Get Non-discrimination Testing Questionnaire - Ami Benefit Plan ...

The Non-discrimination Testing Questionnaire for the AMI Benefit Plan is an essential document that ensures compliance with required testing for your plan. This guide provides you with step-by-step instructions on how to complete the form effectively online, ensuring accurate data submission.

Follow the steps to complete the Non-discrimination Testing Questionnaire online.

1. Click ‘Get Form’ button to access the questionnaire and open it in your browser.
2. Begin filling out the form by entering your company name, plan name, address, phone number, fax number, employer ID, and business activity code in the appropriate fields.
3. Provide the plan administrative contact information, including the name and email contact as well as the entity type and fiscal year end date.
4. Answer the first question regarding the receipt of leased employee services by selecting 'Yes' or 'No.' If applicable, provide additional details as required.
5. Indicate whether any business changes occurred in the past 12 months and provide relevant details if applicable.
6. Report any changes in your entity classification in the past year, including the type of change and the date it occurred.
7. Specify whether your company will be filing an extension for the tax return, and fill in the preparer’s name, title, and date of preparation.
8. State whether you maintain any other qualified retirement plans, providing names and types if applicable.
9. Indicate ownership details under the controlled group question, detailing ownership percentage and number of employees.
10. List employees on maternity or paternity leave, as well as those who are disabled, deceased, or retired, ensuring accurate recording.
11. Take note of employees activated for military service, including their participation details.
12. Complete the 2014 matching formula details, ensuring to include social security numbers and any percentage details.
13. If there were changes to your matching formula during the plan year, indicate the new formula and the effective change date.
14. Lastly, if your company will be making discretionary profit-sharing contributions, provide projected date and amount details, followed by any additional notes required.
15. Review all provided data for accuracy, then save your changes and choose to download, print, or share the completed form.

Complete the Non-discrimination Testing Questionnaire online today to ensure timely compliance.