The IRS Form 4461‑C is the official application used by providers or mass submitters of a 403(b) pre‑approved plan. It must be filed for each separate adoption agreement or for each single‑document plan where no adoption agreement is used. Our fillable PDF lets you complete the form quickly, accurately, and securely.
Form 4461‑C is part of the IRS’s pre‑approval process for employee benefit plans under section 401(a) of the Internal Revenue Code. It captures essential plan details, adoption agreements, and supporting documentation required for IRS approval.
Instead of downloading the PDF and opening a separate editor, simply click the "Fill out this form" button on this page. The Formize PDF Filler will load in your browser, allowing you to:
After completing the form, you can either:
Keep a copy for your records and track the submission status using the IRS’s online tools.
For quick answers, scroll down to the FAQ section below.
Any provider or mass submitter of a 403(b) pre‑approved plan must file Form 4461‑C for each separate adoption agreement or single‑document plan.
Yes. After completing the fillable PDF, you can upload it through the IRS e‑file portal if you have an authorized transmitter.
Submit one copy of Form 4461‑C for each adoption agreement or each single‑document plan, plus any supporting documents listed on line 12(a).
The current version is Rev. 10‑2024, which is the PDF linked on this page.
Yes. The form requires the plan sponsor’s signature. You can use the electronic signature feature in Formize or print, sign, and scan the completed form.
Mail the completed form to the address specified in the IRS instructions, or submit it electronically via the IRS e‑file system.
Form 4461-C is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.
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