Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business

OMB 1545-1225

Plan administrators are required to notify IRS of any plan mergers, consolidations, spinoffs, or transfers of plan assets or liabilities to another plan. Employers are required to notify IRS of separate lines of business for their deferred compensation plans. Form 5310-A is used to make these notifications.

The latest form for Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business expires 2022-05-31 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form Form 5310-A Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business Form and Instruction
Supporting Statement 1545-1225.docx Supporting Statement A
Notice of Plan Merger or Consolidation, Spinoff, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business Form and Instruction

All Historical Document Collections

202203-1545-009 Approved without change	Extension without change of a currently approved collection	2022-06-01
201809-1545-019 Approved without change	Revision of a currently approved collection	2018-11-30
201509-1545-005 Approved without change	Extension without change of a currently approved collection	2015-09-30
201206-1545-015 Approved without change	Extension without change of a currently approved collection	2012-07-30
200904-1545-017 Approved without change	Extension without change of a currently approved collection	2009-05-27
200604-1545-030 Approved without change	Extension without change of a currently approved collection	2006-04-12
200303-1545-014 Approved without change	Revision of a currently approved collection	2003-03-26
200003-1545-030 Approved without change	Extension without change of a currently approved collection	2000-03-27
199706-1545-017 Approved without change	No material or nonsubstantive change to a currently approved collection	1997-06-11
199704-1545-012 Approved without change	Extension without change of a currently approved collection	1997-04-15
199403-1545-023 Approved without change	Revision of a currently approved collection	1994-03-31
199105-1545-022 Approved with change	No material or nonsubstantive change to a currently approved collection	1991-05-24
199102-1545-013 Approved without change	New collection (Request for a new OMB Control Number)	1991-02-15