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Form 5307 Rev March Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans
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People also ask
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What is form 4506-B?
Purpose Of Form Use Form 4506-B to request, under Section 6104, a copy of an exempt organization's exemption application or determination letter. Determination letters issued 2014 or later are available for inspection and printing on Tax Exempt Organization Search (TEOS) .irs.gov/teos. -
What is a 5300 filing?
File this Form 5300 to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust. -
What is IRS form 5307 for?
An adopter of a Volume Submitter (VS) plan files Form 5307 to request a determination letter (DL) from the IRS for the qualification of a modified defined benefit (DB) or a defined contribution (DC) plan and the exempt status of any related trust. -
How do I get a determination letter from the IRS?
Submit Form 4506-B via email: To request an older determination letter or an exemption application, complete Form 4506-B and then use the “Submit Form” button at the bottom of the form.
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