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Determination, Opinion and Advisory Letters for Retirement Plans - Additional Resources


  • Form 2848
    Power of Attorney and Declaration of Representative

  • Form 5300
    Application for Determination for Employee Benefit Plan

  • Form 5307
    Application for Determination for Adopters of Modified Volume Submitter Plans

  • Form 5309
    Application for Determination of Employee Stock Ownership Plan (filed in conjunction with Form 5300)

  • Form 5310
    Application for Determination for Terminating Plan

  • Form 8717
    User Fee for Employee Plan Determination Letter Request

  • Form 8717-A
    User Fee for Employee Plan Opinion or Advisory Letter Request

  • Form 8821
    Tax Information Authorization

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


Published guidance

Plan amendments

Related Web pages


Page Last Reviewed or Updated: 18-May-2015