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Printable Form 5500 Sunnyvale California: What You Should Know
See Form 5500-EZ. You may also need to add an IRS Form SS-4, Trust Fund Depositing Authorization Statement to the form(s) for which you need a certification statement. The IRS Form SS-4 gives the information for an owner of a retirement plan, or a beneficiary of such a retirement plan, and is completed by the owner when the individual is the designated beneficiary (such as when a beneficiary is born, dies or changes his/her name). To obtain form SS-4, 1) Download and complete the application form to obtain the certification statement. 2) For each person who owns or controls 10 or more shares or beneficial interests in the retirement plan, including the spouse of each owner, each owner must complete the SS-4 page with the information needed for each owner's certification statement. In addition, the owner must provide additional information for each beneficial interest (a person or entity who owns, has control over, or has beneficial interests in 10 or more shares or beneficial interests in a retirement plan). The purpose of using these additional required information is to facilitate IRS review of a retirement plan for an owner/owner. A determination will be made of whether a person is the designated beneficiary and the extent of control (determined through the ownership of a set number of shares or beneficial interests in a retirement plan). You may also be required to send Forms 5500 with additional information, such as the names, addresses, telephone numbers, and e-mail addresses for each beneficial owner. These additional forms and information are provided above. To obtain Form SS-4 and additional forms and information, 1) Download and fill out or fax the application form to the address below. 2) For each person who owns or controls 10 or more shares or beneficial interests in a retirement plan, including the spouse of each owner, each owner must sign the application form and return it. 3) Complete the SS-4 page in the attached printable form using all the information provided in the application form. NOTE: Each form must be signed on a separate page. Send the completed SS-4 to the address on the “Return to SS-4 Request” line with your payment. Send your payment by mail with appropriate postage. If mailed to: (Sender's name and address) Attn: Retirement Plan Certification P.
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