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Revised Forms 5300 and 5310 – Sponsors may Temporarily Choose to Use Prior Versions

We issued revised versions of these forms in December 2013:

Although we prefer that plan sponsors use the revised version of the forms, we’ll continue to accept these prior versions through June 30, 2014:

EP Determinations may request additional information or clarification for applications filed on prior versions during their review process.

Additional resources

Page Last Reviewed or Updated: 15-Jan-2014