There is no “handprint” copy of the Schedule MB or SB on the EBSA web site. Where can I get a copy?
For the Schedule SB and MB, you must either go through an approved software developer or go to the IRS to get a copy of the Schedule SB or Schedule MB that can be completed by hand. These schedules will look different from the other handprint schedules. You may not use the information copy on the DOL, EFAST, or IRS web sites. Short plan year pension plan filers have until 90 days after the Schedule SB and Schedule MB were available (December 10, 2008) for filing. Pension plan filers required to complete an actuarial schedule must use either the Schedule MB or SB, as appropriate, to provide required actuarial information. In addition, pension plan filers are required to include new attachments to the Schedule R, as provided in the 2008 instructions.
