Determination, Opinion and Advisory Letters for Retirement Plans - Additional Resources

 

Forms

  • Form 2848PDF

    Power of Attorney and Declaration of Representative
     

  • Form 4461PDF

    Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Contribution Plans
     

  • Form 4461-APDF

    Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Benefit Plan
     

  • Form 4461-BPDF

    Application for Approval of Standardized or Nonstandardized Pre-Approved Plans
     

  • Form 4461-CPDF

    Application for Approval of Standardized or Nonstandardized 403(b) Pre-Approved Plans
     

  • Form 5300PDF

    Application for Determination for Employee Benefit Plan
     

  • Form 5307PDF

    Application for Determination for Adopters of Modified Volume Submitter Plans
     

  • Form 5309PDF

    Application for Determination of Employee Stock Ownership Plan (filed in conjunction with Form 5300)
     

  • Form 5310PDF

    Application for Determination for Terminating Plan
     

  • Form 8717PDF

    User Fee for Employee Plan Determination Letter Request 
     

  • Form 8717-APDF

    User Fee for Employee Plan Opinion Letter Request 
     

  • Form 8821PDF

    Tax Information Authorization

Publications

Published guidance

Plan amendments

Related Web pages

Help