New Form 2848

[John Feldt ERPA CPC QPA]

Can we still use the old form 2848 (from 2008) for plan D Letter requests submitted by January 31, 2012?

I also see they've updated the Form 8717 (November 2011).

[frizzyguy]

Can we still use the old form 2848 (from 2008) for plan D Letter requests submitted by January 31, 2012?

I also see they've updated the Form 8717 (November 2011).

We have have had one returned, I would recommend updating them if at all possible.

[Lou S.]

General followups on the new 2848 that have me a bit confused. Since most of our clients are qualified retirement plans on the 2848 -

Do we need seperate 2848s for the Plan and the Trust with the Sponsor (or Admin committee) signing for the Plan and Trustee signing for the trust? The new instruction appear to indicate this is so. Though for many of our smaller plans this is the same person.

When the trustee is signing the 2848 do we always need a Form 56 Notice Concerning Fiduciary Relationship as well?