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Employee Plans Compliance Unit (EPCU) - WRERA Election Form and Instructions

WRERA Election Form
(Adobe Acrobat is needed to electronically send the form.)

Trustee Signatures for Electronic WRERA Elections

In order to fulfill the requirement in section IV.3 of Notice 2009-31 that the election be signed by an authorized trustee, a plan sponsor submitting an electronic election should also send in a paper signature affixed to a downloaded copy of the completed electronic election to the EPCU at the address in IV.2 of the notice. If an authorized signature is sent to EPCU within 15 days of the date the electronic election is filed, then the election will be treated as timely made. If a plan sponsor has already submitted an electronic election to EPCU, EPCU will contact that sponsor to obtain a paper signature by the authorized representative.

Page Last Reviewed or Updated: 18-Dec-2013