Get Form 5306-sep. Application For Approval Of Prototype Simplified Employee Pension

Filling out Form 5306-SEP is an essential step for program sponsors seeking IRS approval of their prototype simplified employee pension agreements. This guide provides clear, step-by-step instructions tailored to assist users in completing the form accurately and confidently.

Follow the steps to successfully complete Form 5306-SEP online.

1. Click ‘Get Form’ button to obtain the form and open it in the appropriate editing interface.
2. Read through Part I, Identifying Information, to ensure you understand what is required. Provide the requested approval type by checking the corresponding box for either 'Initial application' or 'Amendment'. If you are making an amendment, complete sections 2b(1) through 2b(4) with the relevant details.
3. Enter your user fee amount in the specified field. Refer to the Specific Instructions for information on the correct fee.
4. Fill in the applicant's name and employer identification number in section 4a and 4b. Include your address details in the following fields.
5. Designate a contact person by filling in their name and telephone number. Then, select the appropriate type of sponsoring organization from the provided list.
6. Proceed to Part II, Plan Information. Attach a copy of your plan documents as instructed and indicate the relevant article, section, and page number for various provisions.
7. Complete the required details about participation requirements, allocation formulas, and miscellaneous plan provisions, ensuring that all applicable information is detailed.
8. At the conclusion of the form, sign and date it as the authorized officer. Make sure to include your title.
9. Once all fields are completed, review the form for accuracy, save your changes, and prepare it for submission.
10. Choose to download, print, or share the completed form based on your submission needs.

Take the next step in your application process by completing your Form 5306-SEP online today.