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EP Examination Process Guide - Section 8 - Customer Education and Outreach - Forms and Publications

Forms:

  • Form 5500
    Annual Return/Report of Employee Benefit Plan.

  • Form 5500-EZ
    Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan.

Publications:


Other Resources:

  • EFAST Site - Forms 5500 and Form 5500EZ
    The Employee Benefits Security Administration of the Department of Labor launched the EFAST site to provide filers with up-to-date information about filing requirements, electronic filing options, software availability, frequently asked questions, publications and forms.

 

 

Page Last Reviewed or Updated: 03-Feb-2014