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)
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)
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)
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
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 5330 Return of Excise Taxes Related to Employee Benefit Plans
Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans

Form 5500-EZ Annual Return of One Participant (Owners and Their Spouses) Retirement Plan
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 6088 Distributable Benefits From Employee Pension Benefit Plans

Form 8717 User Fee for Employee Plan Determination Letter Request

Form 8905 Certification of Intent to Adopt a Pre-Approved Plan