EP Examination Process Guide - Section 8 - Customer Education and Outreach - Forms and Publications



  • Form 5500
    Annual Return/Report of Employee Benefit Plan
  • Form 5500-EZ PDF
    Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan


  • Publication 560 PDF
    Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)
  • Publication 571 PDF
    Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations
  • Publication 590-A
    Contributions to Individual Retirement Arrangements (IRAs)
  • Publication 590-B
    Distributions from Individual Retirement Arrangements (IRAs)
  • Publication 3998 PDF
    Choosing a Retirement Solution for Your Small Business

Other resources:

  • EFAST Site - Forms 5500 and Form 5500EZ
    The Employee Benefits Security Administration of the Department of Labor launched the EFAST site to provide filers with up-to-date information about filing requirements, electronic filing options, software availability, frequently asked questions, publications and forms.