: American Academy of Actuaries

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U.S. Specifics Topics: Membership Application Guide (For Competencies 11, 13A-13D)

This interactive guide is designed to help you better understand the knowledge expectations outlined in the Membership Competency Framework. It focuses on Competency 11, U.S. Financial Systems and Social Insurance Programs, and Competency 13, U.S. Laws and Regulations.

If you have already reviewed and completed the module, please proceed to the next page. If you have not yet reviewed the module, please complete it before continuing with the application.

This module is intended to help prepare you for the upcoming questions related to Competency 11 and Competency 13, specifically questions 11 and 13A-13D.

If you have any questions or issues while using this module, please contact a member of the membership team at membershipapplication@actuary.org

PROFESSIONALISM TOPICS

Specific Instructions Related to Competency 14

If you completed a U.S. actuarial professionalism course as part of your U.S. actuarial designation requirements, you may check Examination and list the applicable course, such as the CAS Course on Professionalism/CAS COP or SOA Associate Professionalism Course/SOA APC.

If you earned your designation before professionalism requirements were implemented, did not complete a comprehensive U.S. actuarial professionalism course, or have gaps in your U.S. actuarial professionalism education, you may need to demonstrate this competency through additional education or relevant work experience. Your response should explain how your education and/or professional experience demonstrates meeting Competency 14 Ethics and Professionalism as listed below.

Please check one or more boxes to show how this competency was met: Examination, Education, or Work Experience. In the text boxes, provide specific information for at least one category and enter "N/A" for any category that does not apply. If you meet the competency in more than one way, you may include multiple categories, but one sufficient method is acceptable.

Please check one or more boxes (Examination, Education, or Work Experience) for how the competency was met. Each text box is a required field. In the open text boxes, please provide specific information in at least one category (Examination, Education, or Work Experience), using 'N/A' for the other text box fields if not met in that way. If a competency is met in multiple ways, you may list more than one, but one sufficient method is acceptable.

Ethics and Professionalism

As listed in the Competency Framework:

Foundational knowledge of the principles of actuarial professionalism, including the actuary's responsibilities to the public and the actuarial profession. Must also include a foundational knowledge of the professionalism infrastructure for the U.S. actuarial profession, including the Code of Conduct, U.S. Qualification Standards, disciplinary process, and which actuarial standards of practice are applicable to the applicant's specific area of practice.

Examination Education Work Experience

List the specific exam(s) that demonstrate this competency. Please provide the exact exam name as listed on your transcript or other supporting documentation from the awarding organization. General entries such as "exam" are not sufficient.

List relevant courses, degrees, or academic work that demonstrate this competency.

Describe relevant professional experience, including roles, responsibilities, and timeframes that support this competency. Your response should clearly explain the work you performed and how it demonstrates your knowledge and, if applicable, your application of this specific competency.

Statements only listing job titles, employer names, or total years of experience are not sufficient.

MEMBERSHIP REQUIREMENTS PART A: Education (Applicant Earned Actuarial Designations)

Designation	Date Obtained	End Date	Active Designation

Other Professional Designations
(including date obtained MM/DD/YYYY)

Are you an Enrolled Actuary?

Yes No

**Enrolled Actuary is any individual who has satisfied the standards and qualifications as set forth in the regulations of the Joint Board for the Enrollment of Actuaries as who has been approved by the Joint Board to perform actuarial services required under the Employee Retirement Income Security Act of 1974 (ERISA).

ACTUARIAL TRANSCRIPT SUBMISSSION

An actuarial transcript is required as part of your new member or reinstatement application. Applications will not be processed without a transcript so please submit it below.

Below are some examples of how to download your actuarial transcripts from other actuarial organizations:

CAS Transcript:
Log in to the CAS Portal and go to your profile home page. Under Administration, select Review My Results, then click Download Transcript.
SOA Transcript:
Log in to soa.org using your SOA username and password. From My SOA, select My Education and Exams, then Transcripts. Choose View Transcript, select the Printer Friendly Version, and print or save the page.

Upload Actuarial Transcript or EA Certificate of Enrollment

I hereby acknowledge that I have uploaded my actuarial transcript (or Certificate of Enrollment) above, which is a requirement for my application to be reviewed.

MEMBERSHIP REQUIREMENTS Part B: Experience (Responsible Actuarial Work Experience)

Minimum 3 Years Responsible Actuarial Work Experience Required, Including 1 Year of U.S. Experience *

Description of Responsible Actuarial Work

For purposes of this requirement, responsible actuarial experience is defined as work that requires knowledge and skill in solving actuarial problems.

Provide specific details about your responsibilities and actuarial work to demonstrate how you meet the 3-year requirement of which one year of U.S. experience is required. For roles you are counting toward the 1-year U.S. experience requirement, clearly explain how your work connects to U.S. actuarial practice. Do not rely on job titles or location.

Explaining U.S. Actuarial Experience

For any position you are counting toward the 1-year U.S. actuarial experience requirement, clearly explain how the work meets this requirement.

Describe how your work reflects U.S. actuarial practice, such as:

Application of U.S. laws, regulations, or regulatory requirements
Use of U.S. actuarial standards of practice (ASOPs) or other parts of the U.S. professionalism framework
Work supporting U.S.-based products, programs, or clients
Analysis, reporting, or recommendations prepared for U.S. stakeholders or decision-makers

Statements such as "I have been practicing as an actuary for X years," "I worked for X company," "I'm a former Academy member," "I work/ed in the U.S. as an actuary", or simply listing your position/title are not sufficient.

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Discipline, Reference, and Application Statement

Has any actuarial organization ever taken disciplinary action (i.e., reprimand, suspension, or expulsion) against you?

Yes

No

If yes, describe the facts and circumstances of the disciplinary action in a separate document and upload it here: Upload Document. Please name your uploaded document with your last name_first_name_disciplinary (e.g. Doe_John_disciplinary).

Please submit the name and contact information of a member of the American Academy of Actuaries or another actuary who is subject to the Code of Professional Conduct who can detail and confirm your work and knowledge of applicable U.S. laws and practices.

Have you been convicted of a felony?

Yes

No

If yes, describe the facts and circumstances of the conviction in a separate document and upload it here: Upload Document. Please name your uploaded document with your last name_first_name_legal action (e.g. Doe_John_legal_action).

A conviction does not automatically preclude you from membership in the Academy but will be considered (with your explanation) as part of the admission process. The facts and circumstances you provide will be reviewed, and additional clarifying information and references may be requested.

Please submit the name and contact information of a member of the American Academy of Actuaries or another actuary who is subject to the Code of Professional Conduct who can detail and confirm your work and knowledge of applicable U.S. laws and practices.

Reference First Name

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Reference Actuarial Designations

Application Statement

I hereby apply for membership in the American Academy of Actuaries. I certify that the information provided in this application is accurate and truthful to the best of my knowledge.

I understand that an Academy representative may contact the individual(s) I listed on this membership application. These individuals should be members of the American Academy of Actuaries or other actuaries subject to the Code of Professional Conduct who can confirm my work experience and knowledge of applicable U.S. laws and practices.
Certification Statement:

If my application is accepted, I agree to abide by the Academy's bylaws, the Code of Professional Conduct, the Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States, and the actuarial standards of practice of the Actuarial Standards Board.

Application statement acknowledgement. Print name

*Applicants who earned their first actuarial designation within the last three years may be eligible for an approximately 50% discount on regular dues at the time of application.

Use the discount code provided by mail, email, online, or from an Academy staff member or volunteer. If you do not have your code, please contact the Academy at membershipapplication@actuary.org or 202-223-8196.

Note: To receive the discount, the discount code must be applied BEFORE submitting your membership application and payment.

Allow 5-10 business days for your application to be reviewed and processed.

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Terms and Conditions By submitting this form you are authorizing your credit card to be charged for the indicated amount. There are no refunds available. If you have any questions, please contact us at membership@actuary.org or call (202) 223-8196. Thank you for choosing American Academy of Actuaries.

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GENERAL ACTUARIAL TOPICS

U.S. Specifics Topics: Membership Application Guide (For Competencies 11, 13A-13D)

U.S. SPECIFIC TOPICS

PROFESSIONALISM TOPICS

Statements such as "I have been practicing as an actuary for X years," "I worked for X company," "I'm a former Academy member," "I work/ed in the U.S. as an actuary", or simply listing your position/title are not sufficient.

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Note: To receive the discount, the discount code must be applied BEFORE submitting your membership application and payment.

Allow 5-10 business days for your application to be reviewed and processed.

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