Form 5307 - Application For Determination For Adopters Of Modified Volume Submitter Plans Page 6
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Form 5307 (Rev. 6-2014)
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.
Yes
No
1.
Is Form 8717, User Fee for Employee Plan Determination Request, attached to your submission?
2.
Is the appropriate user fee for your submission attached to Form 8717?
3.
If appropriate, is Form 2848, Power of Attorney and Declaration of Representative, Form 8821, Tax Information
Authorization, or a privately designed authorization attached? (For more information, see the Disclosure
Request by Taxpayer in the instructions and Rev. Proc. 2014-4, 2014-1 I.R.B. 125, updated annually.)
4.
Is a copy of your plan’s latest determination letter or advisory letter, if any, attached?
5.
Have you included a copy of the plan, trust, and all amendments adopted or effective during the current RAC?
6.
Is the EIN of the plan sponsor/employer (NOT the trust’s EIN) entered on line 1i?
7.
If you answered "Yes" to line 6a(1) have you included the information requested in the instructions?
8.
Have you included:
Form 8905, Certification of Intent to Adopt a Pre-approved Plan, if applicable;
A copy of the plan document and adoption agreement, if applicable;
The current advisory letter;
A list of modifications (For each modification of the approved specimen, is a separate written representation
made by the VS practitioner that explains how the plan or trust instrument differs from the approved specimen
plan and explains the effect of the modification of the approved specimen plan attached?);
A copy of the trust instrument; and
A copy of all amendments?
9.
Have interested parties been given the required notification of this application? Make sure line 7 is completed.
10.
If line 12 is "Yes," is the required statement attached?
11.
If line 13 is "Yes," is the required statement attached?
12.
If line 14b is "No," is the required statement attached?
13.
If line 15a is "Yes," is the required statement attached?
14.
If line 16 is "Yes," is the required statement attached?
15.
If line 17 is "No," is the required statement attached?
16.
If line 18 is "Yes," is the required statement attached?
Is the application signed and dated? (Stamped signatures are not acceptable; see Rev. Proc. 2014-4 updated
17.
annually.)
5307
Form
(Rev. 6-2014)
*11832Y06201406*
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