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

 

Forms:

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

Publications:


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.