Egtrra restatement certification forms 2026

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  1. Click ‘Get Form’ to open the egtrra restatement certification form in the editor.
  2. Begin by filling out the 'Plan Information' section. Enter the Plan Name, Employer Tax Identification Number, and Employer Name. Select the Type of Plan from the provided options.
  3. List all employees covered by this plan in the designated area. Include each participant's name and account number. If more space is needed, continue on a separate page.
  4. Complete the 'Plan Administrator Information' section. Provide contact names, company names, mailing addresses, phone numbers, and email addresses for both the Plan Administrator and Successor Plan Administrator.
  5. Finally, ensure that the Employer Signature section is signed and dated by the employer and plan administrator (if applicable) to certify compliance with EGTRRA provisions.

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