Date, EIN and DLN
The top row holds the date, the employer identification number and a document locator number (DLN).
15091
Benefit Assurance
Form 15091, Benefit Assurance, is a one-page IRS form about a plan that has terminated. It asks for the plan's name and number, the employer identification number (EIN), the date of termination, and the dates and amounts of excess assets received, guaranteed annuity contracts purchased and lump sum distributions paid.
The signer certifies that the plan's liabilities to all plan participants have been satisfied by the purchase of guaranteed annuity contracts or the payment of lump sum distributions. The form says to complete and return it to the Technical or Review Staff at the IRS Tax Exempt and Government Entities address printed on it.
The PDF has no separate instructions. You can fill out Form 15091 free in your browser on this page and download it without an account.
The top row holds the date, the employer identification number and a document locator number (DLN).
The address, person to contact, contact telephone number, plan name and plan number.
A single field for the date the plan terminated.
Three rows, each with dates and an amount: excess assets received, guaranteed annuity contracts purchased and lump sum distributions paid.
A statement that the plan's liabilities to all plan participants have been satisfied, with signature, title and date.
Enter the date, the EIN and the DLN.
Enter the address, the person to contact and their telephone number, then the plan name and plan number.
Enter the date of termination of the plan.
For each row that applies, enter the dates excess assets were received, guaranteed annuity contracts were purchased or lump sum distributions were paid, and the amount.
Sign the certification, enter a title and date, and mail the form to the address printed at the bottom.
You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.
The form prints: IRS - Tax Exempt and Government Entities, CPC:C&CA Referrals Group, Mail Stop 4910DAL, 1100 Commerce Street, Dallas, TX 75242-1027.
The form says to complete and return it to the Technical or Review Staff at that address.
The form says the signer certifies that the plan's liabilities to all plan participants have been satisfied by the purchase of guaranteed annuity contracts or the payment of lump sum distributions.
The form prints no deadline and has no separate instructions.
The form does not name the role of the person who completes it. It asks for a plan's details, a contact person and a signature with a title.
No tool matches that search.
It is the IRS Benefit Assurance form. It records how a terminated plan's liabilities to all plan participants were satisfied and carries a signed certification.
To IRS - Tax Exempt and Government Entities, CPC:C&CA Referrals Group, Mail Stop 4910DAL, 1100 Commerce Street, Dallas, TX 75242-1027, as printed on the form.
Dates and amounts for excess assets received, guaranteed annuity contracts purchased and lump sum distributions paid.
No separate instructions are printed. The form only says to complete and return it to the Technical or Review Staff at the address shown.