Form 5310 - Application For Determination For Terminating Plan Page 13
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Form 5310 (Rev. 12-2013)
Page
Procedural Requirements Checklist
Use this list to ensure that your submitted package is complete. Failure to supply the appropriate information may result in a delay in
the processing of the application.
Yes
No
1.
Is Form 8717, User Fee for Employee Plan Determination Letter Request, attached to your submission?
2.
Is the appropriate user fee for your submission attached to Form 8717?
If appropriate, is Form 2848, Power of Attorney and Declaration of Representative, Form 8821, Tax Information
3.
Authorization, or a privately designed authorization attached? (For more information, see the Disclosure
Request by Taxpayer in the instructions and Rev. Proc. 2013-4, 2013-1 I.R.B. 126 updated annually.)
Is a copy of your plan’s latest DL, or if the plan is based on a pre-approved plan, is a copy of the opinion or
4.
advisory letter, if any, attached?
Have you included a copy of the plan, trust, and all amendments adopted or effective during the current RAC?
5.
6.
Is the application signed and dated?
Is the EIN of the plan sponsor/employer (NOT the trust’s EIN) entered on line 1f?
7.
8.
Have interested parties been given the required notification of this application? Make sure line 8a is completed.
Have you included a copy of the Board of Director’s Resolution or other documentation formally terminating
9.
the plan?
If line 7a(1) is “Yes,” is the required statement attached?
10.
If line 12 is “Yes,” is the required statement attached?
11.
If line 13b is “No,” is the required statement attached?
12.
13.
If line 17b is “Yes,” is the required statement attached?
14.
If line 17e is “Yes,” is the required statement attached?
15.
If line 17f(1) is “Yes,” is the required statement attached?
16.
If this is a DB plan, is the Schedule SB (Form 5500) and AFTAP certification(s) attached?
17.
If line 17g(2) is “Yes,” is the required statement attached?
18.
If line 17h(4) is “Yes,” is the required copy of Form 5330 or any funding waiver ruling attached?
19.
If line 17i(2) is “Yes,” is the required statement attached?
20.
If line 17i(6) is “Yes,” is the required statement attached?
21.
If line 17i(9) is “Yes,” is the required statement attached?
22.
If line 17(m) is “Yes,” is the required statement attached?
23.
If line 18 is “Yes,” is the required statement attached?
24.
If line 19 is completed, is the required statement and other documentation attached, if applicable?
25.
If any portion of line 21 is completed as “Other,” is the required statement attached?
Is the application signed and dated? (Stamped signatures are not acceptable; see Rev. Proc. 2013-4 updated
26.
annually.)
5310
Form
(Rev. 12-2013)
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