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Form 5500 - Schedule H for Portland Oregon: What You Should Know
The first page will ask about your pension; the second page will ask for a statement of expected withdrawal amount. The third page is for reporting a transfer from an IRA, Section 403(b)(7), 403(b), 403(b), or 457. The last page is the last page to report the assets and liabilities; the page after the last one is the Form 5500 Form. For more information about Form 5500, and to view the instructions for the form contact: Pension Benefit Guaranty Board: or. Office of Pension Benefits:. OMB No. . 2014. OMB Circular A-131-05 (2014), which applies to Pension Benefit Guaranty Corporation (PGC). The DOL publication gives a summary of the material provisions of the legislation. The text of the legislation is available on the Web at . The DOL publication contains the final rule making to implement the legislation. The final rule is available on the Web at. The information provided in the pamphlet below is provided to assist your preparation of the Form 5500, but is not legal advice. For questions about an individual employee's pension and its benefits, or about your pension plan, you should consult an attorney or the Pension Benefit Guaranty Corporation or your plan administrator. The complete text of the Pension Benefit Guaranty Corporation Act of 1974 and the associated regulations, including the Pension Benefit Guaranty Corporation's Regulations, may be obtained by mail from either PGC Administrator (PGC Address in parentheses): U.S. Department of Labor, PGC Telephone:; or PGC Address in parentheses if you receive it by fax. PGC has posted on this page the complete text of the statute and regulations on an index, for use in the preparation of Form 5500: The complete text of the Employee Retirement Income Security Act of 1974 and the associated regulations may be obtained by mail from either PACA Administrator (PACA Address in parentheses): U.S.
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