Form 5316, Application for Group or Pooled Trust Ruling

ICR 201603-1545-004

OMB: 1545-2166

Federal Form Document

Forms and Documents
Form and Instruction
Supporting Statement A
IC Document Collections
ICR Details
1545-2166 201603-1545-004
Historical Active 201301-1545-010
TREAS/IRS Form_5316
Form 5316, Application for Group or Pooled Trust Ruling
Extension without change of a currently approved collection   No
Approved without change 06/03/2016
Retrieve Notice of Action (NOA) 03/31/2016
  Inventory as of this Action Requested Previously Approved
06/30/2019 36 Months From Approved 06/30/2016
200 0 200
3,800 0 3,800
0 0 0

Group/pooled trust sponsors file this form to request a determination letter from the IRS for a determination that the trust is a group trust arrangement as described in Rev. Rul. 81-100, 1981-1 C.B. 326 as modified and clarified by Rev. Rul. 2004-67, 2004-28 I.R.B.

US Code: 26 USC 501 Name of Law: Exemption from tax on corporations, certain trusts, etc.
   US Code: 26 USC 401 Name of Law: Qualified pension, profit-sharing, and stock bonus plans

Not associated with rulemaking

  81 FR 2000 01/14/2016
81 FR 18694 03/31/2016

IC Title Form No. Form Name
Form 5316 - Application for Group or Pooled Trust Ruling 5316 Application for Group or Pooled Trust Ruling

  Total Approved Previously Approved Change Due to New Statute Change Due to Agency Discretion Change Due to Adjustment in Estimate Change Due to Potential Violation of the PRA
Annual Number of Responses 200 200 0 0 0 0
Annual Time Burden (Hours) 3,800 3,800 0 0 0 0
Annual Cost Burden (Dollars) 0 0 0 0 0 0

Trene Cheek 202 283-2225


On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).
The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:
    (i) Why the information is being collected;
    (ii) Use of information;
    (iii) Burden estimate;
    (iv) Nature of response (voluntary, required for a benefit, or mandatory);
    (v) Nature and extent of confidentiality; and
    (vi) Need to display currently valid OMB control number;
If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.

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