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

OMB 1545-0201

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.

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