Pension RC Posted October 11, 2017 Share Posted October 11, 2017 Form 5330 has places for the filer (plan sponsor) and paid preparer to sign. It's not clear to me from the instructions if both of them need to sign. Do they? Also, I see that the Form 5330 instructions only provide a mailing address for filing, which suggests that they need original signatures, but the instructions also allow for the paid preparer to electronically sign. Is it true that this form must be mailed and that the plan sponsor's signature must be a wet signature? Thanks for any responses! Link to comment Share on other sites More sharing options...
ratherbereading Posted October 11, 2017 Share Posted October 11, 2017 In our office we mail the 5330 to the client and instruct them to mail it in with their check. We sign as preparer and they sign as plan sponsor. Hope that helps! Bill Presson 1 4 out of 3 people struggle with math Link to comment Share on other sites More sharing options...
Bill Presson Posted October 13, 2017 Share Posted October 13, 2017 On 10/11/2017 at 12:18 PM, KarolineWriter said: In our office we mail the 5330 to the client and instruct them to mail it in with their check. We sign as preparer and they sign as plan sponsor. Hope that helps! Same. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070 Link to comment Share on other sites More sharing options...
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