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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:

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.

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Page Last Reviewed or Updated: 24-Sep-2014