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1
Form 1099-SA, distributions from an HSA, Archer MSA, or Medicare Advantage MSA
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2
Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA information
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3
Form 5300, application for determination for employee benefit plan
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4
Schedule Q (Form 5300), elective determination requests
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5
Form 5330, return of excise taxes related to benefit employee plans
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6
Form 6406, short form application for determination for minor amendment of employee benefit plan
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7
Form 8905, certification of intent to adopt a pre-approved plan
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8
Form 13069, employee benefit plan, section 401(h)
“…United States. Internal Revenue Service…”
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9
Form 13070, employee plan deficiency checksheet
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10
Form 9416, employee plan deficiency checksheet attachment #11 - section (401(m) requirements
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11
Form 5500, annual return/report of employee benefit plan
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12
Schedule B (Form 5500), actuarial information
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