Step 1: Overview of the Application Process

Please review the information below about the Retiring America Associate Application.
Instructions for Completing the Retiring America Associate Application
  1. Fill out the Associate Application
    • Please provide all of the requested Personal and Contact information and answer the questions in the Background Questionnaire. You can go "Save" or "Exit" the application at any time and complete the application later.
  2. Accept the Retiring America Back Office Website Terms of Use
    • Please review and accept the terms of use for the Retiring America Associate Back Office Website ("Retiring America Back Office").
  3. Enrollment Processing Fee - $100.00
    • Your Associate Application will not be submitted to Retiring America until you click the "Submit and Complete My Application" button at the end of the application process and your payment of the enrollment fee has successfully been processed. Your card will not be charged unless your application is accepted and an account is created to access the Retiring America Back Office.
Before you proceed, please make sure you have the following information:
  1. Your Social Security Number. Retiring America and its affiliates and subsidiaries are required by Federal law to obtain your Social Security Number for wage and tax reporting purposes. The number you provide must correspond to your legal last name.
  2. Your Personal and Contact Information. This includes your current address, e-mail address, phone numbers, date of birth, and State Driver's License information.
  3. Credit Card Information. You will be asked to pay a non-refundable $100.00 enrollment processing fee as part of the Application. Please have the exact name on your credit card, expiration date, and billing address ready.
Important Disclaimers: