Document Category: Finance

IRS Form 5305-SIMPLE: Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) – for Use With a Designated Financial Institution

Finance

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IRS Form 5306: Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA)

Finance

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IRS Form 5306-A: Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)

Finance

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IRS Form 5307: Application for Determination for Adopters of Modified Volume Submitter Plans (Info Copy Only)

Finance

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IRS Form 5308: Request for Change in Plan/Trust Year

Finance

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IRS Form 5309: Application for Determination of Employee Stock Ownership Plan

Finance

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IRS Form 5310: Application for Determination Upon Termination (Info Copy Only)

Finance

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IRS Form 5310-A: Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business

Finance

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IRS Form 5316: Application for Group or Pooled Trust Ruling

Finance

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IRS Form 4768: Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes

Finance

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