15091

Benefit Assurance

Agency
IRS
Revision
Rev. 1-2019
Fillable fields
18
Pages
1
Official source
IRS form page
Checked
October 21, 2026
Fill 15091 online
Page 1 of form 15091

Form 15091: Benefit Assurance

Form 15091, Benefit Assurance, is a one-page IRS form about a plan that has terminated. It asks for the plan's name and number, the employer identification number (EIN), the date of termination, and the dates and amounts of excess assets received, guaranteed annuity contracts purchased and lump sum distributions paid.

The signer certifies that the plan's liabilities to all plan participants have been satisfied by the purchase of guaranteed annuity contracts or the payment of lump sum distributions. The form says to complete and return it to the Technical or Review Staff at the IRS Tax Exempt and Government Entities address printed on it.

The PDF has no separate instructions. You can fill out Form 15091 free in your browser on this page and download it without an account.

What's on Form 15091

Date, EIN and DLN

The top row holds the date, the employer identification number and a document locator number (DLN).

Contact and plan

The address, person to contact, contact telephone number, plan name and plan number.

Date of termination

A single field for the date the plan terminated.

Dates and amounts

Three rows, each with dates and an amount: excess assets received, guaranteed annuity contracts purchased and lump sum distributions paid.

Certification

A statement that the plan's liabilities to all plan participants have been satisfied, with signature, title and date.

How to fill out Form 15091

  1. 1

    Top row

    Enter the date, the EIN and the DLN.

  2. 2

    Contact and plan

    Enter the address, the person to contact and their telephone number, then the plan name and plan number.

  3. 3

    Termination date

    Enter the date of termination of the plan.

  4. 4

    Dates and amounts

    For each row that applies, enter the dates excess assets were received, guaranteed annuity contracts were purchased or lump sum distributions were paid, and the amount.

  5. 5

    Sign and mail

    Sign the certification, enter a title and date, and mail the form to the address printed at the bottom.

Why fill Form 15091 on indox

You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.

  • Fill the form right in your browser, no software to install
  • Free to fill and free to download, with no account
  • The official blank straight from the IRS, not a copy someone retyped
  • Works on a phone, tablet or computer

Where to send it

Mailing address

The form prints: IRS - Tax Exempt and Government Entities, CPC:C&CA Referrals Group, Mail Stop 4910DAL, 1100 Commerce Street, Dallas, TX 75242-1027.

Who receives it

The form says to complete and return it to the Technical or Review Staff at that address.

What is certified

The form says the signer certifies that the plan's liabilities to all plan participants have been satisfied by the purchase of guaranteed annuity contracts or the payment of lump sum distributions.

Deadline

The form prints no deadline and has no separate instructions.

Who fills out Form 15091?

  • Plans that have terminated

    The form asks for the plan name, plan number, EIN and date of termination, and how the plan's liabilities to participants were satisfied.

  • The signer

    One person signs the certification and enters a title and date. The form does not say which official signs.

  • Person to contact

    The form has fields for a person to contact and a contact telephone number, next to the address.

  • IRS Technical or Review Staff

    The form says to complete and return it to the Technical or Review Staff at the IRS Tax Exempt and Government Entities address shown.

The form does not name the role of the person who completes it. It asks for a plan's details, a contact person and a signature with a title.

Official sources and the blank

Do it all with indox

View all 123 tools

Questions about Form 15091

What is Form 15091?

It is the IRS Benefit Assurance form. It records how a terminated plan's liabilities to all plan participants were satisfied and carries a signed certification.

Where is Form 15091 mailed?

To IRS - Tax Exempt and Government Entities, CPC:C&CA Referrals Group, Mail Stop 4910DAL, 1100 Commerce Street, Dallas, TX 75242-1027, as printed on the form.

What amounts does it ask for?

Dates and amounts for excess assets received, guaranteed annuity contracts purchased and lump sum distributions paid.

Does Form 15091 have instructions?

No separate instructions are printed. The form only says to complete and return it to the Technical or Review Staff at the address shown.