Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (Ira)

Download a blank fillable Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (Ira) in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (Ira) with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

5306
Application for Approval of Prototype or Employer
Form
Sponsored Individual Retirement Arrangement (IRA)
OMB No. 1545-0390
(Rev. August 2013)
(Under section 408(a), (b), (c), or (p) or section 408A of the Internal Revenue Code)
Department of the Treasury
Information about Form 5306 and its instructions is at
▶
Internal Revenue Service
For IRS Use Only
1
Enter amount of user fee submitted (see Specific Instructions)
$
File folder number
▶
Part I
Identifying Information (see instructions before completing this part)
2
Approval requested for:
a Type of individual retirement arrangement—
(1)
(2)
Prototype traditional IRA under section 408(a) or 408(b)
Prototype Roth IRA under section 408A
(3)
Prototype dual-purpose IRA
(4)
Prototype SIMPLE IRA under section 408(p)
(5)
Roth or traditional IRA established by employer or
employee association under section 408(c)
b
Initial application
c
Amendment—Enter
(1) Latest letter serial number
(2) Date letter issued
(3) File folder number
▶
3a Name of applicant
3b Employer identification
number of applicant
Number, street, and room or suite no. (If a P.O. box, see instructions.)
City or town, state, and ZIP code
4a Name of person to be contacted
4b Telephone number
4 c Email address
4d If a power of attorney is attached, check box . . . . .
▶
5 a Type of sponsoring organization (if you are applying for a ruling under section 408(c), do not complete this item):
(1)
(5)
Insurance company
Regulated investment company
(2)
Trade or professional association
(6)
Federally insured credit union
(3)
Savings and loan association that qualifies as a bank
(7)
Approved non-bank trustee (attach copy of approval
letter)
(4)
Bank
b Type of submission (check one box):
(1)
Not a mass submitter
(2)
Mass submitter
(3)
Identical adoption of a mass submitter
(4)
Minor modification of a mass submitter
6
Name of trustee or custodian
Number, street, and room or suite no. (If a P.O. box, see instructions.)
City or town, state, and ZIP code
7
Type of funding entity:
a
Trust
c
Insurance company
b
Custodial account
Annuity contract or endorsement number (see instructions)
▶
Under penalties of perjury, I declare that I have examined this application, including accompanying statements, and to the best of my knowledge
Please
and belief, it is true, correct, and complete.
Sign
Here
Title
Signature of officer
Date
5306
For Privacy Act and Paperwork Reduction Act Notice, see instructions.
Form
(Rev. 8-2013)
Cat. No. 11830C

ADVERTISEMENT

00 votes

Related Articles

2018 Business Tax Calendar: Key Deadlines And Due Dates
2018 Tax Return Due Dates And Deadlines
Top 20 Happy Easter Cards And Gift Tags To Download For Free

Related forms

Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (ira) Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (ira) Financial
Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (ira) Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (ira) Financial
Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (ira) Form 5306 - Application For Approval Of Prototype Or Employer Sponsored Individual Retirement Arrangement (ira) Financial
Form 4461 - Application For Approval Of Master Or Prototype Or Volume Submitter Defined Contribution Plans Form 4461 - Application For Approval Of Master Or Prototype Or Volume Submitter Defined Contribution Plans Financial
Form 4461 - Application For Approval Of Master Or Prototype Or Volume Submitter Defined Contribution Plans Form 4461 - Application For Approval Of Master Or Prototype Or Volume Submitter Defined Contribution Plans Financial
Form 4461 - Application For Approval Of Master Or Prototype Or Volume Submitter Defined Contribution Plans Form 4461 - Application For Approval Of Master Or Prototype Or Volume Submitter Defined Contribution Plans Financial
Form 5306-a - Application For Approval Of Prototype Simplified Employee Pension (sep) Or Savings Incentive Match Plan For Employees Of Small Employers (simple Ira Plan) Form 5306-a - Application For Approval Of Prototype Simplified Employee Pension (sep) Or Savings Incentive Match Plan For Employees Of Small Employers (simple Ira Plan) Financial
Form 5306-a - Application For Approval Of Prototype Simplified Employee Pension (sep) Or Savings Incentive Match Plan For Employees Of Small Employers (simple Ira Plan) Form 5306-a - Application For Approval Of Prototype Simplified Employee Pension (sep) Or Savings Incentive Match Plan For Employees Of Small Employers (simple Ira Plan) Financial
Form 5306-a - Application For Approval Of Prototype Simplified Employee Pension (sep) Or Savings Incentive Match Plan For Employees Of Small Employers (simple Ira Plan) Form 5306-a - Application For Approval Of Prototype Simplified Employee Pension (sep) Or Savings Incentive Match Plan For Employees Of Small Employers (simple Ira Plan) Financial
Form 5306-a - Application For Approval Of Prototype Simplified Employee Pension (sep) Or Savings Incentive Match Plan For Employees Of Small Employers (simple Ira Plan) Form 5306-a - Application For Approval Of Prototype Simplified Employee Pension (sep) Or Savings Incentive Match Plan For Employees Of Small Employers (simple Ira Plan) Financial

Related Categories

Parent category: Financial
Download
Go
Page of 3