Small Business Forms

• Corporate Dissolution or Liquidation
  This form is required by the IRS when you file a final tax return for a business. (Form 966 ( Rev. 12-2007)
• Application for Determination for Terminating Plan
  Complete and submit this form to apply for a determination on the dissolution of a retirement plan. (Form 5310 (Rev. 4-2006)
• Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
  Use this form to notify the IRS of a merger or consolidation of plans. (Form 5310-A (Rev. 4-2006)
• Distributable Benefits From Employee Pension Benefit Plans
  This form is required by the IRS when you file for a determination on other dissolution of a retirement plan. (Form 6088 ( Rev. 3-2008
• User Fee for Employee Plan Determination, Opinion, and Advisory Letter Request
  The exemption from the user fee applies to all eligible employers who request a determination letter within the first five plan years. (Form 8717 ( Rev. 5-2009)