Home Company Profile History Associations News Links Contact
  

Innovative Pension

People

+1.800.987.3674
Request Proposal

Plan Sponsors Financial Professionals Participants
Menu Content
Plan Sponsors

Recordkeeper Links
Administrative Resources
Payments
5500's On the Web
Newsletters
Information and Notices Retirement Plans
Recommended Auditors












5500's On the Web

Some may be confused as to where one signs their form 5500 or other documents so we have provided these illustrated instructions to help. To determine which form or schedule you have look in the upper left hand corner of any page.

Hints:
  • Who signs? Generally any corporate officer can sign the 5500, for sole proprietorships it's usually the proprietor.
  • All signatures occur on the first page of all forms and schedules.
  • Generally a 5500 and it's attachments are all signed by the same person. The IRS often uses different terms which can be confusing but in some cases there could be a technical distinction where a different person might sign but this is rare. One notable exception is schedule B but you were linked to this web page this probably won't apply to you.
Forms requiring signature:
Forms that do not require signature:
  • Form 5500 Schedule A
  • Form 5500 Schedule C
  • Form 5500 Schedule D
  • Form 5500 Schedule E
  • Form 5500 Schedule G
  • Form 5500 Schedule H
  • Form 5500 Schedule I
  • Form 5500 Schedule R
  • Form 5500 Schedule T
Bottom Menu Footer Menu