Which Form 5300 Do I Use?

[Lame Duck]

This is probably a simple question with a simple answer, but I wasn't able to find it anywhere else. I am submitting several cash balance plans for favorable determination letters using Form 5300. Our document system still uses the April 2011 revision although the 5300 was revised again in December of 2013. The instructions to the new 5300 don't give a date on which I need to begin using it. I did find a guide on the IORS webiste, Tips to Expedite the Determination Letter Process, that says to use the current form. Since it is easier for us to use the form generated by our document system, am I still able to use the 2011 form or must I use the 2013 form for these dubmissions? Thanks for your help and advise.

[Everett Moreland]

You may continue to use the April 2011 version of Form 5300. See the following, especially the last sentence, from the 6/24/13 IRS Employee Plan News:

Form 5300 -Use April 2011 Version

Plan sponsors can continue using the April 2011 version of Form 5300, Application for Determination for Employee Benefit Plan, and its instructions until we announce the release of the final updated version later this year.

We released draft revisions to Form 5300 and its instructions in February 2013. When we release the final version, you may continue to use the April 2011 version for six months after its publishing date.