2015 ERPA-SEE registration fees are $341 per examination part.

ERPA-SEE Offered:
ERPA-SEE Winter 2015 window: January 6, 2015 – February 13, 2015.
ERPA-SEE Summer 2015 window: July 7, 2015 - August 28, 2015.

Click here to register


Examination Registration
Registration Fees
Forms of Payment
Examination Dates
Registration Deadlines
Scheduling your Examination at a Prometric Testing Center
Examination Policies – Cancellations, Postponements & Rescheduling
Testing Regulations
What to Expect at the Testing Center 
Questions?

 

The ERPA-Special Enrollment Examination (ERPA-SEE) encompasses two examination parts, each containing 75 questions. You must pass both parts before applying for enrollment as an ERPA.

NOTE: By registering for the ERPA-SEE examination, candidates acknowledge they have read and agree to abide by the testing regulations and policies set forth in the ERPA-SEE Licensure Information Bulletin

There are three easy ways to register for an ERPA-SEE exam part:

    1. Online
    Register online over a secure network and receive immediate confirmation. Credit card payments accepted (MasterCard, Visa, American Express and Discover).

    2. Fax
    Download and fax completed registration form to 1.866.450.4678. Credit card and government purchase order payments accepted. Fax registrations received by 2:00 p.m. Eastern time, Monday-Friday, are processed on the same day; registrations received after 2:00 p.m. Eastern time, Monday-Friday, are processed during the next business day.

    3. Mail
    Download and mail completed registration form to:

    AIRE, LLC
    P. O. Box 34736
    Alexandria, VA 22334-0736

All forms of payment are accepted: credit card, check, money order or government purchase order. Once registration is received, candidate will receive examination confirmation via e-mail within six to ten business days.

ERPA examination fees are nontransferable and nonrefundable. If you do not provide an e-mail address during registration, your examination confirmation will be sent via mail. Provide an e-mail address for faster processing.

Registration Fees - top
The registration fee is $341 for each examination part of the ERPA-SEE. The fee is paid at the time of registration and are nontransferable and nonrefundable.


Forms of Payment -top
Accepted forms of payment include: MasterCard, Visa, American Express, Discover, checks, money orders and government purchase orders. Checks, money orders and government purchase orders are to be made payable to AIRE, LLC.

Examination Dates
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Both ERPA-SEE examination parts will be offered during the following exam windows in 2015:

Winter 2015 Exam Window: January 6, 2015 – February 13, 2015
Summer 2015 Exam Window: July 7, 2015 - August 28, 2105

Registration Deadlines - top
ERPA candidates must register by the registration deadlines for each examination window. The 2015 ERPA-SEE registration deadlines are:
    Winter 2015 Examination Window: Registration ends January 5, 2015
    Summer 2015 Examination Window: Registration ends July 6, 2015

For example, if you plan to take ERPA-SEE Part I and/or ERPA-SEE Part II during the Winter 2015 examination window, you must register by January 5, 2015. If you plan to take ERPA-SEE Part I and/or ERPA-SEE Part II during the Summer 2015 examination window, then you will have until July 6, 2015 to register. Examination registration deadlines are final. Registrations may not be accepted after the deadlines. If a deadline falls on a weekend, the official date shall be the first business day following the weekend.


Scheduling Your Examination at a Prometric Testing Center
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Once you register for the ERPA-SEE, you will receive an e-mail confirming your registration and that full payment was received and processed. Approximately 24-48 hours after receiving confirmation of registration and payment you will receive an “eligibility” confirmation e-mail stating that you may now schedule an appointment with Prometric for the examination part(s) you registered for in the examination window you selected. It is the candidate’s responsibility to schedule a testing appointment. The eligibility e-mail will include contact information for Prometric. You may contact Prometric either online or by phone at:

Web: www.prometric.com/ERPASEE
Toll-free phone: 1.800.882.3981, Monday-Friday, 8:00a.m.-8:00p.m. ET. 

If you did not provide an e-mail address during registration, your eligibility information will be sent via mail.


Please note: We strongly recommend you do not schedule your examination appointment on the last day of the testing window. If, at all possible, we also recommend not scheduling your appointment during the last week of the testing window as if any unforeseen circumstances arise, it may not be possible to reschedule an appointment within the same testing window. 

 
 

  • Exams cannot be cancelled and registration fees are nonrefundable and nontransferable.
  • ERPA examination parts can be taken in any order; successful completion of one part is required to register and take the other part; and both ERPA examination parts can be taken in one testing window.
  • An ERPA exam candidate can register, pay and re-take either failed exam part in a future scheduled testing window offered (but an exam part can only be taken once per window).
  • Advance notice is required if a candidate is unable to sit for a registered examination. The examination may be postponed to the next future testing window offered upon request.
  • If a candidate fails to appear for a scheduled ERPA examination appointment, the entire examination fee will be forfeited and postponement will not be allowed.


Examination Cancellation
An ERPA examination registration cannot be cancelled and registration fees are nonrefundable. If a candidate is unable to sit for a registered examination, the examination may be postponed to the next or future testing window (see examination postponement policy). AIRE reserves the right to cancel a candidate’s examination. Prior notification will be sent via e-mail and followed later with a letter via mail.


Examination Postponement

You can postpone your examination to a future testing window by the examination postponement deadline identified below by canceling your scheduled appointment with Prometric, completing the ERPA-SEE Postponement Form, and paying the postponement fee of $100. If you do not submit an ERPA-SEE Postponement Form to AIRE by the deadline, you will forfeit your examination fee. If you fail to cancel your examination appointment with Prometric within 48 hours prior to your scheduled appointment, you will not be allowed to postpone AND you will forfeit your registration fee.

    Winter 2015 Examination Window: Postponement Deadline is January 30, 2015
    Summer 2015 Examination Window: Postponement Deadline is August 14, 2015

There are three circumstances where the postponement and rescheduling fees may be waived:

1.    Death in family;

2.    Illness (doctor’s note required, and it must indicate that the candidate was unable to sit for the exam on the date he/she was scheduled to take it); and,

3.    Act of God (or other unforeseen circumstance in which Prometric closes a test facility and cannot schedule a new exam appointment within the same window).

For these three circumstances, postponements may be allowed and the postponement and/or rescheduling fee may be waived. If AIRE cannot schedule a new exam appointment within the same testing window, AIRE will postpone these candidates to the next testing window without any penalties and notify them once the process is complete.

Examination Appointment Rescheduling

An examination candidate can reschedule the date, time and location of a scheduled examination appointment within the same testing window by contacting Prometric (www.prometric.com/ERPASEE or 1-800-882-3981) at least 48 hours prior to the scheduled examination appointment. After rescheduling, Prometric will send the candidate an appointment confirmation email. Prometric charges a $35 fee for rescheduling an exam. Rescheduling is not available within 48 hours prior to the scheduled appointment and the examination fee is forfeited. 

 


Testing Center - Late Arrival

An examination candidate is permitted to enter the examination room as much as 30 minutes after the scheduled examination start time. After 30 minutes, a candidate is not permitted to enter the examination room and will forfeit the examination fee. A candidate must finish the examination by the required ending time, regardless of the time he/she begins.


Emergency Closings

Severe weather or an emergency could require canceling scheduled examinations. If such an event occurs, Prometric will contact candidates by phone or e-mail. Candidates can also check for testing site closures at www.prometric.com/sitestatus. If an exam site is closed, a candidate’s examination will be rescheduled without a rescheduling fee. If a testing center is open for testing and a candidate chooses not to appear for his/her appointment, his/her registration fee will be forfeited. Candidates must then register and pay another full examination fee for the next testing window.


Testing Accomodations
If you require testing accommodations, please check the box on the ERPA-SEE registration form and a member of the AIRE customer service team will contact you. When scheduling your appointment with Prometric, please also notify them of any special considerations needed.

English as a second language: Please note that a language barrier is not considered a disability.

 

Testing Regulations - top
To ensure that all candidates are tested under equally favorable conditions, the following regulations and procedures will be observed at each testing center. Failure to follow any of these policies may result in the disqualification of your examination and forfeiture of testing fees. Prometric reserves the right to audiotape and videotape any examination session.

 

1.    You will be continuously monitored by video, physical walk-throughs and the observation window during your test.

2.    You must present valid (unexpired) and acceptable identification in order to take your test (see "Identification Required" below).

3.    You are required to sign out on the test center roster each time you leave the test room. You must also sign back in and show your identification to the test center administrator in order to be re-admitted to the test room.

4.   You are prohibited from communicating, publishing, reproducing, or transmitting any part of your test, in any form or by any means, verbal, written, or electronic, for any purpose.

5.    You must not talk to other candidates or refer to their screens, testing materials, or written notes in the test room.

6.    You may not use your own written notes, published materials, or other testing aids during your test. Any materials that you are allowed to use during the test will be provided to you by Prometric at the test site on the day of the test.

7.    You are allowed to bring soft ear plugs or center-supplied noise-blocking head phones into the test room.

8.    Any clothing or jewelry items allowed to be worn in the test room must remain on your person at all times. Removed clothing or jewelry items must be stored in your locker.

9.    You must not bring any personal/unauthorized items into the test room. Such items include but are not limited to outerwear, hats, food, drinks, purses, briefcases, notebooks, pagers, watches, cellular telephones, recording devices, and photographic equipment. Weapons are not allowed at any Prometric Test center. You will be asked to empty and turn your pockets inside out prior to every entry into the test room to confirm that you have no prohibited items. 

10.  You will be scanned with a metal detector wand prior to every entry into the test room. If you refuse, you cannot test.

11.  You must return all materials issued to you by the test center administrator at the end of your test.

12.  You are not allowed to use any electronic devices or phones during breaks.

13.  Your test has no scheduled breaks. If you take an unscheduled break, the test timer will continue to count down.

14. Repeated or lengthy departures from the test room for unscheduled breaks will be reported by the test center administrator.

15. If you need access to an item stored in the test center locker during a break such as food or medicine, you must inform the test center administrator before you retrieve the item. You are not allowed to access any prohibited item (as defined by the IRS).

16. You must conduct yourself in a civil manner at all times when on the premises of the test center. Exhibiting abusive behavior towards the test center administrator, or any other staff member of the test center, may result in criminal prosecution.

17.  To protect the privacy of all testers, the test center administrator can neither confirm nor deny if any particular individual is present or scheduled at the test center.

18.  Persons not scheduled to take a test are not permitted to wait in the test center.

If questions arise: test center administrators are not allowed to answer any questions pertaining to the examination content. If you do not understand a question on the examination, you should answer the question to the best of your ability.

AIRE will pursue any evidence that a candidate has cheated or failed to follow the examination rules. Any irregularity or suspected violation will be thoroughly investigated. If a violation is confirmed, disciplinary action may involve disqualifying the candidate's examination and/or disqualifying a candidate from taking future examinations. All infractions will also be reported to the IRS. 

  

What to Expect at the Testing Center - top

Testing Center Procedures

Your examination will be given by computer at a Prometric testing center. You do not need any computer experience or typing skills to take your examination. Before you start the examination, you will receive a personalized introduction to the testing system. The tutorial you will receive at the testing center is also available to view. During the exam you will be provided (electronically) with a list of abbreviations, Internal Revenue Code Section listing and a 3-Year COLA summary which you can access at any time during the exam.

You should arrive at the testing center at least 30 minutes before your scheduled examination appointment. When you check-in, you will be required to sign a signature log and have your identification materials reviewed. 

Identification Required
The candidate must present one form of non-expired, government-issued, photo- and signature-bearing ID in order to test. Exception: See Special ID Requirements for Amish/Mennonite Examinees Without Photo ID.

Acceptable forms of primary ID are limited to:

  • Driver's License
  • State or Government-issued ID
  • Passport
  • U.S. Permanent Resident Card
  • Alien Registration Receipt Card (Form I-551)
  • U.S. Military ID card
  • Military Dependent’s ID card
  • U.S. Coast Guard Merchant Mariner Card
  • U.S. Naturalization Papers
  • Visa issued by the U.S. Department of State
  • Native American Tribal Document

Special ID Requirements for Amish/Mennonite Examinees Without Photo ID
These procedures apply only when the candidate does not possess a photo ID. The examinee must present a certified or notarized birth certificate. Additionally, the examinee must present any one of these IDs:

  • IRS Form 4029 OR
  • A non-photo bearing, state-issued ID (as permitted by law) OR
  • Social Security card

Important: Failure to provide appropriate identification at the time of the examination is considered a missed appointment. As a result, you will not be allowed to test and will forfeit your registration fee.


Examination Results & Score Reports
The ERPA-SEE measures the candidate's level of achievement of the required learning objectives, and his/her required level of capability of accomplishing specified learning outcomes. The goal is to pass all candidates who have demonstrated adequate knowledge of the curriculum presented and to fail those candidates who have not.

Wrong or omitted answers will receive no credit; therefore, there will be no advantage to leaving an answer blank. Examination scores are confidential and will be revealed only to the candidate and the IRS. Immediate examination results will be provided to candidates via score reports at the testing center.

ERPA-SEE scaled scores are determined by calculating the number of questions answered correctly to the total number of questions in the examination and converting to a scale that ranges from 40 to 130. The IRS has set the scaled passing score at 105, which corresponds to a minimum level of knowledge deemed acceptable by those persons who will be practicing as ERPAs before the IRS.

Fail - If you fail an exam part of the ERPA-SEE, your score report will show a scaled score between 40 and 104. You will also receive diagnostic information as feedback on each of the topic areas as presented on the ERPA-SEE syllabi to assist you with future examination preparation. Diagnostic information will show results by an indicator of Level 1, 2 or 3 meaning:

  • Level 1: Area of weakness where additional study is necessary. It is important for you to focus on this domain as you prepare to take this examination part again. You may want to consider taking a review course or participating actively in a study group on these topics.
  • Level 2: May need additional study.
  • Level 3: Clearly demonstrated an understanding of the subject area.

 

Content Area

Coverage and Nondiscrimination (Topics A & D)

ADP/ACP and Top-Heavy Testing (Topics E & F)

Contributions, Allocation and Benefit Formulas and Limits (Topics B, C & H)

Related Employers, Deductibility, Funding and Miscellaneous Plans (Topics G, I, J & K)
Level Indicator

Level: 1

Level: 2

Level: 3

Level: 4

 

Pass - The passing scaled scores for the ERPA-SEE range from 105 to 130. If you pass an exam part of the ERPA-SEE, your score report will provide you with a passing mark as indicated with a “Pass” but not a score. All score values above passing indicate that a candidate is qualified - not how qualified.

After passing both parts of the ERPA-Special Enrollment Examination, you can file Form 23-EP, Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA).

 
Questions?
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AIRE customer service representatives are available Monday-Friday, 8:30 a.m.-5:30 p.m., Eastern Time. Direct all questions and requests for information to:

E-mail: customerservice@erpaexam.org
Toll-free phone: 1.800.779.4390 (Outside US call +1.703.516.0491)
Toll-free fax: 1.866.450.4678 (Outside US fax +1.703.516.4421)