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IRS 5310-A 1997 free printable template

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Vs 5310-A Rev. 6/97 Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business OMB No. 1545-1225 Under sections 6058(b)
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How to fill out IRS 5310-A

01
Download IRS Form 5310-A from the IRS website.
02
Provide information about the plan sponsor, including name, address, and identification number.
03
Indicate the type of plan by checking the appropriate box.
04
Fill out the plan name and the Employer Identification Number (EIN).
05
Answer questions related to plan details such as trust classification and plan year.
06
Review the plan amendments and fill out the relevant section for amendment details.
07
Complete any additional required sections based on the specific plan and its changes.
08
Sign and date the form at the bottom, ensuring all information is accurate.
09
Submit the completed form to the IRS at the address specified in the instructions.

Who needs IRS 5310-A?

01
Pension plan sponsors who are filing for a determination letter regarding a qualified plan amendment.
02
Organizations that have modified their retirement plans and need to notify the IRS.
03
Any employer or plan administrator responsible for maintaining a tax-qualified retirement plan.
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IRS 5310-A is a form used to report changes related to the qualification of retirement plans, particularly those affecting the status of a defined benefit plan.
Employers, plan sponsors, or administrators of retirement plans must file IRS 5310-A when they are making certain amendments to the plan that may affect its tax-qualified status.
To fill out IRS 5310-A, provide the required information regarding the retirement plan, including identification details, amendment specifics, and any necessary calculations that support the changes being made.
The purpose of IRS 5310-A is to notify the IRS of proposed amendments to retirement plans that could impact their compliance with federal tax laws and regulations.
Information that must be reported on IRS 5310-A includes the plan name, plan number, tax identification number, details of the amendment, and any supporting documentation for the changes.
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