Enrolled Retirement Plan Agent Program (ERPA) - How Do I Apply to Become an ERPA? |
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How Do I Apply to Become an ERPA?
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Apply for the ERPA Special Enrollment Examination with AIRE, L.L.C.
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Once you pass the test, apply for enrollment as an ERPA with the IRS. The Office of Professional Responsibility (OPR) will process the application and conduct background and tax compliance investigations.
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Once approved, you will be granted Enrolled Retirement Plan Agent status, assigned an enrollment number and issued an enrollment card.
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Page Last Reviewed or Updated: January 22, 2009