File this Form 5300 to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust. Current revision Form 5300 must be submitted electronically through Pay.gov. You can access the most recent revision of the form at Pay.gov. To submit Form 5300, you must: Register for an account on Pay.gov Enter “5300” in the search box and select Form 5300. Complete the form. Instructions for Form 5300 (Print version PDF) Recent developments None at this time. Other items you may find useful All revisions for Form 5300 About Publication 947, Practice Before the IRS and Power of Attorney Revenue Procedure 2016-37 Other current products Related forms About Form 2848, Power of Attorney and Declaration of Representative About Form 5309, Application for Determination of Employee Stock Ownership Plan About Form 5310, Application for Determination Upon Termination (Info Copy Only) About Form 5310-A, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business About Form 8717, User Fee for Employee Plan Determination Letter Request
