EP Determination Application Processing Changes - Effective Dates by Form Type


Employee Plans is changing the determination letter program for retirement plans (Revenue Procedure 2015-6, section 6.13). Revised processing procedures will apply to all Form 5300 series determination letter applications. The effective date will vary based on form type.

Effective dates

Applications on:

These effective dates allow consistent processing of all individually designed and pre-approved plan applications submitted during each cycle.

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