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Product Number Sorted Ascending Help on Form Number Title Not sorted Help on Form Title Revision Date Not sorted Help on Revision Date Posted Date Not sorted Help on Posted Date
Form 5305-R Roth Individual Retirement Trust Account 0417 09/16/2017
Form 5305-RA Roth Individual Retirement Custodial Account 0417 09/16/2017
Form 5305-RB Roth Individual Retirement Annuity Endorsement 0417 09/16/2017
Form 5305-S SIMPLE Individual Retirement Trust Account 0417 09/16/2017
Form 5305-SA SIMPLE Individual Retirement Custodial Account 0417 09/16/2017
Form 5305-SEP Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement 1204 07/17/2012
Form 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution 0312 08/06/2012
Form 5306 Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA) 0813 08/05/2013
Form 5306-A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) 0813 08/08/2013
Form 5307 Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans (Info Copy Only) 0614 07/02/2014
Inst 5307 Instructions for Form 5307, Application for Determination for Adopters of Master or Prototype (M&P) or Volume Submitter (VS) Plans 0614 07/01/2014
Form 5308 Request for Change in Plan/Trust Year 0413 04/10/2013
Form 5309 Application for Determination of Employee Stock Ownership Plan 0112 07/17/2012
Form 5310 Application for Determination Upon Termination (Info Copy Only) 1213 12/23/2013
Inst 5310 Instructions for Form 5310, Application for Determination Upon Termination 1213 12/23/2013
Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business 1110 07/17/2012
Inst 5310-A Instructions for Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business 1110 04/23/2013
Form 5316 Application for Group or Pooled Trust Ruling 0611 09/05/2017
Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts 2018 11/15/2018
Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2018 01/18/2019
Form 5330 Return of Excise Taxes Related to Employee Benefit Plans 1213 12/04/2014
Inst 5330 Instructions for Form 5330, Return of Excise Taxes Related to Employee Benefit Plans 1213 01/07/2014
Form 5405 Repayment of the First-Time Homebuyer Credit 1118 11/01/2018
Inst 5405 Instructions for Form 5405, Repayment of the First-Time Homebuyer Credit 1118 11/08/2018
Form 5434 Joint Board for the Enrollment of Actuaries - Application for Enrollment 0117 01/12/2017

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