Employee Benefit Plans

Note:

Plans submitted during the 2020 Required Amendment List submission period must satisfy the applicable changes in plan qualification requirements listed in Section IV of Notice 2020-83, 2020-50 I.R.B. 1597 (the 2020 RA List).

This publication contains copies of: Form 9002, Worksheet 12 Form 9417, Deficiency Checksheet 12

These forms are included as examples only and should not be completed and returned to the Internal Revenue Service.

For applications submitted to conform to the 2020 RA List