If your business is participating in MarylandSaves you do not need to complete this form.
We will automatically notify SDAT that you qualify for the Annual Report Filing Fee waiver.
Approved forms received after December 1, 2022 and before December 1, 2023 will be eligible for the
SDAT 2024 Annual Report Filing Fee waiver.
I have an access code
If you received an access code from MarylandSaves, please claim your $300 Annual Report Filing Fee Waiver by completing the exemption process. https://marylandsaves.vestwell.com/register/exempt
I do not have an access code
If you have not received an access code, you can submit your exemption claim by completing the form below.
Please note that in order to qualify for the SDAT Annual Report Filing Fee waiver your business must:
1) Have at least one W-2 employee
2) Enroll with MarylandSaves or offer another payroll-deducted retirement savings program