About Form 5307, Application for Determination for Adopters of Master or Prototype or Volume Submitter Plans

 

An adopter of a Volume Submitter (VS) plan files Form 5307 to request a determination letter (DL) from the IRS for the qualification of a modified defined benefit (DB) or a defined contribution (DC) plan and the exempt status of any related trust.


Current revision

Form 5307 must be submitted electronically through Pay.gov.  You can access the most recent revision of the form at Pay.gov.

To submit Form 5307 you must:

  1. Register for an account on Pay.gov.
  2. Enter "5307" in the search box and select Form 5307.
  3. Complete the form.

Instructions for Form 5307 (Print version PDF)


Recent fevelopments

None at this time.


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