Form 5300 Draft - Application For Determination For Employee Benefit Plan Page 12
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Form 5300 (Rev. 2-2011)
Page
Procedural Requirements Checklist (continued)
For Employee Stock Ownership Plans (ESOP): Have you attached Form 5309, Application for Determination of
16.
Employee Stock Ownership Plan, to your submission?
For Pension Benefit Guaranty Corporation Terminations (PBGC): Have you included the required information as
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specified in the instructions under Type of Determination Letter Requested?
Have you included the signed and dated Form 8905, Certification of Intent To Adopt a Pre-approved Plan, if applicable?
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5300
Form
(Rev. 2-2011)
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