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Form 5307, Application for Determination for Adopters of Modified Volume Submitter Plans

An adopter of a Volume Submitter (VS) plan files this form to request a determination letter (DL) from the IRS for the qualification of a modified defined benefit (DB) or a defined contribution (DC) plan and the exempt status of any related trust.


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Other Items You May Find Useful:

All Form 5307 Revisions

Form 5300, Application for Determination for Employee Benefit Plan

Form 8717, User Fee for Employee Plan Determination, Opinion, and Advisory Letter Request

Form 8905, Certification of Intent to Adopt a Pre-approved Plan

Other Current Products


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Page Last Reviewed or Updated: 04-Aug-2014