Retirement & savings plans

63 IRS forms

63 of 63 forms

5305-RB

Roth Individual Retirement Annuity Endorsement

5305-SEP

Simplifies Employee Pension-Individual Retirement Accounts Contribution Agreement

5305-B

Model VCP Compliance Statement-Schedule 6 Employer Eligibility Failure (401(k) and 403(b) Plans Only)

14568-A

Model VCP Compliance Statement - Schedule 1: Plan Document Failures for 403(b) Plans

14568-G

Model VCP Compliance Statement- Schedule 7 Failure to Distribute Elective Deferrals in Excess of the 402(g) Limit

8915-B

Qualified 2017 Disaster Retirement Plan Distributions and Repayments

14568-B

Model VCP Compliance Statement - Schedule 2: Nonamender Failures for IRC 401(a) Plans

4461-B

Application for Approval of Standardized or Nonstandardized Pre-Approved Plans

5308

Request for Change in Plan/Trust Year

5305-SIMPLE

Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)-for Use With a Designated Financial Institution

5304-SIMPLE

Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)--Not for Use With a Designated Financial Institution

8606

Nondeductible IRAs

5309

Application for Determination of Employee Stock Ownership Plan

14568-H

Model VCP Compliance Statement-Schedule 8: Failure to Pay Required Minimum Distributions Timely

4461-C

Application for Approval of Standardized or Nonstandardized 403(b) Pre-Approved Plan

14568

Model VCP Compliance Statement

5500-EZ

Annual Return of A One-Participant (Owners/Partners and Their Spouses) Retirement Plan or A Foreign Plan

8851

Summary of Archer MSAs

8950

Application for Voluntary Correction Program (VCP)

8915-F

Qualified Disaster Retirement Plan Distributions and Repayments

15417-D

403(b) Plan, Plan Limitation on Contribution and Benefits Worksheet Number 6A – Determination of 403(b) Status

15417-C

403(b) Plan Coverage and Nondiscrimination Requirements for Employer Contributions (Other than Matching Contributions) Worksheet 5B – Determination of 403(b) Status

14568-E

Model VCP Compliance Statement- Schedule 5: Plan Loan Failures(Qualified Plans and 403(b) Plans)

14568-I

Model VCP Compliance Statement - Schedule 9:Limited Safe Harbor Correction by Plan Amendment

5305A-SEP

Salary Reduction Simplified Employee Pension--Individual Retirement Accounts Contribution Agreement

14568-D

Model VCP Compliance Statement - Schedule 4 SIMPLE IRAs

6088

Distributable Benefits From Employee Pension Benefit Plans

14568-C

Model VCP Compliance Statement-Schedule 3 SEPs and SARSEPs

5330

Return of Excise Taxes Related to Employee Benefit Plans

15417-F

403(b) Plans Nondiscrimination Requirements for Matching Contributions and Employee After-Tax Contributions Worksheet 11A–- Determination of 403(b) Status

14581-E

Retirement Plan Coverage Compliance Self-Assessment For State and Local Government Entities

14708

Streamlined Domestic Penalty Reconsideration Request Related to Canadian Retirement Plans

15417

403(b) Plan Eligibility and Participation Worksheet 1A – Determination of 403(b) Status

15417-A

403(b) Plan Minimum Vesting Standards Worksheet 2B – Determination of 403(b) Status

15417-B

403(b) Plan Miscellaneous Provisions Worksheet 4A – Determination of 403(b) Status

15417-E

403(b) Plan Required Minimum Distributions Worksheet 9A – Determination of 403(b) Status

15417-G

403(b) Plan Elective Deferrals Worksheet 12A – Determination of 403(b) Status

15417-H

403(b) Plan Distributions Worksheet 15 - Determination of 403(b) Status

15417-I

403(b) Plan 403(b)(9) Retirement Income Accounts Worksheet 16 –Determination of 403(b) Status

4461

Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Contribution Plans

4461-A

Application for Approval of Standardized or Nonstandardized Pre-Approved Defined Benefit Plan

4972

Tax on Lump-Sum Distributions

5305

Traditional Individual Retirement Trust Account

5305-A

Traditional Individual Retirement Custodial Account

5305-R

Roth Individual Retirement Trust Account

5305-R

Roth Individual Retirement Trust Account

5305-S

SIMPLE Individual Retirement Trust Account

5305-S

SIMPLE Individual Retirement Trust Account

5306

Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA)

5306-A

Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)

5310-A

Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business

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