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Form 5558 Application For Extension Of Time To File Certain Employee Plan Returns 5558 - Official Federal Forms
| Form 5558 Application For Extension Of Time To File Certain Employee Plan Returns Form. This is a national form and can be used in Department Of Treasury . |
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Print Form Form (Rev. August 2012) 5558 Identification Application for Extension of Time To File Certain Employee Plan Returns For Privacy Act and Paperwork Reduction Act Notice, see instructions. Information about Form 5558 and its instructions is at www.irs.gov/form5558 OMB No. 1545-0212 Department of the Treasury Internal Revenue Service File With IRS Only Part I A Name of filer, plan administrator, or plan sponsor (see instructions) B Filer's identifying number (see instructions) Employer identification number (EIN) (9 digits XX-XXXXXXX) Number, street, and room or suite no. (If a P.O. box, see instructions) Social security number (SSN) (9 digits XXX-XX-XXXX) City or town, state, and ZIP code C Plan name Plan number MM Plan year ending-- DD YYYY Part II 1 Extension of Time To File Form 5500 Series, and/or Form 8955-SSA Check this box if you are requesting an extension of time on line 2 to file the first Form 5500 series return/report for the plan listed in Part 1, C above. 2 I request an extension of time until / / to file Form 5500 series (see instructions). Note. A signature IS NOT required if you are requesting an extension to file Form 5500 series. to file Form 8955-SSA (see instructions). I request an extension of time until / / Note. A signature IS NOT required if you are requesting an extension to file Form 8955-SSA. The application is automatically approved to the date shown on line 2 and/or line 3 (above) if: (a) the Form 5558 is filed on or before the normal due date of Form 5500 series, and/or Form 8955-SSA for which this extension is requested, and (b) the date on line 2 and/or line 3 (above) is not later than the 15th day of the third month after the normal due date. 3 Part III 4 Extension of Time To File Form 5330 (see instructions) I request an extension of time until / / to file Form 5330. You may be approved for up to a 6 month extension to file Form 5330, after the normal due date of Form 5330. a b c Enter the Code section(s) imposing the tax Enter the payment amount attached . . . . . . . . . . . . . . . . . . . . . . . . . . . a . . . . . . . . b c 5 For excise taxes under section 4980 or 4980F of the Code, enter the reversion/amendment date . State in detail why you need the extension: Under penalties of perjury, I declare that to the best of my knowledge and belief, the statements made on this form are true, correct, and complete, and that I am authorized to prepare this application. Signature Date Cat. No. 12005T Form 5558 (Rev. 8-2012) American LegalNet, Inc. www.FormsWorkFlow.com Print Form Form 5558 (Rev. 8-2012) Page 2 General Instructions Section references are to the Internal Revenue Code unless otherwise noted. postmark date generally is the date the private delivery service records in its database or marks on the mailing label. The private delivery service can tell you how to get written proof of this date. The following are designated private delivery services: · DHL Express (DHL): DHL Same Day Service. · Federal Express (FedEx): FedEx Priority Overnight, FedEx Standard Overnight, FedEx 2 Day, FedEx International Priority, and FedEx International First. · United Parcel Service (UPS): UPS Next Day Air, UPS Next Day Air Saver, UPS 2nd Day Air, UPS 2nd Day Air A.M., UPS Worldwide Express Plus, and UPS Worldwide Express. · Employers who do not have an EIN may apply for one by attaching a completed Form SS-4, Application for Employer Identification Number, to this form. Social security number (SSN). If you made excess contributions to a section 403(b)(7)(A) custodial account or you are a disqualified person other than an employer, and you are applying for an extension of time to file Form 5330, enter your nine-digit SSN in an XXX-XXXXXX format. Do not enter your SSN for Form 5500, Form 5500-SF, Form 5500-EZ, or Form 8955-SSA. What's New The June 2011 version of Form 5558 required a signature for extensions of time to file Form 8955-SSA. A signature is no longer required for an extension to file Form 8955-SSA. As under the June 2011 version of Form 5558, a signature is also not required to extend the time to file Form 5500 series; however, a signature is still required to extend the time to file Form 5330. The June 2011 version of the Form 5558 provided space for the names of three plans; as a result a single Form 5558 could be used to extend the time to file returns for three plans. The Form 5558 now limits the extension to a single plan. Applications for extensions of other plans must be submitted on additional Forms 5558. As under current rules, lists of other plans should not be attached to a Form 5558. Lists attached to Form 5558 will not be processed. Only the plan listed on Form 5558 will be processed. A new checkbox has been added for recently adopted plans that are requesting an extension of time to file a Form 5500 series return/report where a Form 5500 series return/report is being filed for that plan for the first time. C. Plan Information Complete the plan name, plan number, and plan year ending for the plan included on this Form 5558. Specific Instructions Part I. Identification A. Name and Address Enter your name and address in the heading if you are requesting an extension of time to file the Form 5500, Form 5500-SF, Form 5500-EZ and/or Form 8955-SSA or Form 5330. The plan sponsor (generally, the employer for a single-employer plan) or plan administrator listed on the application should be the same as the plan sponsor or plan administrator listed on the annual return/ report filed for the plan. Include the suite, room, or other unit number after the street address. If the Post Office does not deliver mail to the street address and you have a P.O. box, show the box number instead of the street address. If the entity's address is outside the United States or its possessions, or territories, enter in the space for city or town, state, and ZIP code, the information in the following order: city, province or state, and country. Follow the country's practice for entering the postal code. Do not abbreviate the country name. If your mailing address has changed since you filed your last return, use Form 8822, Change of Address, to notify the IRS of the change. A new address shown on Form 5558 will not update your record. Part II. Extension of Time To File Form 5500 Series and/or Form 8955-SSA Use Form 5558 to apply for a one-time extension of time to file the Form 5500 series (Form 5500, Form 5500-SF, Form 5500-EZ) and/or Form 8955-SSA. CAUT
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