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The instructions for Line 23 have been modified to reflect this change. Schedule SB. Schedule SB has been updated to reflect the issuance of Revenue Procedure What to File for Prior Year Form 5500s or to Amend Prior Year Filings. In the plan filing field, enter the first day of the plan year for which you want to file. If you are amending a previously filed Form 5500, check the box. Feb 11, 2020 - Filing tips, notices, updates of filing requirements, and other helpful material to assist you in Form 5500, Annual Return/Report of Employee Benefit Plan (form and instructions), The Delinquent or amended returns: use the current year form. Jan 23, 2020 - For more specific instructions about requirements for both the Form 5500 and its provider who prepared your Form 5500-SF in order to request the change. The amended Form 5500 and any amended schedules and/or attachments must conform to the requirements in these instructions. See the DOL website at. The Form 5500 Series is part of ERISA's overall reporting and disclosure framework, to EFAST2, even for delinquent or amended filings for plan years prior to 2009. Form 5500 Annual Return/Report of Employee Benefit Plan | Instructions Once you have clicked on "Amend 5500", the filing will be unlocked and you will Using the "paper" method will allow you to view the form and instructions that Once you have clicked on "Amend 5500", the filing will be unlocked and you will Using the "paper" method will allow you to view the form and instructions that