NAEA Education Foundation
Special Enrollment Exam (SEE) Preparation
Section A: Contact Information
Name: ______________________________________________________________________
Last
First
MI
NAEA Associate _____ yes _____ no
NAEA ID: ________________________________
Is this a: _____ new application or _____ request for continuation of a scholarship for the online course
Address: ____________________________________________________________________
City, State, Zip Code: __________________________________________________________
Phone: _____________________________ Fax: ____________________________________
E-mail: ______________________________________________________________________
Important Information
Please note, failure to follow instructions may disqualify your application.
Guidelines and Qualifications
 All sections of the application must be filled out. Only complete applications will be
considered.
 Type your response whenever possible.
 Your initial application must be accompanied by two letters of recommendation. Requests for
continuation of a scholarship for the online course do not require letters of recommendation.
 You must have a high school diploma, GED, or the equivalent.
 Your initial application must be received and/or post-marked a minimum of two months in
advance of the course you plan to attend.
 Requests for continuation of a scholarship for the online course must be received at least three
weeks prior to the start of the course.
 Scholarships are only given for SEE courses offered through NAEA or NAEA State Affiliates.
 Scholarships for NAEA’s online SEE Prep course are awarded per part.
 Scholarships are non-transferable and may only be used for the session offered.
Special instructions for NAEA Las Vegas SEE Review Course
 Applications for the Las Vegas SEE Review course are due by 5:00 pm ET on Tuesday, May
29, 2012.
 Late applications will not be considered.
 Scholarship notifications will be emailed no later than June 29, 2012. If you prefer to register for
the National Conference before notification and are awarded a scholarship, the amount of your
award will be refunded to you. Please keep in mind that the deadline for early-bird, discounted
registration for the National Conference is July 9, 2012.
All applications are reviewed by the NAEA-EF Scholarship Committee and decisions will be based on
financial and career needs as well as background in taxation. Notification will be sent via email to the
address shown on this application. Please notify NAEA if your contact information changes.
Section B: Education Information
Education Completed:
o
o
High School or GED
Some College
o
o
Associate Degree
Bachelors Degree
o
o
Graduate Degree
Masters Degree
Course of Study: ________________________________
Section B1: Your Experience in the Field of Taxation
___________________________________________________________________________
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Section C: Applicants Goals
Educational or Professional Goals:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Section D: Financial Information
Are you applying for?
_____ NAEA’s Online Instructor Led SEE Prep Course Part 1
_____ NAEA’s Online Instructor Led SEE Prep Course Part 2
_____ NAEA’s Online Instructor Led SEE Prep Course Part 3
_____ NAEA National Conference Intensive SEE Review, August 5-7, 2012
In-person education for the very experienced preparer
_____ State Affiliate SEE Prep or Review Course
State Affiliate offering course: _____________________________________________
Contact person & phone number: __________________________________________
Total Cost of Course and Materials: ________________________________________
Dates of Course: _______________________________________________________
Have you applied for a scholarship from any other source? ____ yes ____ no
If yes, from what source? _______________________________________________________
Have you been awarded a scholarship from any other source? ____ yes ____no
If yes, from what source? _______________________________________________________
Scholarship funds for NAEA’s Online Instructor Led courses will be automatically applied toward your
registration (you must still register for the course on the NAEA registration form). Scholarships for
State Affiliate Courses will be paid directly to the State Affiliate. Please provide a copy of the
registration form and the contact person for the purposes of transmittal of the scholarship funds (you
must still register for the course with the State Affiliate). Funds will only be dispersed to the
scholarship candidate if proof of payment is provided and prior approval has been granted.
Section E: Applicant Statement
Please answer the following questions in 75 words or less:
What is an enrolled agent?
___________________________________________________________________________
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___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
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Should you pass the exam, how do you intend to use the license?
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Additional information (including financial need) that you would like Committee to consider:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Please tell us how you heard about the NAEA Education Foundation scholarships for the SEE prep.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
I hereby certify that all statements in this application are true to the best of my knowledge and
understand that falsification is cause for voiding this application. I have read all of the
information and the requirements contained herein and agree to abide by them.
Signature_______________________________________Date_________________________
Submit applications to the NAEA-EF SEE Prep Scholarship Program to:
Attn: Clarise Diggs, Membership Coordinator
1120 Connecticut Avenue, NW, Suite 460
Washington, DC 20036
Fax: 202-822-6270
Submit applications for the National Conference SEE Review only to:
Attn: Holli Jones, Education and Meeting Manager
1120 Connecticut Avenue, NW, Suite 460
Washington, DC 20036
Fax: 202-822-6270