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Forms and Instructions Forms and Instructions
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Relevant Forms
Form 23-EP Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA)Topic Screen for this Form
Form 1120 (Schedule O) Consent Plan and Apportionment Schedule for a Controlled GroupTopic Screen for this Form
1120 (Schedule O) Instructions for Schedule O (Form 1120), Consent Plan and Apportionment Schedule for a Controlled Group
Form 4461 Application for Approval of Master or Prototype Defined Contribution PlanTopic Screen for this Form
Form 4461-A Application for Approval of Master or Prototype or Volume Submitter Defined Benefit PlanTopic Screen for this Form
Form 5300 Application for Determination for Employee Benefit Plan (Info Copy Only)Topic Screen for this Form
5300 Instructions for Form 5300, Application for Determination for Employee Benefit Plan
Form 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial InstitutionTopic Screen for this Form
Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial InstitutionTopic Screen for this Form
Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)Topic Screen for this Form
Form 5309 Application for Determination of Employee Stock Ownership PlanTopic Screen for this Form
Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of BusinessTopic Screen for this Form
5310-A Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
Form 5500 Annual Return/Report of Employee Benefit Plan (Info Copy Only)Topic Screen for this Form
5500 Instructions for Form 5500, Annual Return/Report of Employee Benefit Plan
Form 5500 (Schedule D) DFE/Participating Plan Information (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule I) Financial Information - Small Plan (Info Copy Only)Topic Screen for this Form
Form 5500 (Schedule R) Retirement Plan Information (Info Copy Only)Topic Screen for this Form
Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only)Topic Screen for this Form
5500-EZ Instructions for Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
Form 5558 Application for Extension of Time to File Certain Employee Plan ReturnsTopic Screen for this Form
Form 6406 Short Form Application for Determination for Minor Amendment of Employee Benefit Plan (Info Copy Only)Topic Screen for this Form
6406 Instructions for Form 6406, Short Form Application for Determination for Amendment of Employee Benefit Plan
Form 8498-EP Program Sponsor Agreement for Continuing Eduction for Enrolled Retirement Plan AgentsTopic Screen for this Form
Form 8717 User Fee for Employee Plan Determination, Opinion, and Advisory Letter RequestTopic Screen for this Form
Form 8881 Credit for Small Employer Pension Plan Startup CostsTopic Screen for this Form
Form 8905 Certification of Intent to Adopt a Pre-Approved PlanTopic Screen for this Form
Form 8915 Qualified Hurricane Retirement Plan Distributions and RepaymentsTopic Screen for this Form
8915 Instructions for Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayments
Form 8930 Qualified Disaster Recovery Assistance Retirement Plan Distributions and RepaymentsTopic Screen for this Form
8930 Instructions for Form 8930, Qualified Disaster Recovery Assistance Retirement Plan Distributions and Repayments
Form 13844 (SP) Solicitud para la Reduccion del Cargo Administrativo para el Plan de Pagos a PlazosTopic Screen for this Form
Principal Publications Publications
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Related Publications
Publication 4286 Simplified Employee Pension Plan (SARSEP) ChecklistPDF version of this PublicationTopic Screen for this Publication
Publication 4406 Plan Feature Comparisons-403(b) and 457 PlansPDF version of this PublicationTopic Screen for this Publication
Publication 4483 403(b) Tax-Sheltered Annuity Plan for SponsorPDF version of this PublicationTopic Screen for this Publication
heading icon Frequently Asked Questions
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > General/Taxability Issues including Distributions, Early Withdrawals, 10% Additional Tax, Defaulted Loans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > General/Taxability Issues including Distributions, Early Withdrawals, 10% Additional Tax, Defaulted Loans
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Plan Design
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Rollovers - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.)
FAQ - Pensions/Annuities/Retirement Plans (i.e., 401(k), etc.) > Types of Plans
FAQ - Individual Retirement Arrangements (IRAs) > Rollovers - Individual Retirement Arrangements (IRAs)
Related Topic Links