Retirement Plan Audit Extension Request Form
Use this form to request additional time to complete a retirement plan audit and provide the details needed to review the request.
Request Information
Retirement Plan Name
*
Plan Type
*
Please Select
401(k)
403(b)
457(b)
Defined Benefit
Defined Contribution
Other
Audit Period / Plan Year
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Original Audit Due Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Requested New Deadline
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Reason for Extension
*
Current Audit Status / Progress
*
Please Select
Not Started
In Progress
Fieldwork Complete
Draft Report in Review
Awaiting Information
Near Completion
Other
Requester and Organization Details
Requester Name
*
First Name
Middle Name
Last Name
Job Title / Role
*
Organization / Company Name
*
Department
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method
*
Email
Phone
Audit Contact and Supporting Materials
Auditor or Audit Firm Name
*
First Name
Middle Name
Last Name
Auditor Contact Email
*
example@example.com
Auditor Contact Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Supporting Documents / Explanation Attachments
Upload a File
Drag and drop files here
Choose a file
Cancel
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Additional Notes for Reviewer
Requested Follow-up Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Best Time to Contact
Hour Minutes
AM
PM
AM/PM Option
Submit Request
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