Form 5330 Signatures

[Pension RC]

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!

[ratherbereading]

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]

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.