About Form 5300, Application for Determination for Employee Benefit Plan


File this Form 5300 to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

Current revision

Form 5300 must be submitted electronically through Pay.gov. You can access the most recent revision of the form at Pay.gov.

To submit Form 5300, you must: 

  1. Register for an account on Pay.gov
  2. Enter “5300” in the search box and select Form 5300.
  3. Complete the form. 

Instructions for Form 5300 (Print versionPDF)

Recent developments

None at this time.

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