Retired Status

To be considered for Retired membership status, an examiner must complete an application certifying that he/she is retired and is no longer gainfully employed either directly or indirectly in the regulation or business of insurance, financial institutions, or credit unions, and that he/she has either worked for thirty years or more in regulatory service or is aged 55 or older. At a later date, should the Retired examiner wish to return to work in the regulation or business of insurance, financial institutions, or credit unions in the future, he/she must notify the Society of Financial Examiners of his/her change in status and apply for reactivation of his/her active status.

The Retired examiner pays a reduced amount of dues (currently $50), is not required to report CRE credit, and may continue to use the designation in an honorary manner after his/her name. As a member of the Society, the Retired status individual will continue to receive Society publications and mailings, and may attend the CDS at a reduced registration fee. However, to reactivate to active status, the examiner must complete the Reinstatement From Retirement Application, pay the pro-rated dues differential between the Retired and AFE/CFE/AES dues at the current rate for the current year, pay a processing fee (currently $35), and comply with SOFE?s Continuing Regulatory Education requirements at the time of reactivation.

For more information, please email our .