Tax Form 5307  
Form 5307 - Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans

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Form 5307

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Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans. Form 5307

Use Form 5307, Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans, to:

(Adopters of M&P or volume submitter plans file Form 5307) to request a determination letter from the IRS for the qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

This form may be filed by an adopter of:

  • An approved non-standardized M&P plan,
  • An approved volume submitter plan, or
  • An approved standardized plan under the circumstances described in Rev. Proc. 2000-20.


From Fedforms.Gov:
"Adopters of master or prototype program or volume submitter plans use Form 5307 to request a determination letter from IRS for the qualification of a defined benefit or defined contribution plan and the exempt status of any related trust."


DOWNLOAD Form 5307

This form may be downloaded directly from the IRS website. To open or download, in PDF format, simply click on the link below:

Form 5307

 


 

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