Get Irs 5310-a 2006-2026

Filling out the IRS Form 5310-A is an important step for plan sponsors who need to notify the IRS of certain plan transactions. This guide will provide clear, step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to complete the IRS 5310-A online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Part I, fill out the name of the plan sponsor in line 1a, followed by the employer identification number in line 1b, and provide the street address in line 1c. If applicable, enter the employer's tax year ending month and the contact's telephone number in lines 1d and 1e.
3. Still in Part I, designate the person to contact for more information in section 2. Include their name, address, and telephone number as required.
4. Proceed to Part II. If you are reporting a plan merger, consolidation, spinoff, or transfer of assets, complete lines 3 through 5. Ensure the plan name (line 3a) does not exceed 66 characters and include the plan number in line 3b.
5. Answer the questions in lines 4a and 4b regarding the type of plan, and attach any necessary statements as outlined in the instructions.
6. Continue with line 5 where you will indicate the total number of other plans involved in the transaction. Complete this section as needed.
7. Move to Part III if filing a notice of qualified separate lines of business (QSLOB). Start by answering the question on line 6a regarding previous filings.
8. Complete lines 6b, 6c, and 6d if applicable. This includes entering details about the first testing year and the filing location code.
9. Ensure everything is filled out accurately, and finally, review your entries for correctness. After completing the form, save changes, download, or print as needed.

Complete your IRS 5310-A form online and ensure compliance with your reporting obligations.