EP Determination Letter Resource Guide
The purpose of the EP Determination Letter Resource Guide is to walk customers through the EP Determination Letter Process and to ensure they are aware of the resources that are available on the Retirement Plans Community web site.
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What is a Favorable Determination Letter?
A letter issued by the Service in response to a request by a plan sponsor as to the qualified status of their retirement plan.
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Do I Need to File for a Determination Letter for my Retirement Plan?
Information useful in determining whether you need a determination letter.
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Application Package Submission
Forms, mailing/shipping addresses and other resources useful in preparing the application package.
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Application Packages
Tips, forms, frequently asked questions and other useful information to assist you in preparing your application packages.
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Technical Screening
The process of reviewing applications to determine if they can be closed based on the information submitted or if additional review is needed.
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Specialist Review Process
The process of reviewing applications by Employee Plans Specialists when applications for determination letters cannot be closed by the technical screeners.
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Quality Assurance and Cases Selected for the Review Process
An overview of the role of the Quality Assurance Staff and what happens if a case is selected for review.
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Additional Resources
Forms, publications and links to information useful during the determination letter application process.
Page Last Reviewed or Updated: 02-Aug-2012
