form with a January 2011 revised date that should be used instead ?

[david rigby]

... will they update this form ...

Most likely, since the form says "...MUST be received by the Internal Revenue Service by March 1, 2008".

[Andy the Actuary]

Did you receive any notice that you needed to re-enroll? Was there an announcement somewhere else (e.g., BenefitsLink)? Or, am I just supposed to remember to do this? I'd been wondering about this but received nothing. The form to which you referred (revised January 2010) indicates you must submit it by March 1, 2008. You're late!!!

[JAY21]

I thought I read somewhere that they will NOT send you a reminder or anything, we're just supposed to remember as best I can tell.

[SoCalActuary]

We need more guidance from the JBEA, and you can contact one or more of the actuaries advising them to ask your question.

[Andy the Actuary]

I thought I read somewhere that they will NOT send you a reminder or anything, we're just supposed to remember as best I can tell.

Those FBs!*

I've gotten so decrepit I can't remember on which foot my left baby toe is attached.

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*I would never use such language (at least not publicly)! FB=Federal Bureaucrats

[david rigby]

I thought I read somewhere that they will NOT send you a reminder or anything, we're just supposed to remember as best I can tell.

The Renewal page on the JBEA website (as of today, still reflects discussion of the 2008 renewal) contains this generic statement:

YOU WILL NOT RECEIVE THE APPLICATION FOR RENEWAL OF ENROLLMENT FORM BYMAIL OR E-MAIL

http://www.irs.gov/taxpros/actuaries/index.html

[david rigby]

The JBEA renewal page has been updated for the current renewal cycle.

[Andy the Actuary]

The Joint Board cashed my $250 check some time ago. I have received no notification of renewal status.

My understanding is effective 4/1/2011, the 11-XXXXX rather than 08-XXXXX number should be used to certify SB, etc.

Can anyone confirm or offer differently?

[David MacLennan]

My understanding is that as long as you submitted your applicaton by the Mar 1 deadline, you can use the 11- enrollment number after Apr 1, even if you have not received the renewal approval notice.

[Andy the Actuary]

My understanding is that as long as you submitted your applicaton by the Mar 1 deadline, you can use the 11- enrollment number after Apr 1, even if you have not received the renewal approval notice.

Not to split hairs, but "can use" or "must use" or "should use?"

"can use" ==> either use 08 or 11 and either is acceptable

"must use" ==> must use 11; 08 will not be accepted

"should use" ==> preferred is 11 but 08 will be accepted until renewal notice sent

[SoCalActuary]

My choice was pretty simple. I WILL USE the 11-xxxxx system, and my people preparing items for my signature already know it.