A copy of the forms may be obtained by clicking on the direct links below. All forms are maintained by the various government agencies. By clicking on the links, you will be leaving the Watson Wyatt website.
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Form
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Description
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EFAST - 1 |
Application for EFAST Electronic Signature |
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Form M - 1 |
Annual Report for Certain Multiple Employer Welfare Arrangements (MEWAs) and Certain Entities Claiming Exemptions (ECEs) |
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PBGC Form 1 |
PBGC/Annual Premium Payment |
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PBGC Form 1-ES |
Estimated Premium Payment |
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PBGC Form 1-EZ |
PBGC Annual Premium Payment for Single Employer Plans Exempt from the Variable Rate Premium |
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PBGC Form 10 |
Post-Event Notice of Reportable Events |
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PBGC Form 10-Advance |
Advance Notice of Reportable Events |
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PBGC Form 200 |
Notice of Failure to Make Required Contribution |
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PBGC Form 500 and 501 |
Standard Termination Notice/Single Employer Plan & Termination Post-Distribution Certification for Standard Terminations |
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PBGC Form 600 and 601 |
Distress Termination/Notice of Intent to Terminate & Distress Termination Notice/Single Employer Plan Termination |
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SEC Form S-8 |
Registration Statement for Employee Stock Purchase, Savings or Similar Plans |
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SEC Form 11-K |
Annual Report of Employee Stock Purchase Savings or Similar Plans |
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SS-4 |
Application for Employer Identification Number |
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W-2 |
Wage and Tax Statement |
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W-3 |
Transmittal of Income and Tax Statement |
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W-4P |
Withholding Certificate for Pension or Annuity Payments |
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W-10 |
Dependent Care Provider’s Identification and Certification |
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941 |
Employer’s Quarterly Federal Tax Return |
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945 |
Annual Return of Withheld Federal Income Tax |
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945-A |
Annual Record of Federal Tax Liability |
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990 |
Return of Organization Exempt from Income Tax |
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1024 |
Application for Recognition of Exemption under Section 501(a) of the Internal Revenue Code |
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1096 |
Annual Summary and Transmittal of U.S. Information Returns |
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1099-R |
Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc. |
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4461 |
Application for IRS Approval of Master or Prototype and Regional Prototype Defined Contribution Plan |
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4461-A |
Application for IRS Approval of Master or Prototype and Regional Prototype Defined Benefit Plan |
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4972 |
Tax on Lump Sum Distributions |
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5300 |
Application for IRS Determination for Employee Benefit Plan |
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5300 (Schedule Q) |
Nondiscrimination Requirements |
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5304 - SIMPLE |
Savings Incentive Match Plan for Employees of Small Employers |
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5305 |
Traditional Individual Retirement Trust Account |
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5305-R |
Roth Individual Retirement Trust Account |
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5305-SEP |
Simplified Employee Pension Plan Individual/Retirement Accounts Contribution Agreement |
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5305 - SIMPLE |
Savings Incentive Match Plan for Employees of Small Employers (For use with a Designated Financial Institute) |
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5307 |
Short Form Application for IRS Determination for Employee Benefit Plan |
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5308 |
Request for Change in Plan and/or Trust Year |
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5309 |
Application for IRS Determination of Employee Stock Ownership Plan |
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5310 |
Application for IRS Determination upon Termination |
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5310-A |
Notice of Merger, Consolidation or Transfer of Plan Assets or Liabilities; QSLOB Notice |
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5329 |
Return for Additional Taxes Attributable to Qualified Plans (including IRAs) |
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5330 |
Return of Excise Taxes Related to Employee Benefit Plans (including failure to meet minimum funding requirements) |
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5498 |
Individual Retirement Arrangement Information |
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5500 |
Annual Return/Report of Employee Benefit Plan |
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5500 Schedule A |
Insurance Information |
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5500 Schedule B |
Actuarial Information |
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5500 Schedule C |
Service Provider Information |
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5500 Schedule D |
DFE/Participating Plan Information |
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5500 Schedule E |
ESOP Annual Information |
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5500 Schedule F |
Fringe Benefit Plan Annual Information Return (Suspended) |
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5500 Schedule G |
Financial Transaction Schedules |
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5500 Schedule H |
Financial Information - Large Plan |
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5500 Schedule I |
Financial Information - Small Plan |
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5500 Schedule P |
Annual Return of Fiduciary of Employee Benefit Trust |
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5500 Schedule R |
Retirement Plan Information |
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5500 Schedule SSA |
Annual Registration Statment Indentifying Separated Participants With Deferred Vested Benefits |
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5500-EZ |
Annual Return of One-Participant Pension Benefit Plan |
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5558 |
Application for Extension of Time to File Certain Employee Plan Returns |
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6088 |
Distributable Benefits from Employee Pension Benefit Plans |
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6406 |
Short Form Application for IRS Determination for Amendment of Employee Benefit Plan |
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8717 |
User Fee for Employee Plan Determination Letter Request |
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8718 |
User Fee for Exempt Organization Determination Letter Request |
