Copy of Prior Determination Letter--Where to Find?

[lkpittman]

Years ago, we used to request copies of determination letters from the IRS if client could not produce one and didn't know whether they had one, etc. Seems there was a "local" address here in L.A. for such requests back when we submitted applications to Monterey Park. Now that the submissions are all going to Cincinnati, can anyone give me an address or contact person at the IRS that would be able to provide a copy of the TRA 86 d.l. (or confirm that one was never issued?).

[david rigby]

And the TPA does not have one?

[lkpittman]

Prior TPA, who also drafted the plan, is out of business. This one's a mess--missed the GUST deadline, so we're restating and submitting under 2002-35. Anyway, I did a little more "research" and called the Taxpayer's Assistance "hotline" (1-877-829-5500) and they are faxing me a copy of the TRA '86 d.l. Quick service! Thank god this client has a TRA '86 d.l.!!!!

[Guest knightkj]

According to irs.gov you can request a copy of the most recent determination letter by calling 1-877-829-5500. You will need the following information when you call:

1. The Document Locator Number (DLN) or the Employer Identification Number (EIN),

2. Plan number,

3. Form number, and

4. Plan sponsor’s name

I have used this number and was able to get the information I needed. They are not able to provide copies of letters older than 1995 but, they can tell you when the last one was given.