Get Form 5300 (rev. January 2017). Application For Determination For Employee Benefit Plan

Filling out the Form 5300 is a crucial step for obtaining a determination for your employee benefit plan. This guide provides clear instructions to help users navigate each section of the form effectively, ensuring a comprehensive understanding of the process.

Follow the steps to accurately complete the form online.

1. Press the ‘Get Form’ button to access the form and open it in the editor.
2. Complete section 1 with the name and address of the plan sponsor. Provide details such as city, state, zip code, employer identification number (EIN), and a contact telephone number.
3. In section 2, provide the contact person's information. If you have attached Form 2848 or Form 8821, mark the appropriate box and skip to section 3.
4. Fill out section 3 with the name of the plan, ensuring it does not exceed 70 characters, along with the plan number, effective date, and the number of participants.
5. Determine eligibility in section 4 by checking the appropriate determination request, which includes initial qualification for new or existing plans.
6. Respond to sections 5 through 19, answering Yes or No to each question, and providing additional statements where required.
7. Before submission, review the procedural requirements checklist to ensure that all necessary attachments and declarations are included.
8. Finally, sign and date the application to certify your compliance, and prepare to save, download, print, or share your completed form.

Complete your Form 5300 online today for a smooth employee benefit plan determination process.