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National Tax-deferred Savings Association
Application for Credentialed Membership Reinstatement
All credentialed members are subject to continuing education requirements of 40 credits (including 2 credits in Ethics/Professionalism) each two-year cycle. Membership in NTSA must be renewed annually to retain credentials. For exceptions, please refer to the NTSA Continuing Education (CE) page at www.ntsa-net.org.
Name:
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Prefix
First
MI
Last
Company:
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(provide company name, even if home address is noted below)
Title:
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I am the owner
Type of Address:
Home
Business
Address
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Street Address
Address Line 2
City
State / Province / Region
Postal / Zip Code
Work Phone:
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###
-
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Home Phone:
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####
Home Zip Code:
(for Government Affairs purposes)
Work Email Address:
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Personal Email Address:
Application for:
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TGPC (Tax-Exempt & Governmental Plan Consultant)
Which position best describes your job function?
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Accountant/Plan Auditor
Actuary
Advisor – 401(k)
Advisor – 403(b)/457 Plan
Attorney
Home Office (BD, RIA, DCIO)
Institutional Trainer
Recordkeeper
TPA/Plan Administrator
Wholesaler (External)
Other
Which business most closely describes your place of employment?
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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
Please indicate the SEC or state insurance license you currently hold:
Series 6
Series 7
Series 65
State life or annuity insurance license
State:
License Number:
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?
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Yes
No
If yes, explain.
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I have read the NTSA 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 NTSA Professional Code of Conduct, is available at: https://www.ntsa-net.org/footer/code-of-conduct/
Signature
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Clear
Date:
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MM
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DD
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YYYY
CE Verification:
I certify that my ARA Continuing Education (CE) Transcript contains the necessary credits to reinstate my inactive credential(s) (40 credits, including 2 ethics, earned within the 24-month period preceding the submission of this reinstatement application). It is my responsibility to self-report any non-ARA CE and verify all entries in my transcript are both accurate and meet ARA CE guidelines. (If you have any questions regarding your CE, call the NTSA office at 703.516.9300)
Signature
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Clear
Date:
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MM
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DD
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YYYY
Membership Dues:
Dues are paid on a calendar year cycle. Membership dues are prorated based on join date.
Select rate for affiliated with a Strategic Partner or not and then select the dues join date.
Affiliated with a Strategic Partner:
Dues waived through 12/31
Not Affiliated with a Strategic Partner:
Jan 1 -Jun 30: $700 (paid through 12/31)
July 1 - Oct 31: $350 (paid through 12/31)
Nov 1 - Dec 31: $700 (Includes next year’s dues)
Reinstatement Fee:
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$100 Reinstatement
I am paying by:
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Check
Credit Card
Credit Card Type:
Mastercard
Visa
Amex
Discover
Name as it appears on card:
*
First
Last
Credit Card Payment
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Card Number
Expiration
MM
/
YY
CVV
What is this?
3 or 4 digit number printed on the back/front of your credit card
Protected in vault
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
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Clear
Remit Payments:
Paying by check? Please print a copy of your completed application and send with check payment to: NTSA, P.O. Box 34725, Alexandria, VA, 22334-0725.
Questions? Please call us at 703-516-9300.
Tax Deductions:
Dues, contributions or gifts to NTSA 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