Form 5307, Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans

5307, Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans
  • Latest Revision
  • Updated: 11/23/2019
  • Successful Requests: 1,036,357
  • Instructions Included: Yes

An adopter of a Volume Submitter (VS) plan files Form 5307 to request a determination letter (DL) from the IRS for the qualification of a modified defined benefit (DB) or a defined contribution (DC) plan and the exempt status of any related trust.

Form 5307

All Form 5307 Revisions

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