Form 5300, Application for Determination for Employee Benefit Plan, Schedule Q (Form 5300), Elective Determination Requests

Employee Plans Determination Letter Program

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-0197 can be found here:

Documents and Forms

Document Name Document Type
Form 5300 Form 5300, Application for Determination for Employee Benefit Plan, Schedule Q (Form 5300), Elective Determination Requests Form
Instructions for Form 5300.pdf Instruction
5300 Application for Determination for Employee Benefit Plan Form 5300.pdf Form
TD 8871.pdf TD 8871 IC Document
Ann. 2011-82.pdf Ann 2011-82 IC Document
RP 2016-6.pdf RP 2016-6 IC Document
RP 2016-37.pdf RP 2016-37 IC Document

Information Collection (IC) Details

IC Title:	Form 5300, Application for Determination for Employee Benefit Plan, Schedule Q (Form 5300), Elective Determination Requests	Agency IC Tracking Number:

Is this a Common Form? No		IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 26 CFR 1.401-1 26 CFR 1.401(b)-1 26 CFR 1.7476-1 26 CFR 1.7476-2

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	5300	Application for Determination for Employee Benefit Plan	Form 5300.pdf		Yes	Yes	Fillable Fileable
Instruction			Instructions for Form 5300.pdf		Yes	Yes	Printable Only

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 85,000	Number of Respondents for Small Entity: 0

Affected Public: Private Sector	Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 50 %

	Requested	Previously Approved
Annual Number of Responses for this IC	85,000	85,000
Annual IC Time Burden (Hours)	7,201,200	7,201,200
Annual IC Cost Burden (Dollars)	0	0

Documents for IC

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.