Get Form 8837 (february 2000) Notice Of Adoption Of Revenue Procedure Model Amendments Department Of

Filling out Form 8837 is crucial for sponsors of master or prototype plans adopting model amendments under revenue procedures. This guide provides clear instructions to assist users in completing the form accurately and efficiently.

Follow the steps to fill out Form 8837 correctly.

1. Click ‘Get Form’ button to obtain the form and open it in an editor.
2. Enter the name and address of the plan sponsor in the designated fields at the top of the form.
3. Provide the employer identification number (EIN) associated with the plan sponsor.
4. List the revenue procedure numbers containing the model amendments you are adopting.
5. Indicate the form of the plan by checking the appropriate box for 'Master or Prototype' or 'Volume Submitter Specimen.'
6. Provide the serial number of the most recent letter issued to your plan.
7. Attach a copy of the changed plan document or, alternatively, the changed pages, ensuring you check 'Yes' or 'No' regarding the attachment.
8. If applicable, answer questions related to whether you are a mass submitter and if you have attached a recent opinion letter.
9. Declare the correctness of the information by signing and dating the form in the designated area.
10. Finally, save your changes, download the form, and print or share it as needed.

Complete your Form 8837 online today to ensure compliance with the latest revenue procedures.