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American Society of Pension Professionals & Actuaries
Application for Affiliate Membership
Membership in ASPPA must be renewed annually.
Name
*
Prefix
First
MI
Last
Company:
*
(provide company name, even if home address is noted below)
Company Owner’s Name(s)
Title:
*
I am the owner
Address Type
*
Home Address
Business Address
Address
*
Street Address
Address Line 2
City
State / Province / Region
Postal / Zip Code
Work Phone
*
###
-
###
-
####
Home Phone
###
-
###
-
####
Home ZIP Code (for government affairs purposes):
Work Email Address:
*
Personal Email Address
Which position best describes your job function?
*
Accountant/Plan Auditor
Actuary
Advisor 401(k)
Advisor – 403(b)/457 Plan
Attorney
Client Relationship Managers
Home Office (BD, RIA, DCIO)
Institutional Trainer
Recordkeeper
Salespeople
TPA/Plan Administrator
Wholesaler (External)
Other
Which business most closely describes your place of employment?
*
Accounting
Actuarial/Employee Benefits
Bank/Savings & Loan
Brokerage
Computer/Software
Consulting
Educational Institution
Government Entity
Human Resources
Industry Training
Insurance Agency
Insurance Provider
Investment Consulting
Investment Provider
Legal
Mutual Fund/DCIO
Plan Sponsor
Recordkeeper
TPA
TPA – Producing
Other
Code of Conduct:
Have you been found guilty of a felony, violation of insurance or securities regulations or any violation of the code of ethics of any professional or business
organization?
*
Yes
No
If yes, please explain.
*
I have read the ASPPA Code of Professional Conduct and if my application is accepted I agree to abide thereby. I certify that the information provided in this application is true and correct to the best of my knowledge. The ASPPA Code of Conduct can be found online: https://www.asppa-net.org/footer/code-of-conduct/
Signature
*
Clear
Date:
*
MM
/
DD
/
YYYY
Dues Payment:
Dues are paid on a calendar year cycle. New membership dues are prorated based on join date.
*
Jan 1 - Jun 30: $685 (dues through 12/31)
Retired or Government Employee: $100
Jul 1 - Oct 31: $345 (dues through 12/31)
Full-time Student (must provide copy of paid tuition bill): $100
Nov 1 - Dec 31: $685 (includes next year’s dues)
Add NAPA Membership: $100 annually
Add NTSA Membership: $100 annually
I am paying by:
*
Check
Credit Card
Type of Credit Card Payment
*
Mastercard
Visa
Amex
Discover
Name as it appears on card
*
First
Last
Credit Card Payments
*
Card Number
Expiration
MM
/
YY
CVV
What is this?
3 or 4 digit number printed on the back/front of your credit card
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Data collected via fields that have our security seal are encrypted and stored with the highest global security standard — PCI compliance. Your data is absolutely safe in Vault.
Signature
*
Clear
Check Payments:
Paying by check? Please print a copy of your completed application and send with check payment to: ASPPA, P.O. Box 34725, Alexandria, VA, 22334-0725.
Questions? Please call us at 703-516-9300.
Tax Deductions:
Dues, contributions or gifts to ASPPA are not deductible as charitable contributions; they may be deductible, however, as ordinary and necessary business expenses. Federal law prohibits a tax deduction for the portion of membership dues attributable to lobbying expenses incurred by the organization. Consequently, for 2025, 18% of your dues are non-deductible in accordance with this provision.
Total
$0.00