Prior Versions of Forms 5300 and 5310 No Longer Accepted After June 30, 2014
Retirement plan determination letter applications should be submitted on the December 2013 form versions:
- Form 5300, Application for Determination for Employee Benefit Plan (instructions)
- Form 5310, Application for Determination for Terminating Plan (instructions)
The IRS will return applications postmarked after June 30, 2014, using older versions of the forms.
These older form versions are acceptable only through June 30, 2014:
EP Determinations may request additional information or clarification for applications filed on prior versions during their review process.