2020 Instructions - DOL

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Department of the Treasury Department of Labor Pension Benefit Internal Revenue Service Employee Benefits Guaranty Corporation Security Administration 20 Instructions for Form 5500 annual Return/ report of Employee Benefit Plan Code section references are to the Internal Revenue Code unless otherwise noted. ERISA refers to the Employee Retirement Income Security Act of 1974. EFAST2 Processing System Under the computerized ERISA Filing Acceptance System (EFAST2), you must electronically file your 2020 Form 5500. Your Form 5500 entries will be initially screened electronically. For more information, see the Instructions for Electronic Filing Requirement and the EFAST2 website at You cannot file a paper Form 5500 by mail or other delivery service.

Section 5: Line-by-Line Instructions for the 2020 Form 5500 and Schedules ..... 14 Part I (Form 5500) – Annual Return/Report Identification Information 14 If you need help completing this form or have related questions, call the EFAST2 Help Line at 1 -866 GO-EFAST (1-866-463-3278) (toll-free) or access the EFAST2 or IRS websites.

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