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National Association of Plan Advisors
Application for Membership
Membership in NAPA must be renewed annually. Employees or advisors affiliated with a Firm Partner should register for membership
by clicking here
. Your Firm Partner will provide you with the required partner code for membership. A complete list of current Firm Partners is located at
online here
.
Name:
*
Prefix
First
MI
Last
Firm:
*
(provide company name, even if home address is noted below)
Title:
*
Address Type
*
Home
Business
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:
I am applying for membership as an:
*
Advisor*
Non-Advisor
*Advisors must provide an active CRD number, and the majority of your business must be providing advisory/investment services directly to plan sponsors and participants and not through intermediaries
CRD Number:
*
required for Advisor applicants
Broker-Dealer or RIA Affiliation:
*
Broker-Dealer
RIA
Broker-Dealer Name:
RIA Firm Name:
Licenses:
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Series 66
Life Insurance
Health Insurance
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, explain.
*
*
I have read the NAPA 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 NAPA Code of Conduct can be found online
by clicking here
.
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: $535 (dues through 12/31)
July 1 - Oct. 31: $267 (dues through 12/31)
Nov. 1 - Dec. 31: $535 (Includes next year's dues)
Add NTSA Membership ($100 annually)
I am paying by:
*
Check
Credit Card
*
Visa
MasterCard
American Express
Discover
Name as it appears on card:
*
First
Last
Credit Card Payment
*
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
*
Clear
Check Payments:
Paying by check? Please print a copy of your completed application and send with check payment to: NAPA, P.O. Box 34725, Alexandria, VA, 22334-0725.
Questions? Please call us at 703-516-9300.
Tax Deductions:
Dues, contributions or gifts to NAPA 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
