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Certification Request Form and Instructions
All copies produced for certification must be legible and complete. To avoid delays, make sure that you fill out the Certification Request Form correctly.
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Instructions for Form 5307 (Rev. June 2014)
Jun 10, 2014 Attach a statement for each plan, which includes the following information: 1. Name of plan,. 2. Type of plan,. 3. Form of plan (standardized,.
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FINANCIAL AFFIDAVIT
If you have more than one sponsor or account, attach an additional, fully completed financial certification page of this form. If the bank section of this
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