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Forms
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| Form 6406 Short Form Application for Determination for Minor Amendment of Employee Benefit Plan (Info Copy Only) |
| 6406 Instructions for Form 6406, Short Form Application for Determination for Amendment of Employee Benefit Plan |
| Form 4461-A Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan | ![]() |
| Form 5300 Application for Determination for Employee Benefit Plan (Info Copy Only) | ![]() |
| 5300 Instructions for Form 5300, Application for Determination for Employee Benefit Plan |
| 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) | ![]() |
| Form 5307 Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans (Info Copy Only) | ![]() |
| 5307 Instructions for Form 5307, Application for Determination for Adopters of Master or Prototype (M&P) or Volume Submitter (VS) Plans |
| Form 5309 Application for Determination of Employee Stock Ownership Plan | ![]() |
| Form 5310 Application for Determination Upon Termination (Info Copy Only) | ![]() |
| 5310 Instructions for Form 5310, Application for Determination Upon Termination |
| Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business | ![]() |
| 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) | ![]() |
| 5500 Instructions for Form 5500, Annual Return/Report of Employee Benefit Plan |
| Form 5500 (Schedule D) DFE/Participating Plan Information (Info Copy Only) | ![]() |
| Form 5500 (Schedule I) Financial Information - Small Plan (Info Copy Only) | ![]() |
| Form 5500 (Schedule R) Retirement Plan Information (Info Copy Only) | ![]() |
| Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only) | ![]() |
| 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 Returns | ![]() |
| Form 8717 User Fee for Employee Plan Determination, Opinion, and Advisory Letter Request | ![]() |