File this Form 5300 to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust. Current Revision Form 5300PDF Instructions for Form 5300 (Print VersionPDF) Recent Developments Clarification of Procedures for a Multiple Employer Plan to Apply for a Determination Letter -- 07-MAY-2018 The addresses for Employee Plans submissions for determination letters, letter rulings, and IRA opinion letters have changed. The new addresses apply to Forms 5300, 5306, 5306-A, 5307, 5308, 5310, 5310-A, 5316, and 8717. October 11, 2019. Other Items You May Find Useful All Revisions for Form 5300 About Publication 947, Practice Before the IRS and Power of Attorney Revenue Procedure 2016-37 Other Current Products Related Forms About Form 2848, Power of Attorney and Declaration of Representative About Form 5309, Application for Determination of Employee Stock Ownership Plan About Form 5310, Application for Determination Upon Termination (Info Copy Only) About Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business About Form 8717, User Fee for Employee Plan Determination Letter Request Additional Forms Related to Form 5300
