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EP Determination Letter Resource Guide |
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The purpose of the EP Determination Letter Resource Guide is to walk customers through the EP Determination Letter Process and to ensure they are aware of the resources that are available on the Retirement Plans web site.
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Application Packages
Tips, forms, frequently asked questions and other useful information to assist you in preparing your application packages.
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The Files Room
An overview of the initial processing of determination letter applications.
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Technical Screening
The process of reviewing applications to determine if they can be closed based on the information submitted or if additional review is needed.
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Specialist Review Process
The process of reviewing applications by Employee Plans Specialists when applications for determination letters cannot be closed by the technical screeners.
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Additional Resources
Forms, publications and links to information useful during the determination letter application process.
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