Forms
Below, you'll find forms and other reporting tools grouped by the following topics:
- Annual Financial and Actuarial Information Reporting
- Annual Return/Report of Employee Benefit Plan
- Payment of Premiums
- Reportable Events
- Terminations
- Standard Terminations
- Distress Terminations
- Missing Participant Filings
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Form Name
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How to Obtain Information on Form or What Information Must Be Filed
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How to Submit Information
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Annual Financial and Actuarial Information Reporting (ERISA § 4010) (illustrative form) |
Via e-4010 |
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Annual Return/Report of Employee Benefit Plan (IRS/DOL/PBGC Form 5500) |
Follow 2011 Form 5500 instructions on DOL Web site (page 4 of PDF instructions) |
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Comprehensive and Estimated Premium Filings (2013) |
Instructions and Illustrative Forms (page 18 (Comprehensive Premium Filing) and page 22 (Estimated Flat-rate Premium Filing) of PDF instructions). |
Via My PAA |
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Comprehensive and Estimated Premium Filings (2012) |
Instructions and Illustrative Forms (page 18 (Comprehensive Premium Filing) and page 22 (Estimated Flat-rate Premium Filing) of PDF instructions). |
Via My PAA |
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Comprehensive and Estimated Premium Filings (2011) |
Instructions and Illustrative Forms (page 18 (Comprehensive Premium Filing) and page 22 (Estimated Flat-rate Premium Filing) of PDF instructions) |
Via My PAA |
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Comprehensive and Estimated Premium Filings (2010) (illustrative form) |
Instructions and Illustrative Forms (page 19 (Comprehensive Premium Filing) and page 23 (Estimated Flat-rate Premium Filing) of PDF instructions) |
Via My PAA |
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Comprehensive Premium Filing (2009) (illustrative form) |
Instructions and Illustrative Form (page 18 of PDF instructions) |
Via My PAA |
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Estimated Premium Payment (2009) (illustrative form) |
Via My PAA |
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Comprehensive Premium Filing (2008) (illustrative form) |
Instructions and Illustrative Form (page 20 of PDF instructions) |
Via My PAA |
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Estimated Premium Payment (2008) (illustrative form) |
Via My PAA |
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Premium Related Forms for years prior to 2008 (Form 1, Schedule A, Form 1-ES, Form 1-EZ) |
Follow Prior Year Instructions |
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Termination Premium Form (Form T) |
Instructions and Form [PDF] |
Follow Termination Premium instructions (page 5 of PDF instructions) |
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Post-Event Notice of Reportable Events (Form 10) |
PDF (See Technical Update |
Follow Form 10 instructions (page 3 of PDF instructions) |
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Advance Notice of Reportable Events (Form 10 Advance) |
PDF (See Technical Update |
Follow Form 10 Advance instructions (page 3 of PDF instructions) |
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Notice of Failure to Make Required Contributions (Form 200) |
Follow Form 200 instructions (page 3 of PDF instructions) |
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Standard Terminations (Full set of PDF Forms) |
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Notice Single-Employer Plan Termination (Form 500) |
Follow Standard Termination instructions (page 5 of PDF instructions) |
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Post-Distribution Certification |
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Certification of Sufficiency (Schedule EA-S to Form 500) |
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Designation of Representative (Schedule REP-S to Form 500) |
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Distress Terminations (Full set of PDF Forms) |
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Notice of Intent to Terminate (Form 600) |
Follow Distress Termination instructions (page 4 of PDF instructions) |
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Notice of Single-Employer Plan Termination (Form 601) |
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Post-Distribution Certification (Form 602) |
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Enrolled Actuary Certification Schedule EA-D (attachment to Form 600) |
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Designation of Representative Schedule REP-D (attachment to Form 600) |
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Missing Participants (Full set of PDF Forms) |
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Participant Information (Schedule MP) |
Follow Missing Participant instructions (page 4 of PDF instructions) |
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Annuity Purchase Information (Attachment A to Schedule MP) |
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Individual Information (Attachment B to Schedule MP) |
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Payment Voucher (Schedule MP) |
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