Form 5307 - Application For Determination For Adopters Of Master Or Prototype Or Volume Submitter Plans Page 4

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Form 5307 (Rev. 9-2001)
Page
Procedural Requirements Checklist
**********Form 5307**********
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.
Is Form 8717, User Fee for Employee Plan Determination Letter Request, attached to your submission?
1
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, or a privately designated
3
authorization attached? (For more information, see the Disclosure Request by Taxpayer in the instructions.)
4
Is a copy of your plan’s latest determination letter, if any, attached?
Is the Employer Identification Number (EIN) of the plan sponsor/employer (NOT the trust’s EIN) entered on line 1b?
5
Does line 4d list the plan’s original effective date?
6
7
Is the application signed and dated?
Have interested parties been given the required notification of this application?
8
(See the instructions for line 3c.)
If your plan is a master or prototype, have you included a copy of the adoption agreement and opinion letter?
9
If your plan is a volume submitter, have you included:
10
A copy of the plan document;
The current advisory letter;
A list of modifications from the approved plan;
A copy of the trust instrument; and
A copy of the plan amendments?
(See What To File in the instructions.)
If you answered “Yes” to line(s) 6a and/or 6b, have you included the information requested in the instructions for
11
lines 6a and 6b?
If you answered “Yes” to line 9a, have you included the information specified in the instructions for line 9a?
12
13
If you are requesting additional determinations, is page 3 completed and/or the Schedule Q attached?
If filing a Schedule Q, are all appropriate demonstrations attached?
14
(See Instructions for Schedule Q)
Demo 1
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Demo 3
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Demo 9
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5307
Form
(Rev. 9-2001)

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