Instructions for Form 5300 - Notices

Table of Contents

How To Get Forms,Publications, and Assistance

Internet.   You can access the IRS website 24 hours a day, 7 days a week at IRS.gov to:

  • Download forms, instructions, and publications;

  • Order IRS products on-line;

  • Research your tax questions on-line;

  • Search publications on-line by topic or keyword; and

  • Sign up to receive local and national tax news by email.

DVD for Tax Products.   You can order Pub. 1796, IRS Tax Products DVD, and obtain:

  • Current year forms, instructions, and publications;

  • Prior year forms, instructions, and publications;

  • Tax Map: An electronic research tool and finding aid;

  • Tax Law frequently asked questions;

  • Tax Topics from the IRS telephone response system;

  • Fill-in, print, and save features for most tax forms;

  • Internal Revenue Bulletins; and

  • Toll-free and email technical support.

  The DVD is released twice during the year. The first release will be shipped at the beginning of January 2011 and the final release will be shipped at the beginning of March 2011.

  Purchase the DVD from the National Technical Information Service (NTIS) at www.irs.gov/cdorders for $30 (no handling fee), or call 1-877-CDFORMS (1-877-233-6767) toll-free to buy the DVD for $30 (plus a $6 handling fee). Price is subject to change.

By phone and in person.   You can order forms and publications by calling 1-800-TAX-FORM (1-800-829-3676). You can also get most forms and publications at your local IRS office.

  For questions regarding this form, call the Employee Plans Customer Service, toll-free, at 1-877-829-5500.

Privacy Act and Paperwork Reduction Act Notice.

We ask for the information on this form to carry out the Internal Revenue laws of the United States. Under sections 401, 403, 409, 4975 and their regulations it is our legal right to ask for this information. Section 6109 requires you to provide your identifying number. You are not required to have your plan approved by the IRS. However, if you want to have your plan approved by the IRS, you are required to give us the information on this form. We need it to determine whether you meet the legal requirements for plan approval. Your failure to provide all of the information requested may prevent processing of this form. Providing false information may subject you to penalties. We may disclose to the Department of Justice for civil and criminal litigation, and to cities, states, the District of Columbia, and U.S. commonwealths or possessions for use in the administration of their tax laws. We may also disclose this information to federal and state agencies to enforce federal nontax criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism.

You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by section 6103.

The time needed to complete and file this form will vary depending on individual circumstances. The estimated average time is:

  Recordkeeping Learning about the law or the form Preparing the form Copying, assembling, and sending the form
Form 5300 33 hr., 57 min. 10 hr., 7 min. 17 hr., 38 min. 1 hr., 52 min.
Sch. Q (Form 5300) 4 hr.,4 min. 12 hr., 49 min. 22 hr., 45 min. 2 hr., 40 min.

If you have comments concerning the accuracy of these time estimates or suggestions for making this form simpler, we would be happy to hear from you. You can write to the Tax Products Coordinating Committee, 1111 Constitution Ave., NW, IR-6526, Washington, DC 20224

Do not send any of these forms or schedules to this address. Instead, see Where To File earlier.

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