Our website offers many answers to basic questions. See:
- Retirement Plans FAQs
- Types of Plans - rules for 401(k)s, SIMPLE IRAs, SARSEPs, SEPs, 403(b) plans and more
- Check the status of your determination, opinion or advisory letter application
- How to request a copy of or a corrected letter
Call or Write:
(877) 829-5500 (toll-free number)
Internal Revenue Service
Attn: EP Customer Service Manager
P.O. Box 2508
Cincinnati, OH 45201
Our Customer Account Services group can help with:
- Account-specific questions
- Basic information about EP forms (Forms 5300, 5330, 5307, 5310, 5500-EZ, 8955-SSA)
- Status of pending applications
- We regret that we cannot answer technical or legal questions regarding retirement plans.
Email: tege.outreach@irs.gov
We welcome your comments about our programs and our website, but we regret that we cannot respond to your email.
| Resources for other issues: | |
|---|---|
| Form 5500, 5500-SF - filed through EFAST 2 | (866) 463-3278 EFAST2 Filing - Welcome |
|
Requests for:
|
See How to request a copy of or a corrected letter |
| Employee Plans Compliance Resolution System (EPCRS) VCP submission status questions only |
(626) 927-2011 You will need to provide the submission's nine-digit control number, beginning with “911” stamped on the submission acknowledgment letter, or, if an acknowledgment letter has not been received, the sponsor’s EIN and the plan number. |
| IRAs |
Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs) Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs) Publication 3125, An Important Message For Taxpayers With IRAs - IRS does not approve IRA investments |
| Taxability of distributions |
Publication 575, Pension and Annuity Income |
| 401(a) governmental plans and 403(b) plans for state & local governments and tax-exempt organizations | IRS Office of Chief Counsel - TEGE (202) 317-4148 |
| 457 plans for state & local governments and tax-exempt organizations | IRS Office of Chief Counsel - Executive Compensation (202) 317-5600 |