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EP Determination Letter Resource Guide - Additional Resources
Power of Attorney and Declaration of Representative
Application for Determination for Employee Benefit Plan
Form 5300 (Schedule Q)
Elective Determination Requests
Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans
Application for Determination of Employee Stock Ownership Plan (filed in conjunction with Form 5300)
Application for Determination for Terminating Plan
User Fee for Employee Plan Determination, Opinion, and Advisory Letter Request
Tax Information Authorization
Certification of Intent to Adopt a Pre-approved Plan
- Publication 1
Your Rights as a Taxpayer
- Publication 5
Your Appeal Rights and How To Prepare a Protest If You Don't Agree
- Publication 556
Examination of Returns, Appeal Rights and Claims for Refund
- Publication 794
Favorable Determination Letter
- Revenue Procedure 2007-44
Remedial Amendment Cycles
- Revenue Procedure 2011-49
- Revenue Procedure 2013-4
Letter Rulings, Information Letters and Determinations
- Revenue Procedure 2013-5
- Revenue Procedure 2013-6
Determination Letter Program
- Revenue Procedure 2013-8
- Cumulative List Notices
- Notice 2005-95
Transitional Relief for Certain Plan Amendments
- Announcement 2005-37
Authority of VS Practitioners to Amend for Adopting Employers
- New Submission Procedures for Pre-Approved Plans and Individually Plans
Information on the new program streamlining the pre-approved plan and individually designed plan submissions, with forms and application procedures for pre-approved plans.
- FAQs Regarding Determination, Opinion and Advisory Letter Issues
Determination Letter process and resources, plan terminations, plan language, merged plans, multiple employer plans and more.
- Tips for Expediting the Determination Letter Process
The Service, based on recent filings of determination requests, has compiled information that is commonly omitted or incorrect in the application package.
- Recurring Plan Issues Found in Determination Case Review
A report which summarizes frequently recurring defects in plan language that require corrective amendments and delay case closure.
- Alert Guidelines, Explanations and Plan Deficiency Paragraphs
Forms and documents used by EP specialists during their review of retirement plans.
- Quality Assurance Bulletins
Bulletins which summarize frequently recurring defects in plan language that require corrective amendments and delay case closure.
- Employee Plans Compliance Resolution System (EPCRS)
EPCRS provides employers with the opportunity to make voluntary and timely correction of qualification or operational failures.
- Customer Account Services
Contact us for answers to technical and procedural retirement plan questions.
Page Last Reviewed or Updated: 2013-03-25