Get Form 5306 (rev. September 2004). Application For Approval Of Prototype Or Employer Sponsored

This guide provides clear and detailed instructions for completing the Form 5306, a vital document for those seeking approval for prototype or employer-sponsored individual retirement arrangements. By following these steps, users can efficiently navigate the form's components and ensure accurate submission.

Follow the steps to complete your application effortlessly.

1. Click ‘Get Form’ button to acquire the form and open it in your preferred editor.
2. Begin by completing Part I of the form, which focuses on identifying information. Fill in your applicant name, employer identification number, and contact details such as phone number and address. Ensure all information is accurate, especially the user fee amount to be submitted.
3. In Section 2 of Part I, select the type of retirement arrangement you are requesting approval for by checking the appropriate box. This can include options like prototype traditional IRAs, SIMPLE IRAs, and Roth IRAs.
4. Proceed to Part II where you will provide plan information. Attach a copy of the relevant plan documents and detail the article or section reference along with the page number for critical provisions indicated in the form.
5. Ensure you include specific provisions regarding allowable contributions and investment restrictions. For each item, you must provide the required references or indicate 'N/A' if they do not apply.
6. Review all sections of the form for completeness and verify that all attached documents are included, including any copies of amendments if applicable.
7. Finally, an authorized officer must sign the form. Ensure that their title and the date are also provided. The form is now ready for submission.
8. After completing and reviewing the form, you can save changes, download the document, or print and share it as needed for submission to the IRS.

Complete your documents online for a streamlined submission process.