Certify Compliance & Claim Filing Fee Waiver

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.

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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

My business is not a "covered employer" because: *

required to choose one of the following

I qualify for the SDAT Annual Report Filing Fee Waiver because my business offers a qualified retirement program.

An employer-sponsored retirement plan includes a plan qualified under Internal Revenue Code sections 401(a) (including a 401(k) plan), qualified annuity plan under section 403(a), tax-sheltered annuity plan under section 403(b), Simplified Employee Pension plan under section 408(k), a SIMPLE IRA plan under section 408(p), or governmental deferred compensation plan under section 457(b). It does not include payroll deduction IRAs.

I certify that my business offers a qualified retirement program

Business Name *

Business Physical Address: Street Address *

Business Physical Address: Suite Number or Mail Stop

Business Physical Address: City *

Business Physical Address: State *

Business Physical Address: Zip Code *

Business Mailing Address: Street Address or P.O. Box *

Business Mailing Address: Suite Number or Mail Stop

Business Mailing Address: City *

Business Mailing Address: State *

Business Mailing Address: Zip *

Federal Employer Identification Number (FEIN) *

SDAT ID *

Businesses that participate in the MarylandSaves program or offer another qualified retirement option for their employees will qualify for a waiver of their SDAT Annual Report Filing Fee. To qualify for your waiver, please enter your SDAT Account Number here.

If you need to look up your SDAT ID please visit: https://egov.maryland.gov/BusinessExpress/EntitySearch

Employer Contact: First Name *

Employer Contact: Last Name *

Employer Contact: Email Address *

Employer Contact: Phone Number *

Number of Employees *

Captcha *

For security verification, please enter any random two digit number. For example: 97

Certify Compliance & Claim Filing Fee Waiver

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.

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.