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Forms And Instructions

All Form 5500 Annual Returns/Reports of Employee Benefit Plan and all Form 5500-SF Short Form Annual Returns/Reports of Small Employee Benefit Plan and any required schedules and attachments must be filed electronically using EFAST2-approved third-party software or using IFILE. For more information on filing forms electronically through EFAST2, including delinquent and amended filings for plan years 2008 and earlier, see the EFAST2 FAQ and publications listed below.

Visit http://www.dol.gov/ebsa/5500main.html to view the Form 5500 and the Form 5500-SF. Schedules and instructions are also posted on that web page.

The Form 5500-EZ cannot be submitted electronically. A "one-participant" plan (see the instructions for the Form 5500-SF) that is eligible to file Form 5500-EZ may elect to file Form 5500-SF electronically with EFAST2 rather than filing a Form 5500-EZ on paper with the IRS. For more information on filing the Form 5500-EZ on paper with the IRS, see the instructions for Form 5500-EZ, go to www.irs.gov, or call 1.877.829.5500.

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