Form 5307 - Application For Determination For Adopters Of Master Or Prototype Or Volume Submitter Plans Form - Internal Revenue Service Page 8

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8
Form 5307 (Rev. 3-2008)
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.
1.
Is Form 8717, User Fee for Employee Plan Determination, Opinion, and Advisory 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. 2007-4.)
4.
Is a copy of your plan’s latest determination letter, if any, attached?
Have you included a copy of the plan, trust, and all amendments since your last determination letter?
5.
Is the Employer Identification Number (EIN) of the plan sponsor/employer (not the trust’s EIN) entered on line 1h?
6.
Does line 4d provide the plan’s original effective date?
7.
8.
Is the application signed and dated? (Stamped signatures are not acceptable; see Rev. Proc. 2007-4.)
Have interested parties been given the required notification of this application? Make sure line 3i is completed.
9.
(See instructions)
10.
If your plan is a master or prototype, have you included a copy of the adoption agreement and opinion letter?
11.
If your plan is a volume submitter, have you included: (See What To File in the instructions.)
A copy of the plan document and/or adoption agreement;
The current advisory letter;
A list of modifications, if applicable;
A copy of the trust instrument; and
A copy of all amendments?
If you answered “Yes” to line(s) 6a and/or 6b, have you included the information requested in the instructions for those
12.
lines?
13.
If you answered “Yes” to line 9a, have you included the information requested in the instructions for line 9a?
5307
Form
(Rev. 3-2008)
*11832Y03200808*

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