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Individual Tax Return
Itemized Deductions
Application for Automatic Extension of Time
Request for Taxpayer Identification Number (TIN) and Certification

 

Single and Joint Filers With No Dependents
Employer's Quarterly Federal Tax Return
Employee's Withholding Allowance Certificate
Request for Transcript of Tax Return

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Retirement Plan Participant Notices - Annual Benefits Statement

Description: An individual statement reflecting a participant's accrued and vested amounts. It may also identify benefits that may be forfeited upon a participant's termination.

What it should contain: The statement should identify the participant's accrued benefit and vested pension amount. An accrued benefit for a participant in a defined contribution plan (e.g., profit-sharing plan), is the amount in that participant's individual account at any given time. In a defined benefit plan, the accrued benefit is the benefit that will be provided when the participant reaches the plan's normal retirement age. A vested benefit is the portion of the participant's benefit that is not at risk of being forfeited.

Timing: The annual benefits statement may be provided upon written request if permitted by a plan provision; however, it is not required to be issued more than once every 12 months.

Who is responsible for sending it: The administrator of the plan.

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