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Form 5309 - May 2010

Form 5309 - May 2010

Application for Determination of Employee Stock Ownership Plan

Form 5309 is used by employers to request determination letters for plans that are not subject to the Employee Retirement Income Security Act (ERISA). This version of the form is accessible for individuals with disabilities.

Originally published by: irs.gov

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Frequently asked questions

Form 5309 is used by employers to request determination letters for plans that are not subject to ERISA. This version of the form is accessible for individuals with disabilities. The form requires information about the employer and plan, as well as the requested determination. The IRS will review the application and issue a determination letter.
Employers who are requesting determination letters for plans that are not subject to ERISA and require an accessible version of the form.
The completed Form 5309 should be submitted to the Internal Revenue Service.

Used 4 times

Form 5309 - May 2010

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Frequently asked questions

What is Form 5309?

Who needs to fill in Form 5309?

Where to submit your completed Form 5309?