Get the free Short Form Application for Determination for Minor Amendment of Employee Benefit Plan

This document provides instructions for completing Form 6406, which is used to apply for a determination for a minor amendment to an employee benefit plan that has received a favorable determination

How to fill out short form application for

How to fill out Short Form Application for Determination for Minor Amendment of Employee Benefit Plan

1. Begin by downloading the Short Form Application for Determination for Minor Amendment of Employee Benefit Plan from the official website.
2. Fill out the applicant's name and contact information at the top of the form.
3. Provide detailed information about the employee benefit plan for which the amendment is being requested.
4. Clearly describe the nature of the minor amendment being proposed.
5. Include any necessary supporting documentation that corroborates the minor amendment.
6. Review the application for completeness and accuracy.
7. Sign and date the application.
8. Submit the completed application along with any required fees to the appropriate regulatory agency.

Who needs Short Form Application for Determination for Minor Amendment of Employee Benefit Plan?

1. Employers or plan administrators seeking to amend an existing employee benefit plan.
2. Organizations looking to ensure continued compliance with regulatory requirements after making minor changes.
3. Trustees of retirement or welfare benefit plans that are making minor technical amendments.

For pdfFiller’s FAQs

What is Short Form Application for Determination for Minor Amendment of Employee Benefit Plan?

The Short Form Application for Determination for Minor Amendment of Employee Benefit Plan is a streamlined process for plan sponsors to request IRS approval for specific minor changes to existing employee benefit plans without needing to undergo a full determination process.

Who is required to file Short Form Application for Determination for Minor Amendment of Employee Benefit Plan?

Plan sponsors of employee benefit plans who are making minor amendments that impact the plan's qualification under the Internal Revenue Code are required to file this application.

How to fill out Short Form Application for Determination for Minor Amendment of Employee Benefit Plan?

To fill out the application, plan sponsors must provide necessary information such as plan details, descriptions of the minor amendments, and any required compliance statements. It is important to follow the instructions provided by the IRS carefully.

What is the purpose of Short Form Application for Determination for Minor Amendment of Employee Benefit Plan?

The purpose of the Short Form Application is to obtain an IRS determination that the minor amendments made to the employee benefit plan do not adversely affect the plan's qualified status under tax laws, ensuring continued tax benefits for participants.

What information must be reported on Short Form Application for Determination for Minor Amendment of Employee Benefit Plan?

The application must report information such as the plan's key features, descriptions of the amendments being made, and confirmation that these amendments fall within the guidelines provided by the IRS, as well as any other relevant documentation.