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

 

Forms

  • Form 2848 PDF
    Power of Attorney and Declaration of Representative
     
  • Form 4461 PDF
    Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plans
     
  • Form 4461-A PDF
    Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan
     
  • Form 4461-B PDF
    Application for Approval of Master or Prototype or Volume Submitter Plans
     
  • Form 5300 PDF
    Application for Determination for Employee Benefit Plan
     
  • Form 5307 PDF
    Application for Determination for Adopters of Modified Volume Submitter Plans
     
  • Form 5309 PDF
    Application for Determination of Employee Stock Ownership Plan (filed in conjunction with Form 5300)
     
  • Form 5310 PDF
    Application for Determination for Terminating Plan
     
  • Form 8717 PDF
    User Fee for Employee Plan Determination Letter Request
     
  • Form 8717-A PDF
    User Fee for Employee Plan Opinion or Advisory Letter Request
     
  • Form 8821 PDF
    Tax Information Authorization

Publications

Published guidance

Plan amendments

Related Web pages

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