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Society of Actuaries AI policy

Varies by programChecked November 9, 2026

In short

At least two current SOA Research Institute requests for proposals say the proposal should not be written by AI but in the researcher's own words, and any use of AI in generating the proposal should be fully disclosed. At least one SOA call for analysis also says submissions must not materially rely on AI-generated content unless disclosed or limited to editorial help.

For applicants

  • In RFPs that carry this clause, your proposal should be in your own words, not written by AI. Any use of AI for any purpose in generating the proposal should be fully disclosed. Check the specific RFP, since not every SOA call includes this language.[1][2]
  • At least one SOA call for analysis (U.S. County-Level Mortality and Socioeconomic-Demographic Characteristics) says submissions must not materially rely on AI-generated content, except as disclosed or for mechanical or editorial work such as spelling, grammar, or formatting.[3]

Sources

  1. [1]
    The Right AI Tool for the Job: How Actuaries Choose Between Models, Platforms, and Architectures RFP

    Society of Actuaries Research Institute

    “The proposal should not be written by AI but in the researcher’s own words. Any use of AI for any purpose in generating the proposal should be fully disclosed.”
  2. [2]
    The Policyholder Behavior in the Artificial Intelligence Era

    Society of Actuaries Research Institute

    “The proposal should not be written by AI but in the researcher’s own words. Any use of AI for any purpose in generating the proposal should be fully disclosed.”
  3. [3]
    Call for Analysis: U.S. County-Level Mortality and Socioeconomic-Demographic Characteristics

    Society of Actuaries Research Institute

    “must not materially rely on content generated by artificial intelligence or similar automated tools, except as disclosed or for performing non-substantive, mechanical, or editorial functions (such as spelling, grammar, or formatting corrections)”

This page summarizes published guidance and is not legal advice. Policies change, and a specific solicitation can add its own rules, so confirm against the funding announcement before you apply. See every funder's AI policy.

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