| Pension Plan; Retirement Plan |
| 1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only)( pdf) · Instructions (pdf) |
| 4461 |
Application for Approval of Master or Prototype Defined Contribution Plan (pdf) |
| 4461-A |
Application for Approval of Master or Prototype Defined Benefit Plan (pdf) |
| 4461-B |
Application for Approval of Master or Prototype Plan (pdf) |
| 5310 |
Application for Determination Upon Termination (Info Copy Only) (pdf) · Instructions (pdf) |
| 5310-A |
Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business (Info Copy Only) (pdf) · Instructions (pdf) |
| 5329 |
(Additional Taxes Attributable to IRAs, Other Qualified Retirement Plans, Annuities, Modified Endowment Contracts, and MSAs (pdf) · Instructions (pdf) |
| 5330 |
Return of Excise Taxes Related to Employee Benefit Plans (pdf) · Instructions (pdf) |
| 5500 |
Annual Return/Report of Employee Benefit Plan (Info Copy Only) (pdf) · Instructions (pdf) |
Schedule A 5500 |
Insurance Information (Info Copy Only) (pdf) |
Schedule B 5500 |
Actuarial Information (Info Copy Only) (pdf) · Instructions (pdf) |
Schedule C 5500 |
Service Provider Information (Info Copy Only) (pdf) |
Schedule D 5500 |
DFE/Participating Plan Information (Info Copy Only) (pdf) |
Schedule E 5500 |
ESOP Annual Information (Info Copy Only) (pdf) |
Schedule G 5500 |
Financial Transaction Schedules (Info Copy Only) (pdf) |
Schedule H 5500 |
Financial Information (Info Copy Only) (pdf) |
Schedule I 5500 |
Financial Information - Small Plan (Info Copy Only) (pdf) |
Schedule P 5500 |
Annual Return of Fiduciary of Employee Benefit Trust (Info Copy Only) (pdf) · Instructions (pdf) |
Schedule R 5500 |
Retirement Plan Information (Info Copy Only) (pdf) |
Schedule SSA 5500 |
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (Info Copy Only) (pdf) |
| 5500-EZ |
Annual Return of One Participant (Owners and Their Spouses) Retirement Plan (Info Copy Only) (pdf) · Instructions (pdf) |
| 6088 |
Distributable Benefits From Employee Pension Benefit Plans (pdf) |
| 8881 |
Credit for Small Employer Pension Plan Startup Costs (pdf) |
| 8891 |
U.S. Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans (pdf) |