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ID Form 5558: What You Should Know

Enter the plan year on column D. To verify the plan year, enter the year on the form with the earliest year of the plan. Example — if your plan year is from April 1, 2013, to December 31, 2014, and you filed your 5557 form in September 2014, enter 2009/2014 for the plan year. On column E, enter filer's employer's social security number with the plan name, plan number and plan year ending on column G. On column H, enter filer's employer identification number with the plan name, plan number and plan year ending on column I. To verify the plan year, enter the year on the form with the earliest year of the plan. Example — if your plan year is from April 1, 2013, to December 31, 2010, and you filed your 5557 form in July 2010, enter 2010/2011 for the plan year. Employer identification number (EIN). Enter the nine-digit EIN assigned to the employer for all applications filed for the Form 5558 Instructions — ftwilliam.com Employer identification number (EIN). Enter the nine-digit EIN assigned to the employer for all applications filed for the Form 5500 series (Form 5500, Form 5558 Instructions — ftwilliam.com Employer identification number (EIN). Enter the nine-digit EIN assigned to the employer for all applications filed for the Form 5500 (Form 5555, Form 5498 Instructions — ftwilliam.com On column A, enter the taxpayer identification number on line 27. On column B, enter filer's identification number and the social security number with the plan name and plan number on columns F and G, as applicable. If a different employee identification number is used for the plan, enter the name and the Social Security number with the plan name and plan number on lines G and F. Column E, column H, and column I are blank.

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How to complete a ID Form 5558?

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