Diversity Exam Reimbursement Program Application

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The Society of Actuaries/Casualty Actuarial Society Diversity Exam Reimbursement Program is available to the following groups that are under-represented in the actuarial profession: African American, Black, Hispanic/Latinx, and Native North Americans or Indigenous people. Applicants must be either a Canada or U.S. citizen, asylum seeker, or have a permanent resident or educational visa AND a member of the underrepresented group above. This reimbursement program is not designed for individuals employed full-time in an actuarial position.

The form below is for CAS Exams. Not what you’re looking for? Request reimbursement for SOA Exams P/1, FM/2, IFM or LTAM.

Exam Date*
MM slash DD slash YYYY
CAS Exam or Online Course*
- CAS MAS-I
- CAS MAS-II
- CAS Exam 5
- CAS Exam 6
- CAS DISC DA
- CAS DISC RM
- CAS DISC IA
Race/Ethnicity*
Did you score a 4, 5 or pass on the selected exam or requirement?*
- Yes
- No
Are you planning on re-taking the exam or sitting for another exam/requirement?*
- Yes
- No
Would you like to receive a stipend for study materials (totaling $175 USD)?*
Hispanic or Latino students in need of financial support who plan to purchase their study materials within 45 days or who purchased study materials no more than 60 days prior to submitting this application, should apply for the the Organization of Latino Actuaries study material stipend instead of selecting this option, as you may qualify for more aid.
- Yes
- No
Download and complete the Direct Deposit Enrollment Form and Agreement to receive a stipend. Submit your completed form by email to adelfin@soa.org.
First Name*
Middle Name*
Last Name*
Address*
City*
State/ Canadian Province*
Zip/Postal Code*
Country*
Phone*
Email*
At the time of sitting for the exam, were you a Student or Career Changer?*
- Student
- Career Changer
If student, where do you attend school?
What is your major?
What is your highest level of education achievement?*
If you have earned a college degree, please specify:
School(s)
Degree(s)
Major(s)
Are you employed?*
If you are employed, what is the nature of your work?
Are you a U.S. or Canadian resident, asylum seeker, or student in those countries on an education visa?*
- Yes
- No
Hidden
In 2020 were a U.S. Citizen or did you hold a permanent resident visa?*
- Yes
- No
What study material provider will you be using?*
Disclaimer: Please note, only one stipend will be administered per exam if passed/failed. The stipend may be used for previously purchased exam or future exam.
Optional Information
Gender
Date of Birth
MM slash DD slash YYYY
Desire to be Contacted
- I would like to be contacted by potential employers and/or special interest actuarial professional associations (such as the International Association of Black Actuaries, the Organization of Latino Actuaries or others) with information about their organizations. I agree that my name and contact information may be released to such organizations indicating that I am a minority actuarial student. I understand that I can withdraw this consent at any time by emailing candidate@soa.org.
Exam Reimbursement Agreement
Submitting this form for exam reimbursement, means you agree with the following:
1. To the best of your knowledge, you have provided complete and truthful information.
2. You have not been reimbursed for this exam from any other source.
3. If you selected to receive a study material stipend above, please confirm that you are not applying for a Stipend for the same exam from any other source.
4. Please note that actuarial candidates are bound by the Code of Conduct for Candidates and Code of Professional Ethics for Candidates.
It’s important that actuarial candidates understand and apply this code. In particular Rules 1 and 2 apply here.

They are:

RULE 1: An Actuarial Candidate shall act honestly, with integrity and competence, to uphold the reputation of the actuarial profession.

RULE 2: An Actuarial Candidate shall not engage in any professional conduct involving dishonesty, fraud, deceit, or misrepresentation or commit any act that reflects adversely on the actuarial profession.
Signature*
Comments
This field is for validation purposes and should be left unchanged.

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Wherever there is risk, there are opportunities for actuaries. And the recent financial crisis has further highlighted the skills actuaries bring to the table. Watch this new Actuaries in Action video to hear what some of today’s actuaries say about the future of the profession and the increasing demand for actuaries, especially in nontraditional roles.

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Optional Information

Exam Reimbursement Agreement