Retirement Plan Life Cycle - Stage Four - Terminating - Forms |
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Name
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Title
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Version
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Separate Instructions?
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Form 1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
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Standard |
Yes |
Form 2848
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Power of Attorney and Declaration of Representative
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Fillable |
Yes |
Form 4972
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Tax on Lump-Sum Distributions
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Fillable |
No
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Form 5310 |
Application for Determination for Terminating Plan
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Fillable |
Yes |
Form 5310-A |
Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business |
Fillable |
Yes |
Form 5329 |
Additional Taxes on Qualified Retirement Plans (including IRAs) and Other Tax-Favored Accounts |
Fillable |
Yes |
Form 6088 |
Distributable Benefits From Employee Pension Benefit Plans |
Fillable |
No |
Form 8717 |
User Fee for Employee Plan Determination Letter Request |
Fillable |
No |
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Page Last Reviewed or Updated: March 10, 2009