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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
- Coverage Determination
- Distress Terminations
- Missing Participant Filings for plans that terminate before 1/1/2018 (single-employer PBGC-insured plans only)
- Missing Participant Filings for plans that terminate on or after 1/1/2018 (all plans covered by Missing Participants Program
- Payment of Premiums
- Reportable Events
- Substantial Cessations of Operations
- Terminations
- Standard Terminations
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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-filing portal |
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Annual Return/Report of Employee Benefit Plan (IRS/DOL/PBGC Form 5500) |
Follow instructions posted on DOL’s Form 5500 Series webpage |
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Request for Coverage Determination |
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Distress Terminations (Full set of PDF Forms) |
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Enrolled Actuary Certification (Schedule EA-D) |
Follow Distress Termination instructions (page 4 of PDF instructions) |
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Financial Information and Distress Criteria (Schedule F) |
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Notice of Intent to Terminate (Form 600) |
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Notice of Single-Employer Plan Termination (Form 601) |
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Plan Information (Schedule P) |
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Post-Distribution Certification (Form 602) |
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Missing Participants Filings for Plans that Terminate before 1/1/2018 |
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Annuity Purchase Information (Attachment A to Schedule MP) |
Follow Missing Participant instructions (page 9 of PDF instructions) |
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Individual Information (Attachment B to Schedule MP) |
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Participant Information (Schedule MP) |
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Payment Voucher (Schedule MP) |
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Missing Participants Filings for Plans that Terminate on or after 1/1/2018 |
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Type of Plan
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Applicable Form
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How to File
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Defined Contribution Plans |
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PBGC-insured Multiemployer Plans |
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PBGC-insured Single-Employer Plans |
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Small Professional Services DB Plans (not insured by PBGC) |
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Comprehensive Premium Filing |
Via My PAA |
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Termination Premium Form (Form T) |
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See Reportable Events and Large Unpaid Contributions for forms and reporting requirements. |
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Notice of ERISA 4062(e) Event |
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Notice of Election Under ERISA 4062(e)(4) |
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Notice of Additional Contributions Under ERISA 4062(e)(4) |
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Notice of Failure to Make Additional Contributions Under ERISA 4062(e)(4)(e) |
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Standard Terminations (Full set of PDF Forms) |
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Certification of Sufficiency (Schedule EA-S to Form 500) |
Follow Standard Termination instructions (page 5 of PDF instructions) |
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Designation of Representative (Schedule REP-S to Form 500) |
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Notice Single-Employer Plan Termination (Form 500) |
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Post-Distribution Certification |
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