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Posted

Does anyone know if it's ok to use the new EBSA (Employee Benefits Security Administration) name on client's tax form filings? I know the 2002 instructions still show the PWBA, but I wanted to change my filing instructions and cover letters this year so I don't have to do it next year. I know it's not a big issue as the address is still the same...........

Posted

Sure. Just because the forms went to print before the name change does not change the fact that the agency has changed its name. (The same is true for several recent IRS forms that reference the INS, which no longer exists in that form.) EBSA recently released regs updating its name in the addresses. I would use the current name--EBSA.

Posted

Note that the website transition to EBSA is nearly total. The old website name www.dol.gov/pwba gives you instruction and link to the new page, www.dol.gov/ebsa.

Incredibly, this site http://www.dol.gov/ebsa/aboutebsa/history.html does not mention PWBA

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Guest taj32z
Posted

We had actually called the "EBSA" when the name change was first announced and they had told us that it was okay to use the EBSA name change.

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