Document Checklist
Because all 5500 filings submitted electronically are public records, there are new rules around which forms and schedules may be attached to an annual report (Form 5500).
Although you are required to file Form 5500 electronically, other portions of the filing may be required to be sent in the mail. The table below can help you sort out the details.
| If we provide this | This is what you do |
|---|---|
| Form 5500 | Review and sign the return online |
| Form 5558 | If applicable, we have filed this with the IRS on your behalf and have retained a record. |
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