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.

Latest Forms, Documents, and Supporting Material
All Historical Document Collections
Extension without change of a currently approved collection 2021-04-29
Approved without change
Extension without change of a currently approved collection 2018-02-26
Approved without change
Extension without change of a currently approved collection 2013-10-31
Approved without change
Extension without change of a currently approved collection 2010-08-27
Approved without change
Extension without change of a currently approved collection 2007-06-07
Approved without change
No material or nonsubstantive change to a currently approved collection 2004-09-03
Approved without change
Revision of a currently approved collection 2004-05-10
Approved without change
Revision of a currently approved collection 2001-05-10
Approved without change
Extension without change of a currently approved collection 1998-06-22
Approved without change
Extension without change of a currently approved collection 1995-06-27
Approved without change
Revision of a currently approved collection 1992-10-06
Approved with change
No material or nonsubstantive change to a currently approved collection 1990-07-18
Approved with change
No material or nonsubstantive change to a currently approved collection 1990-05-25
Approved without change
Extension without change of a currently approved collection 1990-02-06
Approved without change
Revision of a currently approved collection 1987-04-08
Approved without change
Extension without change of a currently approved collection 1984-07-23
Approved without change
Revision of a currently approved collection 1981-08-25
Approved without change
Revision of a currently approved collection 1981-04-01

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