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National Association of Plan Advisors
Application for Credentialed Membership Reinstatement
All credentialed members are subject to continuing education requirements of 10 credits (including 1 credits in Ethics/Professionalism) each one-year cycle. Membership in ARA must be renewed annually to retain credentials. For exceptions, please refer to the NAPA Continuing Education (CE) page at www.napa-net.org
Name:
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Prefix
First
MI
Last
Company:
(provide company name, even if home address is noted below)
Company Owner’s Name(s)
Title:
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I am the owner
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:
Application for:
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CPFA® (Certified Plan Fiduciary Advisor)
QPFC (Qualified Plan Financial Consultant)
NQPC™ (Nonqualified Plan Consultant)
(k)RS™ 401(k) Rollover Specialist)
Which position best describes your job function?
*
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?
*
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.
*
*
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: https://www.napa-net.org/footer/code-of-conduct/
Signature
*
Clear
Date:
*
MM
/
DD
/
YYYY
Membership Dues
Dues are paid on a calendar year cycle. Membership dues are prorated based on reinstatement date.
Select rate for affiliated with a firm partner or not and then select the reinstatement fee and credential maintenance fee.
Affiliated with a Firm Partner:
Dues waived through 12/31/2025
Not Affiliated with a Firm Partner:
Jan 1 - June 30: $715 (through 12/31)
Nov 1 - Dec 31: $715 (Incl. next year’s dues)
Jul 1 - Oct 31: $357 (through 12/31)
Reinstatement Fee & Credential Maintenance Fee (Both are required):
*
$100 Reinstatement
$81 NAPA Credential Maintenance Fee
I am paying by:
Check
Credit Card
Credit Card Type:
Mastercard
Visa
Amex
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: ASPPA, 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
