ERISA25 Posted June 8, 2011 Share Posted June 8, 2011 Does anyone know of any procedural guidance regarding plan terminations that occur while there is a Form 5300 pending? Can you substitute a From 5310 in its place? Link to comment Share on other sites More sharing options...
John Feldt ERPA CPC QPA Posted June 8, 2011 Share Posted June 8, 2011 Question 17i of the Form 5310 asks if any issue is pending with the IRS. I would answer "yes" and attach an explanation that the D letter (Form 5300) request is still in process and refer them to and provide a copy of the acknowledgement letter that the 5300 application received. Link to comment Share on other sites More sharing options...
ERISA25 Posted June 8, 2011 Author Share Posted June 8, 2011 Question 17i of the Form 5310 asks if any issue is pending with the IRS. I would answer "yes" and attach an explanation that the D letter (Form 5300) request is still in process and refer them to and provide a copy of the acknowledgement letter that the 5300 application received. Thank you. Good suggestion. Link to comment Share on other sites More sharing options...
Peanut Butter Man Posted June 8, 2011 Share Posted June 8, 2011 Does anyone know of any procedural guidance regarding plan terminations that occur while there is a Form 5300 pending? Can you substitute a From 5310 in its place? I would give the IRS a call at 877-829-5500, explain the situation and see if an agent has been assigned yet to the Form 5300 filing. That way you can give the agent a heads-up that you are converting the filing to Form 5310. Link to comment Share on other sites More sharing options...
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