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You can obtain replacement copies of your 501(c)(3) form through the IRS website or by using Form 4506-A.
You can obtain the letter by having an officer or trustee contact IRS Customer Account Services by phone, mail, or fax. If you submit the request in writing, be sure to include the organizations name, Employer Identification Number (EIN), and authorized signature of the officer or trustee.
To request a copy of a determination letter issued before 2014, submit Form 4506-B, Request for a Copy of Exempt Organization IRS Application or LetterPDF using the email feature on the form. If you submitted a request and its been more than 60 days, please contact Customer Service at 877-829-5500 to check the status.
More In Retirement Plans An IRS determination letter expresses an opinion on the qualified status of the plan document. For more information on the benefits of a favorable determination letter and how to apply, see: Apply for a Determination Letter - Individually Designed Plans.
A favorable determination letter: is issued by the IRS in response to a request by a plan sponsor as to the qualified status of its retirement plan under IRC Section 401(a). expresses the IRSs opinion regarding the form of the plan.
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Remember: If you use a pre-approved plan and dont make docHub changes to it, you wont need a letter of determination. However, if you need to apply for a determination letter, use Form 5300, available on the IRS website. To amend a pre-approved plan, use Form 5307. If youre terminating a plan, use Form 5310.
What Is a Determination Letter? A determination letter is a formal document issued by the Internal Revenue Service (IRS) that indicates whether or not a companys employee benefit plan has been found to meet the minimum legal requirements for special tax treatment.
A ruling or determination letter will be issued to your organization if its application and supporting documents establish that it meets the particular requirements of the section under which it is claiming exemption.
The Opinion Letter is an IRS approval letter to the Prototype Sponsor. The Determination Letter is from the IRS to the specific employer that used the prototype and requested a Determination Letter from the IRS.

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