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Forms for Pension Practitioners and Employers

Saving information when using a pdf-fillable form - Before entering data into the form, please download/save it to your computer (right-click the form and select Save As). Then, open the form from your computer and begin filling it in.

Below, you'll find forms and other reporting tools grouped by the following topics:


Form Name
How to Obtain Information on Form or What Information Must Be Filed
How to Submit Information

Annual Financial and Actuarial Information Reporting (ERISA § 4010) (illustrative form)

e-4010 Filing Requirements [PDF]

Via e-filing portal


Annual Return/Report of Employee Benefit Plan (IRS/DOL/PBGC Form 5500)

Form 5500 Series - DOL Web site

Follow instructions posted on DOL’s Form 5500 Series webpage


Coverage Determination

Request for Coverage Determination




Distress Terminations (Full set of PDF Forms)

Enrolled Actuary Certification (Schedule EA-D)

Follow Distress Termination instructions (page 4 of PDF instructions)



Financial Information and Distress Criteria (Schedule F)



Notice of Intent to Terminate (Form 600)



Notice of Single-Employer Plan Termination (Form 601)



Plan Information (Schedule P)



Post-Distribution Certification (Form 602)



Missing Participants Filings for Plans that Terminate before 1/1/2018
​Single-employer PBGC-insured plans only
(Full set of PDF Forms)

Annuity Purchase Information (Attachment A to Schedule MP)


Follow Missing Participant instructions (page 9 of PDF instructions)


Individual Information (Attachment B to Schedule MP)


Participant Information (Schedule MP)


Payment Voucher (Schedule MP)


Missing Participants Filings for Plans that Terminate on or after 1/1/2018

Type of Plan
Applicable Form
How to File
Excel template

PBGC-insured Single-Employer Plans

Form MP-100

See Form MP-100 instructions


Defined Contribution Plans

Form MP-200

See Form MP-200 instructions


Small Professional Services DB Plans (not insured by PBGC)

Form MP-300

See Form MP-300 instructions


PBGC-insured Multiemployer Plans

Form MP-400

See Form MP-400 instructions


Payment of Premiums

Comprehensive Premium Filing

Instructions and Illustrative Form

Via My PAA


Termination Premium Form (Form T)

Instructions and Form

Follow Termination Premium instructions


Reportable Events

See Reportable Events and Large Unpaid Contributions for forms and reporting requirements.

Substantial Cessations of Operations

Notice of ERISA 4062(e) Event

Form 4062(e)-01



Notice of Election Under ERISA 4062(e)(4)

Form 4062(e)-02

Notice of Additional Contributions Under ERISA 4062(e)(4)

Form 4062(e)-03

Notice of Failure to Make Additional Contributions Under ERISA 4062(e)(4)(e)

Form 4062(e)-04


Standard Terminations (Full set of PDF Forms)

Certification of Sufficiency (Schedule EA-S to Form 500)


Follow Standard Termination instructions (page 5 of PDF instructions)


Designation of Representative (Schedule REP-S to Form 500)


Notice Single-Employer Plan Termination (Form 500)


Post-Distribution Certification
for Standard Termination (Form 501)




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