Request for Change in Plan/Trust Year (Form 5308)

OMB 1545-0201

Form 5308 is used to request permission to change the plan or trust year for a pension benefit plan. The information submitted is used in determining whether IRS should grant permission for the change.

The latest form for Request for Change in Plan/Trust Year (Form 5308) expires 2021-04-30 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form Form 5308 Request for Change in Plan/Trust Year Form and Instruction
2024 Supporting Statement 1545-0201-7-17-2024.docx Supporting Statement A
Request for Change in Plan/Trust Year Form and Instruction

All Historical Document Collections

202405-1545-019	Extension without change of a currently approved collection	2024-07-31
202102-1545-006 Approved without change	Extension without change of a currently approved collection	2021-04-29
201711-1545-011 Approved without change	Extension without change of a currently approved collection	2018-02-26
201309-1545-044 Approved without change	Extension without change of a currently approved collection	2013-10-31
201008-1545-031 Approved without change	Extension without change of a currently approved collection	2010-08-27
200705-1545-068 Approved without change	Extension without change of a currently approved collection	2007-06-07
200409-1545-026 Approved without change	No material or nonsubstantive change to a currently approved collection	2004-09-03
200405-1545-019 Approved without change	Revision of a currently approved collection	2004-05-10
200105-1545-012 Approved without change	Revision of a currently approved collection	2001-05-10
199806-1545-022 Approved without change	Extension without change of a currently approved collection	1998-06-22
199506-1545-024 Approved without change	Extension without change of a currently approved collection	1995-06-27
199210-1545-008 Approved without change	Revision of a currently approved collection	1992-10-06
199007-1545-055 Approved with change	No material or nonsubstantive change to a currently approved collection	1990-07-18
199005-1545-039 Approved with change	No material or nonsubstantive change to a currently approved collection	1990-05-25
199002-1545-003 Approved without change	Extension without change of a currently approved collection	1990-02-06
198704-1545-006 Approved without change	Revision of a currently approved collection	1987-04-08
198407-1545-028 Approved without change	Extension without change of a currently approved collection	1984-07-23
198108-1545-115 Approved without change	Revision of a currently approved collection	1981-08-25
198104-1545-201 Approved without change	Revision of a currently approved collection	1981-04-01