Form 5307 - Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans

This form is filed by employers or plan administrators who have adopted a prototype plan approved by the IRS National Office or a regional prototype plan approved by the IRS District Director to obtain a ruling that the plan adopted is qualified under IRC sections 401(a) and 501(a). It may not be used to request a letter for a multiple employer plan.

The latest form for Form 5307 - Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans expires 2024-01-31 and can be found here.