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Application for Determination for Employee Benefit Plan

Rev. January 2017

This document provides instructions on how to request a determination letter from the Internal Revenue Service (IRS) regarding the qualification of a new or existing retirement plan. The application package must include various forms, user fees, and other required documentation. The determination letter will confirm that the plan meets the applicable requirements of the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code (IRC).

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Tax forms

Form 5300 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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