Here you can learn all about your Health Benefit and Pension Related information for Active Employees, Retirees, and Employers. Please call us at 1-800-772-1213 (TTY 1-800-325-0778) Monday through Friday between 8 a.m. and 5:30 p.m. or contact your local Social Security office. You can submit your intent to file by phone or by written form. Traditional and Roth IRA Enrollment Form. for Retirement Plans, Choosing A Retirement Solution for Your Small Business (English), Choosing A Retirement Solution for Your Small Business (Spanish), Lots of Benefits - Retirement Plan Life Cycle, SEP Retirement Plans for Small Businesses, 403(b) Tax-Sheltered Annuities for Participants, 403(b) Tax-Sheltered Annuity Plans for Sponsors, Choose a Retirement Plan for Employees of Tax Exempt and Government Entities, Designated Roth Accounts Under 401(k), 403(b) or Governmental 457(b) Plans, Retirement Plans Reporting and Disclosure Requirements. EDD DE-4P - This form is designed for a California resident who is receiving Pension or Annuity Payments. All the necessary information will be on your P60 or P45, if you’re an employee. Application for Normal or Early Pension. Insert account details as they appear on your statement. the date you would like your pension to start ; your reduction in employment or pension income, if applicable; Apply using a paper application. The minimum age you can qualify for a State Pension (Contributory) will be 66. Power of Attorney and Declaration of Representative, Application for Approval of Master or Prototype or Volume Submitter Defined Contribution Plans, Application for Approval of Master or Prototype or Volume Submitter Defined Benefit Plan, Application for Approval of Master or Prototype or Volume Submitter Plans, Application for Determination for Employee Benefit Plan, Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution, Traditional Individual Retirement Trust Account, Traditional Individual Retirement Custodial Account, Coverdell Education Savings Trust Account, Coverdell Education Savings Custodial Account, Roth Individual Retirement Custodial Account, Roth Individual Retirement Annuity Endorsement, SIMPLE Individual Retirement Trust Account, Application for Determination for Terminating Plan, User Fee for Employee Plan Determination Letter Request, Payroll Deduction IRAs for Small Businesses, Automatic Enrollment 401(k) Plans for Small Businesses, Profit Sharing Plans for Small Businesses, Additional forms, publications and ordering instructions may be found at:/Forms-&-Pubs, Page Last Reviewed or Updated: 23-Sep-2020, Request for Taxpayer Identification Number (TIN) and Certification, Employers engaged in a trade or business who pay compensation, Electronic Federal Tax Payment System (EFTPS), Webinars for Tax Exempt & Government Entities, Treasury Inspector General for Tax Administration, Application for Enrollment to Practice Before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA), Annual Return of Withheld Federal Income Tax, Exempt Organization Business Income Tax Return, SIMPLE Individual Retirement Custodial Account, Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement, Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution, Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement, Application for Approval of Prototype or Employer Sponsored Individual Retirement Arrangement (IRA), Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan), Application for Determination for Adopters of Modified Volume Submitter Plans, Application for Determination of Employee Stock Ownership Plan, Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business, Application for Group or Pooled Trust Ruling, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts, Return of Excise Taxes Related to Employee Benefit Plans, Annual Return/Report of Employee Benefit Plan, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan, Short Form Annual Return/Report of Small Employee Benefit Plan, Application for Extension of Time To File Certain Employee Plan Returns, Distributable Benefits From Employee Pension Benefit Plans, User Fee for Employee Plan Opinion or Advisory Letter Request, Change of Address or Responsible Party - Business, Credit for Qualified Retirement Savings Contributions, Credit for Small Employer Pension Plan Startup Costs, Certification of Intent To Adopt a Pre-approved Plan, Application for Voluntary Correction Program (VCP), Compliance Fee for Application for Voluntary Correction Program (VCP), Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits, Model VCP Compliance Statement - Schedule 1: Interim Nonamender Failures, Model VCP Compliance Statement - Schedule 2: Other Nonamender Failures and Failure to Adopt a 403(b) Plan Timely, Model VCP Compliance Statement - Schedule 3: SEPs and SARSEPs, Model VCP Compliance Statement - Schedule 4: Simple IRAs, Model VCP Compliance Statement - Schedule 5: Plan Loan Failures (Qualified Plans and 403(b) Plans), Model VCP Compliance Statement - Schedule 6: Employer Eligibility Failure (Section 401(k) and 403(b) Plans only), Model VCP Compliance Statement - Schedule 7: Failure to Distribute Elective Deferrals in Excess of the Section 402(g) Limit, Model VCP Compliance Statement - Schedule 8: Failure to Pay Required Minimum Distributions Timely, Model VCP Compliance Statement - Schedule 9: Limited Safe Harbor Correction by Plan Amendment, Transmittal Schedule - Form 5500-EZ Delinquent Filer Penalty Relief Program (Revenue Procedure 2015-32), Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans), Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations, Contributions to Individual Retirement Arrangements (IRAs), Distributions from Individual Retirement Arrangements (IRAs), Appeal Procedures Employee Plans Examinations, Have you had your Check-up this year?
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