Revised Forms 5300 and 5310 – Sponsors may Temporarily Choose to Use Prior Versions
We issued revised versions of these forms in December 2013:
- Form 5300, Application for Determination for Employee Benefit Plan (instructions)
- Form 5310, Application for Determination for Terminating Plan (instructions)
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.