Filing Tips

To reduce the possibility of correspondence and penalties, we remind filers of the following.

Filing Form 5500-EZ on paper with the IRS:

• Use the online, fillable 2025 Form 5500-EZ on the IRS website. Complete and download the form to your computer to print and sign before mailing.

• Or, use the official printed paper Form 5500-EZ obtained from the IRS. Complete the form by hand using only black or blue ink. Be sure to enter your information in the specific line fields provided; sign and date the form before mailing.

• Or, use approved software, if available.

• Do not use felt tip pens or other writing instruments that can cause signatures or data to bleed through to the other side of the paper. One-sided documents should have no markings on the blank side.

• Do not use glue or other sticky substances on the paper. Paper should be clean.

• Do not submit extraneous information such as arrows or notes on the form.

• Mail Form 5500-EZ for plan year 2025 to the IRS office in Ogden, Utah, to be processed. See Where To File in these instructions.

Filing Form 5500-EZ electronically using the EFAST2 filing system:

• File online using EFAST2’s web-based filing system or

• File through an EFAST2-approved vendor.

Detailed information on electronic filing is available on the EFAST2 website at www.efast.dol.gov .