Get Form 4461-a (rev. March 2013) - Internal Revenue Service - Irs

Form 4461-A is used to apply for approval of a Master or Prototype or Volume Submitter Defined Benefit Plan. This guide will provide clear and detailed instructions on how to fill out the form online, ensuring that users can complete it accurately and efficiently.

Follow the steps to successfully complete the Form 4461-A online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor. Make sure you have the latest version of the form to ensure compliance.
2. Enter the amount of the user fee submitted in the designated field. This fee is required for processing the application.
3. Indicate whether you are submitting this application as an initial application or an amendment by filling in the checkboxes accordingly.
4. Provide the employer identification number of the applicant and the applicant's name and address, ensuring to include all necessary details.
5. Specify the type of applicant by selecting one of the following: M&P sponsor, M&P mass submitter, Volume submitter practitioner, or Volume submitter mass submitter.
6. Fill in the contact information for the person to be contacted regarding this application, including their email address and telephone number.
7. Indicate the form of plan you are applying for: Prototype plan, Master plan, or Volume submitter plan.
8. Answer whether the plan provides for permitted disparity by selecting ‘Yes’ or ‘No’ as applicable.
9. Before submitting, review all responses for completeness, especially sections regarding procedural requirements and any required attachments.
10. Once all sections are filled out and reviewed, users can save changes, download a copy of the completed form, print it for records, or share it as needed.

Complete your Form 4461-A online today to ensure smooth processing of your application.