Get Form 5558 (rev. January 2025)

Form 5558 is an essential document for individuals or entities seeking an extension of time to file certain employee plan returns. This guide provides a clear, step-by-step walkthrough on how to complete the form effectively online, ensuring you meet all necessary requirements and deadlines.

Follow the steps to complete Form 5558 online successfully.

1. Press the ‘Get Form’ button to access the online form for Form 5558 and open it in your preferred document editor.
2. Begin by entering the name of the filer, plan administrator, or plan sponsor in Part I, section A.
3. Input the employer identification number (EIN) in the designated field (part I, section B), formatted as nine digits in the form XX-XXXXXXX.
4. Enter the three-digit plan number (PN) assigned to the plan in Part I, section D.
5. Complete the address fields, including the street number, city, state, and ZIP code in Part I, section A.
6. Provide the formal name of the plan in Part I, section C and ensure that the provided information matches previous filings.
7. In Part I, section E, specify the plan year end date in the MM/DD/YYYY format.
8. In Part II, indicate if you are requesting an extension for the first Form 5500 series with a check in the appropriate box.
9. For line 2, enter the new due date for filing the Form 5500 series; this cannot exceed the 15th day of the 3rd month after the normal due date.
10. For line 3, enter the requested due date for filing Form 8955-SSA, following similar date constraints.
11. Review all sections for accuracy and completeness to avoid processing delays.
12. Finalize your form by saving changes, downloading, printing, or sharing the completed document as necessary.

Complete and submit your Form 5558 online to ensure you meet your filing deadlines.